Our team
Our entire team's primary goal is to bring our mission to life: to accelerate your financial independance.
Executive management
Our management style showcases the skill and rigour of our seasoned experts who all share the same values.
Wealth Management Directors
You can count on sound and objective advice from a team committed to meeting your financial needs through each stage of your life.
Private Wealth
The Private Wealth team’s only focus is giving you advice to manage your family’s wealth. They will help with all your financial planning needs and optimize your financial situation.
Personalized Services
Our Personalized Service team is here to analyze your financial situation and develop a financial strategy, retirement plan and withdrawal strategy.
Advisory Services team
Our Advisory Service team is always available to quickly answer any of your questions regarding your investments or our investment solutions.
Business development
Whether you want to set up a group savings plan or find out ways to fund your student union, we have experts who can guide you.
Investments
As managers of the FÉRIQUE Funds, our experts select and closely monitor world respected portfolio managers.
Louis Lizotte
Louis Lizotte
President and CEO
Diplomas
Bachelor’s degree in Business Administration from Bishop's University
Chartered Financial Analyst (CFA)
FRM Certification (Financial Risk Manager)
Experience
Mr. Lizotte has over 20 years of diversified experience in the financial industry. Before joining FÉRIQUE, he worked at Morneau Sobeco and CIBC Global Asset Management.
Mr. Lizotte joined FÉRIQUE in 2010 as Director, Investments. He was promoted to Vice-President, Investments in 2016 and Chief, Investment Solutions in 2020. Mr. Lizotte was appointed as President and CEO in July 2023. He is now responsible for the strategic direction and for all activities of FÉRIQUE Fund Management and its subsidiary, FÉRIQUE Investment Services.