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.
Maxime Goulet-Dion
Maxime Goulet-Dion
Vice President, Technology
Diplomas
Bachelor's degree in Industrial Engineering from École Polytechnique de Montréal
Chartered Financial Analyst (CFA)
Experience
Mr. Goulet-Dion has over 15 years of experience. Prior to joining the firm, he was Senior Manager, Advisory Services - Strategy at KPMG in Autralia and Canada.
Mr. Goulet-Dion joined FÉRIQUE Fund Management in 2018 as Vice President, Information Technology and Operations. He assists the organization in its decision making to optimize the use of technology as a strategic lever, to innovate and reach defined targets.