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.
Mélanie Goulet
Mélanie Goulet
Senior director, Private Wealth and Mutual Fund Representative
Diplomas
Bachelor of Commerce degree with a major in Economics from Concordia University
Graduate Diploma in Corporate Finance, TÉLUQ
Financial Planner
Experience
With over 20 years' experience in the financial sector, notably near 15 years as a financial planner, Ms. Goulet has held the position of Senior Manager, Business Development at Laurentian Bank since 2021.
Mélanie Goulet joined FÉRIQUE Investment Services in May 2024 as Senior director, Private Wealth. In this role, she supports the team by ensuring its effectiveness and the quality of the advice provided, while pursuing the achievement of various Private Wealth objectives.