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.
Norman Szeto
Norman Szeto
Financial Planner and Mutual Funds Representative, Private Wealth
Responsible Investment Specialist
Diplomas
Bachelor's degree in Business Administration from UQAM
Certification in Financial Planning from UQAM
Master of Business Administration (MBA), UQAM
Experience
M. Szeto ha over 15 years of experience in the financial sector, including with the National Bank of Canada and the Laurentian Bank.
Norman Szeto joined FÉRIQUE Investment Services in August 2023 as a Financial Planner and a Mutual Fund Representative of the Private Wealth team. With is vas experience, Mr. Szeto is able to provide high quality customer service.