Group saving plans for your employees
Put your employees at the centre of your success with a workplace savings program. By simplifying savings and retirement planning, this program gives your team members the tools to build financial health and resilience.
Tax-efficient plans
Our solutions for SMBs are simple to deploy and easy to manage.
In addition to the RRSP and the TFSA, our partnership with Groupe Conseil Ringuet gives you access to a multitude of plans: DPSP, SIPP, VRSP, DCPP and so on.
A group Registered Retirement Savings Plan (RRSP) is a savings product, registered with the Canada Revenue Agency (CRA), that an employer offers to employees. Through payroll deductions, employees make contributions at source that are tax-sheltered until the money is withdrawn during retirement.
A group Tax-Free Savings Account (TFSA) is also a savings plan registered with the CRA. Contributions are made in after-tax dollars but accumulate tax-free. Because withdrawals are tax-free, the TFSA is the perfect instrument to support short- and even long-term savings goals.
Thanks to our partnership with employee benefits consultant Groupe Conseil Ringuet, you have access to a multitude of plans: DPSP, SIPP, VRSP, DCPP and so on. Don’t hesitate to make an appointment with our team if you’d like more information.
- Personalized support for plan development and implementation
- Presentations and training for employees
- Membership tailored to each employee (online, by phone or in person)
- A transactional website where you can make your contributions and track your plans
- Support from a specialized team and a Wealth Management team
- Unparalleled support and customer service
- A complete digital experience with FÉRIQUE’s Portal and mobile app
- Access to all investment solutions and account types offered
- Eligibility that includes family members
- Maintenance of benefits and access to all services offered if the employee leaves the firm
A team dedicated to your business
Whether you want to set up a savings plan or an insurance plan, or open an account for your business, we can guide you.
Nicolas Samaan Assistant Vice President, Business DevelopmentNicolas Samaan- Bryan Gagné-Henry Senior Advisor, Business Development and Mutual Fund RepresentativeBryan Gagné-Henry
- Ngoc-Nam Vu Senior Advisor, Business Development and Mutual Fund RepresentativeNgoc-Nam Vu
Nicolas Samaan
Nicolas Samaan
Assistant Vice President, Business Development
Responsible Investment Specialist
Diplomas
Bachelor's degree from McGill University with a major in economics and a minor in administration
Financial planner
Experience
Nicolas Samaan has over 15 years of experience in the banking services industry, the last ten of which are in group retirement plans.
Mr. Samaan joined FÉRIQUE Investment Services as Assistant Vice President, Business Development in June 2021. He develops and builds lasting relationships with our business and strategic partners.
To offer you investment strategies that meet your needs, you and your employees have access to a team of mutual fund advisors and representatives registered with the Autorité des marchés financiers. They’re in Montreal and available Monday to Thursday from 8 a.m. to 8 p.m. and Friday from 8 a.m. to 5 p.m.
Investment solutions
Actively managed by world respected managers, FÉRIQUE Funds let you invest in a wide range of mutual funds and include FÉRIQUE Portfolios, our turnkey investment solutions.
FÉRIQUE Portfolios
Turnkey investment solutions comprised of several funds that are suitable for different types of investors.
A range of funds that allow you to invest in various sectors of the economy, regions of the world or asset classes.
A responsible investment approach focused on the long term that underpins the entire line of FÉRIQUE Funds and Portfolios.
All members of the Wealth Management team hold the Responsible Investment Specialist (RIS) designation. In addition, all FÉRIQUE Funds incorporate an assessment of environmental, social and governance (ESG) criteria into their investment strategy on a limited basis. We also offer two Sustainable Development Funds that take ESG factors into account in their investment objectives.
