Private Wealth
At the heart of managing your family wealth, your Private Wealth team takes a holistic and integrated approach to provide you with highly personalized advice.
Our financial planners, who hold the F.Pl. designation, will analyze all aspects of your situation and help you with the various aspects of your financial life. Our goal is to provide you with a comprehensive, consistent strategy so that you can enjoy peace of mind and achieve your financial goals.
Private Wealth team
At the heart of managing your family wealth, your Private Wealth team advises you on all aspects of financial planning so as to optimize your situation.
Mélanie Goulet Senior director, Private Wealth and Mutual Fund RepresentativeMélanie Goulet- Pierre Desharnais Financial Planner and Mutual Fund Representatitve, Private WealthPierre Desharnais
- Jean-Sébastien Hallal Financial Planner and Mutual Fund Representatitve, Private WealthJean-Sébastien Hallal
- Frédéric Robin Financial Planner and Mutual Fund Representative, Private WealthFrédéric Robin
- Béatrice Roy Financial Planner and Mutual Fund Representative, Private WealthBéatrice Roy
- Marie-Carmen Sorel Financial Planner and Mutual Fund Representative, Private WealthMarie-Carmen Sorel
- Norman Szeto Financial Planner and Mutual Funds Representative, Private WealthNorman Szeto
- Sarah Tekkouk Financial Planner and Mutual Fund Representative, Private WealthSarah Tekkouk
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.
A team dedicated to your financial needs
With FÉRIQUE Private Wealth, you receive guidance from a team led by a financial planner who considers your objectives, needs and projects to ensure consistent, harmonious financial planning.
The Private Wealth team helps you structure and optimize all your financial, real-estate and estate assets, taking into account the needs and objectives of each generation. Our expertise enables us to provide effective management and anticipate tax and inheritance issues to protect and transfer your family’s wealth in a harmonious, sustainable manner.
You’ll benefit from sophisticated financial plans based on a holistic approach. We ensure that every aspect of your finances is aligned with your values and life goals and is adapted to your needs and future changes.
Whether you need a financial plan, a retirement plan or a decumulation plan, we offer state-of-the-art planning tools that allow you to benefit from digital, human and hybrid advice.
Discover our new personalized estate planning support service.
We offer a comprehensive approach adapted to your financial needs; we can ensure your assets are transferred according to your wishes or help you settle an estate efficiently.
Our network of experts ensures you benefit from specialist services to meet your needs: estate settlement, notaries, tax specialists, etc. This privilege is reserved for Private Wealth clients.
In addition to exclusive events for Private Wealth clients, we offer conferences, webinars and articles to enrich your financial knowledge and help you make informed financial decisions.
The private management service is available to households (people living at the same address) whose assets invested in FÉRIQUE Investment Services reach $1 million or more.
At the heart of our service
Trust
We make it a point of honour to build a relationship of trust with each client. You can count on our transparency, integrity and commitment to preserve and increase your wealth.
Proximity
We believe that human relationships and proximity are vital. Our financial planners are always available; they will listen to you, answer your questions and guide you at all stages of your financial journey.
Proactivity
Anticipating your needs and capitalizing on investment opportunities is an integral part of our approach. We constantly monitor the markets and adapt our strategies accordingly to offer you forward-looking, high-performance solutions.
Our FÉRIQUE Private Wealth team is fully dedicated to supporting you at every step of your financial journey. We’re committed to providing customized advice and solutions that will preserve and increase your wealth. We’re here to help you achieve your financial goals. Your success is our top priority.
* According to the most recent Ipsos survey of FÉRIQUE Private Wealth clients.