Services for entrepreneurs
In addition to offering a variety of accounts enabling you to meet your goals and earn a return on your investments, our team of financial planners can provide support and advice for the design and implementation of financial plans.
Advice and support
Should you pay yourself a salary or dividends? Invest in an RRSP or set up an IPP for your retirement? Leave money in your business or invest it in your name? What are the tax implications of all these options?
The role of our financial planners is to:
- understand the reality of entrepreneurs like you and their businesses;
- identify your personal financial planning needs;
- develop integrated financial plans and assist with their implementation;
- provide advice to help you make decisions consistent with your goals;
- consider different types of accounts to meet the realities of entrepreneurs like you (such as the Individual Pension Plan for business owners with income reported on a T4 slip); and
- refer you to specialists who can meet your needs.
To meet all your needs, our network of experts gives you access to the services of specialists, such as notaries, tax experts, lawyers and insurance advisors.
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.
Your investments at a glance
Minimum investment: $500
FÉRIQUE Funds and Portfolios are available without purchase or redemption fees* and can help you manage your business’s cash flow.
Easy access
Manage your account from wherever you are with the FÉRIQUE Investment Services app and Client Portal.
Advice included
You can count on our Advisory team’s sound and objective advice to assess your needs or financial goals and ensure you are using the right investment strategies to do so.
