Wealth Management
To analyze your financial needs or goals, and confirm that your investment strategies are meeting them, you can count on the sound and objective advice of the Wealth Management teams.
Four teams to meet your needs
Our Wealth Management unit comprises several specialized teams, each adding value to your experience. They offer flexible, accessible services, at no additional cost, and personalized recommendations, at every stage of your life.
Advisory Services
Recommendations and strategies tailored to your goals.
Services
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Account opening and transactions
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Analyse de votre situation financière
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Investment strategies
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Help with account management
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Savings goals
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Information updates
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Access to the Portal and the mobile app
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Personalized Services
Financial, retirement and estate plans as well as investment optimization.
Services
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Management of life events
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Financial plans and retirement plans
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Decumulation plans
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Estate planning
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Tax optimization of investments
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Dedicated team (above a certain level of invested assets)
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Private Wealth
Exclusive services, holistic financial plans and a network of experts to maximize your wealth.
Services (eligible clientele)
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Extended-family wealth management
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Holistic financial planning
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Access to a network of experts
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Exclusive events and content
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Dedicated team
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Business Development
Group savings plans, insurance plans, training and partnerships for engineers and students.
Services
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Businesses
- - Group savings plans
- - Group insurance plans
- - Presentations to employees
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Student and professional associations
- - Presentations and training
- - Partnerships and sponsorships
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We’re here for you
Whatever your projects, our team is here to help you plan and optimize your finances.
What we can do for you:
- Design a financial plan adapted to your situation, regardless of your age or assets
- Revise your plan with you to adjust it to your life events
- Provide advice to optimize your financial situation
Whether your retirement is imminent or many years away, it’s important to plan for it today so that you can take full advantage of it when the time comes.
As a FÉRIQUE Investment Services client, you can receive personalized support from a member of the Advisory team.
Consult our retirement guide and don’t hesitate to make an appointment!
Will you be retiring soon? Careful planning will help you achieve your projects and enjoy your freedom.
- Get a complete, detailed retirement projection
- Obtain guidance from a team that listens to your needs, at no additional cost
- Simplify and unify your investment and decumulation management
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.
The FÉRIQUE Portal and mobile app are accessible at all times to facilitate the management of your savings projects and investments.
Open an account, manage your investments online, view your personalized returns and track your investments, anytime!
The FÉRIQUE Portal and mobile app are accessible at all times to facilitate the management of your savings projects and investments.
Open an account, manage your investments online, view your personalized returns and track your investments, anytime!
What we can do for you
Whatever your projects may be, our team is here to help you plan and optimize your finances.
Analyze your investments
Prepare a personalized retirement projection
Plan your decumulation
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