Wealth Management Services
At every stage of your life, you can count on the sound and objective advice of teams dedicated to meeting your financial needs.
Wealth Management team
The Advisory Services team members offer personalized support. They’ll analyze your needs, propose investment strategies and facilitate the management of your accounts.
Youssef Adlani Director, Advisory Services and Mutual Fund RepresentativeYoussef Adlani- Iliès Hassani Assistant Director, Advisory ServicesIliès Hassani
- Jean-Michel Duguay Senior Advisor and Mutual Fund Representative, Advisory ServicesJean-Michel Duguay
- Jonathan Elie Advisor and Mutual Fund Representative, Advisory ServicesJonathan Elie
- Ahmed El Oufir Advisor and Mutual Fund Representative, Advisory ServicesAhmed El Oufir
- Krystopher Giardina Advisor and Mutual Fund Representative, Advisory ServicesKrystopher Giardina
- Samuel Lajeunesse Advisor and Mutual Fund Representative, Advisory ServicesSamuel Lajeunesse
- Robert Martel Advisor and Mutual Fund Representative, Advisory ServicesRobert Martel
- Gabriel Mc Cann Senior Advisor and Mutual Fund Representative, Advisory ServicesGabriel Mc Cann
- Hamza Moussaid Advisor and Mutual Fund Representative, Advisory ServicesHamza Moussaid
- Matthieu Turcotte Advisor and Mutual Fund Representative, Advisory ServicesMatthieu Turcotte
Youssef Adlani
Youssef Adlani
Director, Advisory Services and Mutual Fund Representative
Responsible Investment Specialist
Diplomas
Master of Business Administration from the Université de Sherbrooke with a major in international management
Mr. Adlani joined the FÉRIQUE Investment Services team in 2019 as Advisor and Mutual Fund Representative, Advisory Services. In March 2022, he was promoted to Director, Advisory Services.
As such, he participates in the development and implementation of customer service strategies as well as business development for the Advisory Services team.
Personalized Service team
Book an appointment with our team if you’d like to establish a financial plan, a retirement plan or an estate plan, manage life events and optimize your investments from the tax standpoint.
- Bruno D'Andrea Senior director, Personalized Services and Mutual Fund RepresentativeBruno D'Andrea
- Isabelle Bouret Senior Advisor and Mutual Fund Representative, Personalized ServicesIsabelle Bouret
- Vincent Choquette Senior Advisor and Mutual Fund Representative, Personalized ServicesVincent Choquette
- Olivier Duguay-Leclerc Advisor and Mutual Fund Representative, Personalized ServicesOlivier Duguay-Leclerc
- Debola Kay Senior Advisor and Mutual Fund Representative, Personalized ServicesDebola Kay
- Paul Muszynski Senior Advisor and Mutual Fund Representative, Personalized ServicesPaul Muszynski
Bruno D'Andrea
Bruno D'Andrea
Senior director, Personalized Services and Mutual Fund Representative
Responsible Investement Specialist
Diplomas
Bachelor of Commerce degree with a major in Economics from Concordia University
Financial Planner
Experience
Mr. D'Andrea holds more than 10 years of experience in the financial industry during which he worked for a large Canadian bank where he held the position of Account Manager, Financial Planner and Branch Manager.
Mr. D'Andrea joined FÉRIQUE Investment Services in May 2022. He ensures the quality and efficiency of the service provided by the Personalized Service team. He also assists many families with sophisticated and customized advice.
Private Wealth team
At the heart of the management of your family wealth, your Private Wealth team advises you in all areas of financial planning 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.
Business Development team
Whether you want to set up a savings plan for your firm or to present FÉRIQUE Investment Services with your professional or student association, we can help.
- 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.