Our team
Our entire team's primary goal is to bring our mission to life: to accelerate your financial independance.
Executive management
Skill-based management and high-level rigor by experienced professionals.
Distribution management
At each stage of your life, you can count on sound and objective advice from a team dedicated to meeting your financial needs.
Private Wealth
At the heart of managing your family wealth, your Private Wealth team advises you in all areas of financial planning to optimize your situation.
Personalized Services
The Service-Personalised team is there to analyze and develop your financial strategy, your retirement or disbursement plan.
Advisory Services
Advisory Services team offers you a fast and easy-to-access service to answer your specific questions about your investments or our financial solutions.
Business Development
Whether it's setting up a savings plan at your company or exploring funding opportunities for your student association, we have the experts to guide you.
Investments
As managers of FÉRIQUE Funds, our experts select world-renowned portfolio managers and supervise them closely.
Béatrice Roy
Béatrice Roy
Senior Advisor and Mutual Fund Representative, Personalized Services
Responsible Investment Specialist
Ms. Roy joined Services d'investissement FÉRIQUE in November 2019. Since August 2021, she holds the position of Senior Advisor, Personalized Services.
In her role, she provides relevant and impartial advice to clients assigned to Personalized Services, putting forward solutions focused on their needs.
Diplomas
- Bachelor’s degree in Business Administration from Université Laval
- Title of Financial Planner from the Institut québécois de planification financière