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.
Isabelle Dion
Isabelle Dion
Vice-president, Distribution
Responsible investment specialist
Ms. Dion joined FÉRIQUE Investment Services in January 2016. As part of her duties, she is responsible for the offer of services of FÉRIQUE Private Wealth, in addition to managing thye Private Wealth, Personalized Services and Advisory Services teams.
She has over 30 years of experience in the banking industry, having worked at Laurentian Bank, at National Banque and at National Bank Private Banking 1859.
Diplomas
- Bachelor in Business Administration from the Université du Québec à Montréal
- Master of Business Administration from the Université du Québec à Montréal
- Financial Planner from the Institut québécois de planification financière
- Fellow and Chartered Investment Manager from the Canadian Securities Institute