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.
Jonathan Elie
Jonathan Elie
Advisor and Mutual Fund Representative, Advisory Services
Responsible Investment Specialist
Mr. Elie He joined FÉRIQUE Investment Services as Advisor and Mutual Fund Representative, Advisory Services, in January 2022. In this role, he puts forward an approach focused on rigorous execution and meeting the needs of our clients to help them achieve their financial independence.
His career began in 2016 at the Bank of Montreal where he held, among those, the role of Personal Financial Advisor.
Diploma
- Bachelor's degree in business administration from University of Quebec in Outaouais