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.
Marie-Carmen Sorel
Marie-Carmen Sorel
Financial Planner and Mutual Fund Representative, Private Wealth
Responsible Investment Specialist
Ms. Sorel joined Services d'investissement FÉRIQUE in 2018. She rose through the ranks and was appointed Financial Planner and Mutual Fund Representative, Private Wealth in October 2022.
She distinguishes herself by portfolio management based on transparency and trust to offer our clients an exceptional client service experience.
Diplomas
- Bachelor's degree in Business Administration from HEC Montreal
- Financial Planning Certificate from UQAM
- Financial Plannfer from the Institut québécois de planification financière