Ferique

What Ferique does

FÉRIQUE is a Quebec-based, non-profit financial services organization founded in 1974 that exclusively serves engineering professionals, their families, students, and engineering-related businesses. Operationally, the organization is split between Gestion FÉRIQUE (an investment fund manager) and Services d'investissement FÉRIQUE (a registered mutual fund dealer and financial planning firm), both Quebec-incorporated and member-governed. The product platform centers on actively managed mutual funds (Fonds FÉRIQUE), turnkey fund-of-fund portfolios (Portefeuilles FÉRIQUE), and a 2026-launched line of index-ETF-based turnkey portfolios (Portefeuilles FNB), supported by sub-advisory relationships with external managers such as Jarislowsky Fraser.

The distribution model combines digital self-service through a client portal and mobile app with a high-touch advisory layer covering wealth management, private wealth, estate and retirement planning, and group savings and insurance plans for engineering-sector businesses. The Orkestral financial planning tool, powered by Conquest technology and embedded in the client portal, provides scenario analysis and personalized recommendations. Marketing is content-led, leveraging educational articles, the InfoFÉRIQUE newsletter, webinars, and the "Question de Pognon" podcast, with community-building partnerships through engineering organizations including Genium360 and a 2026 mortgage referral arrangement with nesto.

Revenue is generated primarily through management fees on managed funds and advisory fees on wealth and private wealth services, with eligibility — not price — serving as the primary gating mechanism for new clients. Headcount sits in the 101–250 range, and the addressable market is structurally bounded to the Quebec engineering community and their families, with no disclosed activity outside that vertical or geography.

Name

Ferique

Legal name

Gestion FÉRIQUE

Website

https://ferique.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

101–250 employees

Short description

FÉRIQUE is a Quebec-based, non-profit financial services organization founded in 1974 that provides mutual funds, ETF portfolios, wealth management, and financial planning exclusively to engineering professionals, their families, students, and engineering-sector businesses.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Open-End Investment Funds (525910), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)

Keywords

• Mutual fund management
• Wealth management services
• Financial planning advisory
• Retirement savings plans
• Estate planning services

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Mutual Fund Management: Gestion FÉRIQUE manages investment funds and earns management fees. Services d'investissement FÉRIQUE distributes these funds as a mutual fund dealer. The organization operates as a non-profit entity working in clients' sole interest.
2. Financial Planning Services: Advisory services for wealth management, estate planning, and retirement planning provided through qualified financial planners

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

FÉRIQUE manages and distributes investment funds (Fonds FÉRIQUE actively managed mutual funds and Portefeuilles FNB ETF portfolios) through Gestion FÉRIQUE, the investment fund manager, and Services d'investissement FÉRIQUE, a mutual fund dealer and financial planning firm. It also provides wealth management, private wealth, estate planning, and group savings/insurance services to Quebec engineering professionals and their families.

Product overview

FÉRIQUE is a non-profit financial services organization serving engineering professionals in Quebec since 1974. The core offering consists of actively managed mutual funds (Fonds FÉRIQUE) and two types of turnkey portfolio solutions: Portefeuilles FÉRIQUE (actively managed fund portfolios) and Portefeuilles FNB (ETF portfolios for cost-conscious investors). Beyond investment products, FÉRIQUE provides wealth management advisory services, private wealth management, estate planning, and group savings/insurance services for businesses. Digital tools include the Client Portal, Mobile App, Orkestral financial planning software (powered by Conquest technology), and various calculators. The organization also offers educational content through newsletters, blogs, webinars, and podcasts.

Differentiator

Problem solved

Functional benefit

Brands

• Fonds FÉRIQUE: Actively managed mutual funds offered by FÉRIQUE for investment purposes.
• Portefeuilles FÉRIQUE
• Portefeuilles FNB
• Orkestral

Products and services

• Fonds FÉRIQUE Actively managed mutual funds investing in various asset classes, managed by renowned portfolio managers selected and closely supervised by FÉRIQUE. Targeted at Quebec engineering professionals and their families.
• Portefeuilles FÉRIQUE Turnkey investment solutions composed of actively managed mutual funds for investors seeking professional portfolio management.
• Portefeuilles FNB (ETF Portfolios) Turnkey investment solutions primarily composed of index ETFs for cost-conscious investors seeking diversified market exposure with the same professional management discipline as the active fund portfolios.
• Services de gestion de patrimoine Wealth management advisory services providing personalized investment advice and financial planning to help engineering professional clients achieve their financial goals.
• Services de gestion privée Comprehensive private wealth management services providing holistic financial planning to optimize family estate situations for higher-net-worth engineering professionals.
• Régimes d'épargne collectifs Group savings plans for engineering-related businesses to provide retirement benefits to employees.
• Assurances collectives Group insurance solutions for engineering-related businesses to protect employees and their families.
• Planification financière et successorale Financial and estate planning services ensuring smooth wealth transition for future generations, covering retirement, tax, insurance, and succession needs.
• Programme de référence hypothécaire Mortgage referral program in partnership with nesto, offering FÉRIQUE clients a 0.15% cash back on mortgage amounts when obtaining mortgages through nesto.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Five partnerships are on record, tiered minor and core.

• nestominorGTM or Marketing Partner · 18 February 2026nesto is a 100% digital, accredited mortgage lender across all Canadian provinces. They offer competitive rates and personalized service backed by advanced digital platform.
• nestominorGTM or Marketing Partnernesto is a digital mortgage lender integrated through FÉRIQUE's mortgage referral program. FÉRIQUE clients receive a 0.15% rebate on their mortgage amount deposited into their FÉRIQUE Funds when obtaining mortgages through nesto.
• Genium360minorGTM or Marketing PartnerGenium360 co-presents webinars with FÉRIQUE, particularly on estate planning topics. Genium360 is a professional organization serving engineering professionals.
• Jarislowsky FrasercoreTechnology or IntegrationJarislowsky Fraser serves as sub-manager for the FÉRIQUE Canadian Dividend Equity Fund, providing specialized portfolio management expertise.
• Conquest (Orkestral)coreTechnology or IntegrationConquest provides the technology platform powering Orkestral, FÉRIQUE's intelligent financial planning tool available to clients through the client portal.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Questwealth (Questrade): Canadian low-cost digital wealth manager offering Questwealth Portfolios (robo-advisor ETF portfolios). Targets cost-sensitive Canadian investors and competes on price for FÉRIQUE's fee-conscious segment.
• Wealthsimple: Canadian digital wealth platform offering low-fee ETF portfolios, managed investing, and financial planning. Competes for the same young-professional demographic that FÉRIQUE targets at the student/graduate acquisition stage.

Broad incumbents

• National Bank of Canada: Quebec-headquartered bank with significant retail wealth management, mutual fund (NA Funds), and private wealth offerings. Competes with FÉRIQUE across engineering and Quebec professional segments, especially for group savings and group insurance.
• Desjardins Group: Quebec-headquartered financial cooperative operating the largest mutual fund distributor in Quebec through Desjardins Funds. Competes across all of FÉRIQUE's product categories with much broader scale and distribution.
• Mackenzie Investments: Major Canadian mutual fund and ETF provider offering actively managed and index portfolios. Competes across FÉRIQUE's fund and ETF portfolio categories with broader advisor distribution.
• Fidelity Investments Canada: One of Canada's largest mutual fund families with actively managed funds, ETFs, and managed solutions. Competes in the same product categories as Fonds FÉRIQUE and Portefeuilles FNB with materially larger AUM and brand.
• Sun Life Financial: Canadian leader in group insurance and group retirement plans (the very products FÉRIQUE offers to engineering businesses). Competes head-to-head for group savings and group insurance mandates in Quebec.
• IA Financial Group (iA Clarington / IA Wealth): Quebec-based insurer and wealth manager with significant Canadian mutual fund and segregated fund offerings via iA Clarington. Competes in the Quebec retail wealth market with a broader product shelf than FÉRIQUE.

Direct peers

• MD Financial Management: Canadian wealth management firm historically dedicated to physicians (CMA-affiliated), now operating as a Scotiabank subsidiary. Closest English-Canadian analogue of the professional-affinity mutual fund dealer model.
• Professionals' Financial (Fonds de placement professionnel): Quebec-based non-profit mutual fund manager serving professional communities (notably legal professionals) with a similar vertical-affinity model. Closest structural and geographic peer to FÉRIQUE's engineer-focused cooperative.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/gestion-f-rique

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ferique