Wealth Manager
T 418-280-1204 ext. 5112065
Languages: French
Originally from Baie-Comeau and with more than 20 years of experience in the Quebec financial sector, Stéphanie Gobeil focuses on business development and personalized plans to help our clients achieve their goals and plan for retirement.
Proud to serve you
Three wealth managers and 2 wealth management assistants ensure stability in our client relationships and offer advice tailored to all your needs.
Provide complete, integrated wealth management for our clients and their families to help them achieve their financial goals with peace of mind.
These values shape our team. We're attuned to your needs and have your best interests at heart, because our goal is to help you achieve your financial and life goals.
COMMITMENT
We're dedicated to meeting your needs and providing you with service that exceeds your expectations.
SIMPLICITY
Our approach and solutions are designed to make life easier for you.
TRANSPARENCY
We believe that clear and honest communication is essential to cultivating healthy and lasting relationships with our clients.
RIGOUR
Serving you is important to us. So whatever your request, you can expect objectivity, rigour and diligence.
Comprehensive wealth management services
Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing. We work with our specialists, or yours, to make sure every aspect of your financial life is covered.
Our accounts and products
The right account for you
A wide range of investment products
Wealth Manager
T 418-280-1204 ext. 5112038
Languages: French
Originally from Baie-Comeau, Mr. Jasmin Munger has over 30 years of experience as an investment advisor. He also worked for an accounting firm for several years, specializing in corporate and personal income tax and financial and tax planning.
He's responsible for analyzing markets and the economy and monitoring market titles.
Wealth Manager
T 418-280-1204 ext. 5112031
Languages: French
Originally from Baie-Comeau and with more than a decade of experience in the Quebec financial sector, Mathieu Pelletier is responsible for business development and relationships with our various partners.
The knowledge and expertise he gained working with business owners enables him to offer our clients a wide range of business, financial and tax-saving strategies.
Wealth Management Assistant
T 418-280-1204 ext. 5112037
Languages: French
Originally from Baie-Comeau, Josée Fouquet has a college degree in secretarial studies and business from CEGEP Limoilou. With more than 25 years of experience in the securities industry, she brings a wealth of financial expertise, professionalism and rigour to the team.
Wealth Management Assistant
T 418-280-1204 ext. 5112050
Languages: French, English
Mégan Banville is originally from Baie-Comeau and has a diploma of vocational studies in secretarial studies. A proactive, versatile professional who's always eager to learn, she's a true rock of support for the rest of the team.
Ever ready to take on the next challenge and add to her knowledge, her enthusiasm helps energize our team.
Business Transfer Coach
Languages: French, English
Collaborator | Desjardins Securities Inc.
Alain has more than 15 years of experience supporting entrepreneurs. He has helped establish dozens of cooperatives in different regions across Quebec and used his expertise to serve more than 500 entrepreneurs in the process of transferring their business.
He works with all types of transfers—family, internal, external and collective—relating to businesses of all sizes and in a wide range of business sectors.
He's known for his analytical skills and his ability to synthesize, and he is passionate about business development and the work of entrepreneurs. A relationship of trust is at the heart of all of his projects.
Financial Planner
Languages: French
Collaborator | Desjardins Trust Inc.
Audréanne Leblanc has a bachelor's degree in financial services from Université Laval and a master's degree in tax law from HEC Montréal. She has 10 years of experience in the financial industry. Before joining Desjardins as a financial planner, she worked as a tax advisor in an accounting firm in addition to working with various institutions that operate in the fields of financial planning and taxation.
Languages: French, English
Collaborators | Desjardins Wealth Management
GENEVIÈVE FOREST
Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.
GENEVIÈVE D’AMOURS
Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.
AMANDINE BOURILLON, D.S.N.
Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.
ANDRÉ AUCLAIR
André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.
CATHERINE BEAUCHAMP
Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.
Financial Security Advisor
Languages: French
Collaborators | Desjardins Securities Financial services inc.
Jeffrey has a bachelor's degree in accounting and an MBA in financial planning. He's been a financial security advisor with a major Canadian insurer for more than seven years. His clients appreciate being clear in their explanations and following up. Jeffrey is very thorough when it comes to optimizing a strategy. He's well versed in tax matters.
Languages: French, English
Collaborators | Wealth Management
Jérôme Dostie-Bourgault
A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.
Mathieu Pelletier
Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.
Stéphane Thibault
Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.
990, Laflèche boulevard
2nd Floor
Baie-Comeau (Québec)
G5C 2W9
418-280-1204 Toll-free : 1-844-418-2457Fax : 418-280-1202
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