Jasmin Munger, BBA

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.

• CSI Advanced Investment Strategies course
• CSI Wealth Management Essentials course
• CSI Canadian Securities course

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.

• Bachelor of Business Administration. Université de Sherbrooke
• Chartered Professional Accountant (CPA)
• CSI Wealth Management Essentials course
• CSI Canadian Securities course

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.

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.

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.

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.

Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at Desjardins Wealth Management. She is presently enrolled in a graduate program in taxation that she will complete in 2024. Having worked in finance for several years, she has developed a passion for estate planning. This passion has led her to share her knowledge of the administration of the property of others as a lecturer in the master's program in notarial law at Université Laval. Efficiency and adaptability are some of her key qualities.

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.

Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016. This was a new chapter in his career, as in 2015 he began studying to specialize in this field following a 7-year stint with Desjardins as a financial planner. Prior to working at Desjardins, he worked in life and health insurance.

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. Since moving to the financial services industry, Mathieu has been assisting a wide range of members who are preparing for retirement or are retired.