Print

Jasmin Munger, BBA

Investment Advisor

T 418-280-1204 ext. 5112038

Languages: French

Biography

Holder of a Bachelor of Business Administration degree in Finance from Université Laval, Jasmin Munger has 25 years of experience as an investment advisor. He also worked for an accounting firm for several years, specializing in taxation for individuals and businesses as well as financial and tax planning.

He has successfully completed the following Canadian Securities Institute (CSI) courses:

  • Canadian Securities Course
  • Professional Financial Planning Course
  • Conduct and Practices Handbook Course
  • Derivatives Fundamentals Course

He has also obtained two certificates of excellence (ranking in the first centile in Canada) for his outstanding success on the Derivatives Fundamentals and Conduct and Practices Handbook examinations.

Munger-Gobeil Team

Mission

To leverage our experience and our knowledge to serve ours clients and give them peace of mind concerning their investments and the management of their wealth.

Investment Philosophy

Favour profitable investments over the long term while emphasizing capital preservation.

What sets us apart

  • Personalized investment strategies that reflect our clients’ goals and risk tolerance
  • Effective asset allocation and healthy diversification, combined with sound analysis of the investments offered, maximizing your returns 
  • Strategies to minimize the taxes paid by our clients
  • An investment philosophy that focuses on long-term performance without losing sight of capital preservation and risk management
  • Our values: respect, integrity, transparency, rigour and discipline, as well as being there for our clients and listening to their needs

Values

  • Attentiveness and respect
  • Integrity and transparency
  • Rigour and discipline
  • Accessibility and availability

Service Offer

Our full-service licence means that we can offer a comprehensive range of products, in addition to our advisory services:

  • Common and preferred shares
  • Fixed-income securities (bonds, strip bonds, GICs)
  • Mutual funds (Fidelity, Manulife, CI, etc.)
  • TFSAs, RRSPs, RRIFs, LIFs, RESPs

We can also help you create a Desjardins Financial Plan.

Biographies of my colleagues

  • Josée Fouquet,

    Advisor Assistant

    T 418-280-1204

    Languages: French

    • Originally from Baie-Comeau
    • Graduated from the business and secretarial program at Cégep de Limoilou
    • Over 20 years of experience in securities

    Josée oversees administrative work and file monitoring. She works with our advisors to improve your experience as a client by providing personalized service.

     

  • Stéphanie Gobeil,

    Investment Advisor

    T 418-280-1204 ext. 5112065

    Languages: French

    • Originally from Baie-Comeau
    • More than 15 years of experience in the financial sector
    • Canadian Securities Course

    Stéphanie’s reputation is built on her dedication to her clients and attention to their needs, as well as her professional approach. Her main goal is to understand your priorities, then propose personalized investment strategies. She also helps with business development and investment strategy creation.

     

Location

Desjardins Securities at Baie-Comeau

990, Laflèche boulevard
2nd Floor
Baie-Comeau (Québec) G5C 2W9

418-280-1204 Toll-free : 1-844-418-2457Fax : 418-280-1202

Route List of investment advisors
Back to top