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Jasmin Munger, BBA
T 418-280-1204 ext. 5112038
BiographyHolder of a Bachelor of Business Administration degree in Finance from Université Laval, Jasmin Munger has 20 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.
MissionTo leverage his experience and his knowledge to serve his clients and give them peace of mind concerning their investments and the management of their wealth.
Investment PhilosophyFavour profitable investments over the long term while emphasizing capital preservation.
What sets us apartInvestment strategies tailored to each client, taking into account their objectives and their risk tolerance. Effective asset allocation and sound diversification, combined with a thorough and rigorous analysis of investments, in order to maximize returns. Lastly, extensive accounting experience that enables him to minimize the taxes paid by his clients through tax efficiency.
- Attentiveness and respect
- Integrity and transparency
- Rigour and discipline
- Accessibility and availability
Service OfferHis full-service licence enables him to offer his clients a complete range of products:
- Common shares and preferred shares
- Fixed-income securities (bonds, strip coupons, GICs)
- Mutual funds (Fidelity, Manulife, CI, etc.)
- Trust units
- Structured products
- TFSAs, RRSPs, RRIFs, RESPs
The services offered include regular investment portfolio monitoring, retirement planning, and tax, financial and estate planning assistance.