Mathieu Pelletier, CPA

Wealth Manager

T 418-280-1204 ext. 5112031

Languages: French

Biography

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

Munger-Gobeil-Pelletier Team

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.

Mission

Provide complete, integrated wealth management for our clients and their families to help them achieve their financial goals with peace of mind.

Investment Philosophy

Achieve higher returns than the mid- to long-term benchmarks.
Put more emphasis on risk management and portfolio diversification.
Choose investments with a focus on quality—based on an in-depth analysis of securities.
Monitor and rebalance portfolios daily to meet investment objectives.

What sets us apart

We offer comprehensive, personalized wealth management: investment services, estate, financial, retirement and tax planning, business transfers, wealth protection, financing and banking services.
Over 30 years of experience in capital markets.
A multi-disciplinary team: market monitoring and analysis, financial projections (retirement plan, withdrawal plan, etc.), taxation, business transfers, etc.
Advice tailored to your needs.
Custom and progressive pricing.

Values

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.

Service Offer

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

Everyday accounts in Canadian and US dollars
Margin accounts
Registered accounts (RRSP, LIRA, TFSA, RESP, RRIF, LIF, IPP)

A wide range of investment products

Canadian and US equities
Preferred shares
Government, municipal or corporate bonds, debentures and strip coupons
Guaranteed investment certificates
Investment savings account
Mutual funds, exchange-traded funds (ETFs) and index funds
Structured products

Biographies of my colleagues

Jasmin Munger, BBA

Wealth Manager

T 418-280-1204 ext. 5112038

Languages: French

Linkedin
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.
- Bachelor of Business Administration, Finance, Université Laval
- Canadian Securities Institute (CSI) Options and Derivatives course (certificate of excellence)
- CSI Professional Financial Planning course
- Canadian Securities course
Full details
Stéphanie Gobeil,

Wealth Manager

T 418-280-1204 ext. 5112065

Languages: French

Linkedin
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
Full details
Josée Fouquet,

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.
Mégan Banville,

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.
Alain Saint-Jacques, M. Sc.

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.
Audréanne Leblanc,

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.
Équipe de notaires,

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.
Jeffrey Morrow,

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.
Équipe de conseillers principaux en fiscalité,

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.