Print

Stéphanie Gobeil

Wealth Manager

T 418-280-1204 ext. 5112065

Linkedin Profil

Languages: French

Biography

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

 

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

     

  • Mathieu Pelletier, CPA

    Wealth Manager

    T 418-280-1204 ext. 5112031

    Languages: French

    Linkedin

    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

     

  • 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.

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 wealth managers
Back to top