Wealth Manager
T 418-280-1204 ext. 5112065
Languages: French
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.
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.
Provide complete, integrated wealth management for our clients and their families to help them achieve their financial goals with peace of mind.
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.
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
A wide range of investment products
Wealth Manager
T 418-280-1204 ext. 5112038
Languages: French
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.
Wealth Manager
T 418-280-1204 ext. 5112031
Languages: French
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.
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.
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.
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