Gobeil Lapointe Advisory Group
Desjardins Securities
About us
Our approach
People are at the heart of what we do. We use an accessible approach and provide clear answers to complex questions to help you reach your goals. Our support is designed to help you embrace the present and feel confident about the future.
Our investment philosophy
Our philosophy is rooted in disciplined risk management. With our multi-supplier investment offer, we aim to maximize your wealth in the long-term with every dollar you invest.
Our approach to your financial success
Our range of services at Desjardins Securities
Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services
Our team’s specialties
Healthcare professionals
Entrepreneurs
Pre-retirees and retirees
Our team
Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.
Mélanie Gobeil
MBA, BBA, F.Pl.
Wealth Manager
418-693-0207 Phone number of Mélanie Gobeil. This link opens your phone app.
MBA, BBA, F.Pl.
Wealth Manager
With over 2 decades of financial services experience, Mélanie holds an MBA and the Financial Planner designation. Her expertise lies in optimizing financial and tax analyses designed to help our clients achieve their goals.
Phone
418-693-0207 Phone number of Mélanie Gobeil. This link opens your phone app.
Dave Lapointe
MBA, BBA, F.Pl.
Wealth Manager
418-693-0207 Phone number of Dave Lapointe. This link opens your phone app.
MBA, BBA, F.Pl.
Wealth Manager
With experience in financial services since 2007, Dave holds an MBA and the Financial Planner designation, guiding clients in optimizing their financial strategies.
Phone
418-693-0207 Phone number of Dave Lapointe. This link opens your phone app.
Martin Bérubé
BBA, CIM®
Wealth Manager
418-693-0207 Phone number of Martin Bérubé. This link opens your phone app.
BBA, CIM®
Wealth Manager
Martin has more than 25 years’ experience in the financial services industry.
He helps optimize clients’ financial strategies, ensuring they receive the highest quality service, in addition to managing business development.
He plays a key role in creating investment strategies and making trading decisions.
Phone
418-693-0207 Phone number of Martin Bérubé. This link opens your phone app.
Joanie Lacasse
Wealth Management Associate
418-693-0207 Phone number of Joanie Lacasse. This link opens your phone app.
Wealth Management Associate
Phone
418-693-0207 Phone number of Joanie Lacasse. This link opens your phone app.
Kéven Grenon-Bouchard
Wealth Management Associate
418-693-0207 Phone number of Kéven Grenon-Bouchard. This link opens your phone app.
Wealth Management Associate
Phone
418-693-0207 Phone number of Kéven Grenon-Bouchard. This link opens your phone app.
Branch information
Chicoutimi
1700 Talbot Boulevard
Suite 201
Chicoutimi QC G7H 7Z4
Directions External link.
Phone
418-693-0207 This link opens your phone app.
1-800-232-0207 This link opens your phone app.
Alma
75 St-Luc Boulevard
Alma QC G8B 6W7
Directions External link.
Phone
418-480-2760 This link opens your phone app.
1-866-999-2760 This link opens your phone app.
