Munger-Gobeil-Pelletier Team
Desjardins Securities
About us
Our approach
We provide comprehensive, integrated wealth management for our clients and their families, helping them achieve their financial goals with complete peace of mind. Our core values—commitment, simplicity, transparency, and diligence—shape our dedicated team’s identity.
Our investment philosophy
Our goal is to exceed benchmarks over the medium to long term by prioritizing risk management and portfolio diversification. Our investment decisions are grounded in thorough analysis, focusing on the quality of the securities we select.
Community involvement
We’re dedicated to making a difference in our region by participating in and contributing to various charity events. We support the following organizations (sites in French only): Haute-Côte-Nord Manicouagan United Way External link., La Vallée des Roseaux External link. and Club Lions de Baie-Comeau External link. . Additionally, we’re proud to be frontline partners of the Montreal Canadiens Children’s Foundation External link..
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
Entrepreneurs, healthcare and administrative professionals, and engineers
Mass-affluent and high-net-worth families
Managing bonds, equities, mutual funds and structured notes
Our team
- Team
- Partners
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.
Stéphanie Gobeil
CSC®, CIM®, AIS, WME®, PMT®
Wealth Manager
418-280-1204 This link opens your phone app., ext. 5112065
Mathieu Pelletier
CPA, WME®, CSC®
Wealth Manager
418-280-1204 This link opens your phone app., ext. 5112031
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Audréanne Leblanc
Financial Planner
Jeffrey Morrow
Financial Security Advisor
Alain Saint-Jacques
Business Transfer Coach
Stéphane Thibault
Senior Tax Advisor
Branch information
Baie-Comeau
990 Laflèche Boulevard
2nd Floor
Baie-Comeau QC G5C 2W9
Directions External link.
Phone
418-280-1204 This link opens your phone app.
1-844-418-2457 This link opens your phone app.