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Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management logo
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Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management

Winnipeg

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management logo
T

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management

Winnipeg

About

Our team is committed to providing opportunities for our customers and clients throughout their financial lives. Each team member brings the expertise, judgment, leadership and diversity of thought and experience required to make responsible decisions for all of our clients.

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Q&A

I get to help individuals accumulate and preserve their wealth so they can achieve their goals and needs. I love helping people master their finances and investments through holistic wealth managemen.

On my wedding day, my mother told me something that stuck with me every since. She said "Rob, you can do anything you want in life as long as you set your mind on accomplishing those goals and never stop till you do". It's at that exact moment, that I knew I wanted to be a Portfolio Manager and build an extremely successful team who are all as passionate as I am to help people with their wealth.

Our team is committed to providing a World Class Wealth Management experience for our customers and clients throughout their financial lives. Each team member brings the expertise, judgment, leadership and diversity of thought and experience required to make responsible decisions for all of our clients. Our purpose is clear. We are here to simplify the lives of those who do business with us. We do that by listening to our clients, and connecting them to the financial solutions they need.

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Services

The Tetrault Wealth Advisory Group ranks at the top of Winnipeg Wealth Management teams and strives to provide the best comprehensive investment planning & wealth management service to our clients. We do this by offering a vast variety of financial instruments and investment tools. Everything from corporate wealth management to private wealth services, we focus on being the best wealth advisory firm by serving our clients with exemplary client service and by helping them reach their financial goals and needs.

Our financial consulting and estate planning team focuses on delivering an all-inclusive retirement plan that will preserve our client’s capital investment while also generating supplemental income through their respective retirement years. We build customized retirement investment portfolios and estate plans tailored to the specific objectives and needs of our clients.

When discussing investment advice with our clients, the Tetrault Wealth Advisory Group emphasizes the importance of being fiscally responsible. Tax efficiency can generate better returns in your portfolio and leave you with more money in your pocket. There are several ways our financial advisory team can assist you in building a tax efficient investment portfolio to reduce liability and maximize your returns.

As expert Investment Advisors & Planning Professionals, we treat every individual’s situation differently when it comes to planning their respective life insurance. In order to protect one’s financial management plan, we focus our attention on protecting an individual’s assets under management in case something were to happen to our client’s health. As a top rated financial advisory and wealth management firm, we take the duty of care of our client’s best interests very seriously.

Developing a financial plan or estate plan will help ensure that you have the information and tools to make the right investment choices for you, your family and your business. At Tetrault Wealth Advisory Group, we know how important it is to develop plans that consider both your current and future needs – and those of your loved ones. Our Wealth & Estate Planning Specialist can guide you through this process, helping to ensure you make the most of your investments.