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Media and events

5th Archdiocesan Gala

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Rob was a proud major sponsor of the 5th Archdiocesan Gala hosted by Victoria Inn. This year’s proceeds are going to support the archdiocese’s seminarians and the Saint Boniface Cathedral Renewal Project. Rob and his wife Michelle are seen here taking a picture beside the 200th Anniversary for Catholic Church in Western Canada logo.

 

2017 Philanthropy & Community Service of the Year Award

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Robert’s latest award given by Wealth Professional Magazine was the 2017 Philanthropy & Community Service of the Year award. This latest award is a confirmation of Rob’s hard work and generosity in the local community as he has been a proud supporter of local charities since starting his career as a Portfolio Manager in 2010. Major contributions have been made to the D.A.S. (Directorat de l’activité sportive), the Université of Saint-Boniface’s gymnasium and volleyball teams, and the Canadian CMV Foundation, a National Charity created by Robert. Now in its fourth year, Rob is proud to have recently passed the $ 250,000 mark in funds for this charity.

Rob co-founded an annual ball hockey tournament held at the Fort Gilbratar grounds every February in effort to raise funds for the Canadian CMV Foundation. Rob is the President and Founder of the above mentioned foundation and he co-founded the annual event aiming at gathering family and friends together to participate in physical activity with the goal of eradicating the CMV disease all over the world. You can find more information on the Canadian CMV Foundation at www.cmvcanada.com.

Rob sponsored the purchase of soccer balls for every child involved in soccer activities organised by the D.A.S. The sponsorship was well received and was greatly appreciated by the children and parents involved in the soccer league and camps in our local community of Saint-Boniface. Robert received countless compliments and gratitude from parents at the end of the soccer season for his sponsorship and involvement in the D.A.S. Rob also sponsored underprivileged youth to give them the opportunity to attend summer sports camp through the “Camps sport et plein air” program.

Université of Saint-Boniface also benefited from Tetrault Wealth Advisory Group’s sponsorship of revamping the gym floor and re-branding the men and women’s volleyball jerseys. Rob played volleyball throughout high-school and went on to play at the University of Moncton as a freshman.

Rob grew up playing several sports at a young age and continued through his university years and has personally seen and experienced the great benefits that sports and physical activity have on kids and young adults.

As a proud father of 4, Rob recognizes the importance of having kids involved in sporting activities at a young age. Developing physical and mental strength, building confidence, making new friendships and learning from failures are all key components to a healthy upbringing.

Advisor: How I keep my business growing

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2016 was quite the year for Rob Tétrault. Adding 77 new clients and boosting assets under management by $95 million (a 75% increase) would’ve led some advisors to take their foot off of the gas, but not for Tétrault: 2017 is proving to be another blockbuster year.

Tétrault has added another $50 million in AUM year-to-date and is consistently signing new clients. On top of all of that, Tétrault and his wife recently celebrated the arrival of their fourth child (which meant he had to miss the WP Awards in Toronto last month).

“I have a very strong team and I’m lucky enough to have found really good people who work well together and care about the clients as much as I do,” says Tétrault, who is head of the Tétrault Wealth Advisory Group at National Bank Financial. “Everyone embraces our model and the commitment to clients we have here. As a result, most of our clients come in as a referral.”

Tétrault leads a team of eight and has carefully handpicked each person. Instead of hiring people based on their education or experience, Tétrault brought people on who he trusted; people he knew were hardworking and reliable. “I grew up in a small town about an hour south east of Winnipeg, called Marchand, and ended up hiring people I knew growing up,” he says. “My head of operations and I grew up together. I knew he had a strong work ethic and was loyal. I knew he cared about people.”

Tétrault is committed to marketing and has worked hard to establish a brand in the local Franco-Manitoban community. He believes that offering specialized services to this group has been a key driver to his growth.

Achieving good investment returns has also played an integral role in enabling Tétrault to grow his client base. Tétrault doesn’t believe in “reinventing the wheel” or taking on unnecessary risk in order to find returns. He likes blue chip equities and has been overweight U.S. and global stocks recently, which has helped his portfolios. Tétrault has also made changes on the fixed income side – in his defensive, balanced and conservative portfolios.

“We use alternatives to fixed income such as Principal Protected Notes, equity linked GICs and mortgage investment corps, and that greatly helps reduce risk and volatility and increase risk adjusted returns,” Tétrault, who worked as a litigation lawyer before completing a finance MBA, says. “We also have a portion of our portfolio in real assets, like REITs and infrastructure, because long-term there is less volatility and they generally create consistent, stable income streams that prevent the portfolios from suffering as much in a downturn.”

Although he missed the recent WP awards gala, Tétrault was awarded the prize for Philanthropy and Community Service of the Year in his absence. Giving back to the community is clearly a top priority. Tétrault is the longest-serving president of the St. Boniface Chamber of Commerce and is also the co-founder of Le Classique, an outdoor winter hockey festival. Five years ago, Tétrault founded a national charity – the Canadian CMV foundation – which has raised over $250,000 and is in talks with the government to change legislation.

“Both of my sets of grandparents were charitable people, they didn’t have much but would always give whatever they could,” Tétrault says.  “It’s important to give back to those less fortunate. If you don’t have money, you can give your time.”

Original article: http://www.wealthprofessional.ca/the-frontline/advisor-how-i-keep-my-business-growing-227796.aspx

“Turning trust into a trademark”

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By Leo Almazora
Wealth Professional Magazine
27 Mar 2017

There are many paths to success in the financial services industry. Some take the straightforward approach, laying a solid foundation through formal education and acquiring designations over years, with the clear goal of entering the field. Robert Tetrault has always worked as a professional, but he started out in a different field: insurance litigation.

“I was a practicing and active lawyer at the largest law firm in Manitoba – Aikins McAulay & Thorvaldson – and I realized that I wanted to advise people in a slightly different manner,” said the head of the Tetrault Wealth Advisory Group at National Bank Financial.

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Rob Tétrault places in the Wealth Professional Top 10

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Increasing his assets under management by an eye-popping $95 million (a 75% bump on his book of business), Rob Tétrault has certainly had a good year.  His place among our top 10 reflects that, but it’s not just this publication that has taken notice of his talents in 2016.  Investors in his home of Winnipeg have also flocked to Tétrault – he added 77 new clients over the past 12 months.  In the business for seven years, Tétrault is still in the process of building his business at National Bank Financial, but with a current book of 633 clients, it’s clear that he’s making great progress on that front.

When he’s not talking investment strategy with clients, Tétrault devotes a great deal of time to his local Franco-Manitoban community.  He is the longest-serving president of the St. Boniface Chamber of Commerce and is also the co-founder of Le Classique, Western Canada’s top outdoor winter hockey festival, which will be hosting its largest-ever event in February 2017.