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Updates

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.

Rob Tetrault – Portfolio / Discretionary Manager of the Year

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Rob Tetrault - Portfolio Manager of the Year

Rob Tetrault – Portfolio / Discretionary Manager of the Year

The entire staff of the Rob Tetrault Wealth Management Group is pleased to announce that Rob has won The BlackRock Award for Portfolio / Discretionary Manager of the Year. This is a well-deserved award that truly exemplifies the hard work and dedication he’s put into his practice. We’re all so proud of you, congrats Rob!

Click here for details

 

 

 

Federal Budget 2015

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Check out this very interesting summary we put together about the news surrounding the 2015 federal budget. Of note, what struck me was the change to the RRIF minimum withdrawal limits and the increase in Tax Free Savings Account limits.

Check it out – Click here!

A Chat with O’Leary

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Kevin O’Leary recently visited with the team and some of our clients to discuss interest rates and the macro economic forecast.

A chat with Kevin O'Leary

From Left: Derrek Funk, Francine Fournier, Kevin O’Leary, Rob Tétrault