Media

National Bank Financial Provencher Branch Grand Re-Opening

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Rob is seen with branch manager Shali Zhang from the National Bank Financial Provencher Bank branch who just renovated their office environment and hosted their Grand Re-opening on December 5, from 5pm-7pm, where the ribbon cutting ceremony took place. NBF’s commercial wealth management team along with financial advisors were in attendance to witness the new look at the Provencher NBF Branch.

Health & Wealth Forum

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On Saturday November 25th 2017, the Tetrault Wealth Advisory Group along with CrossFit Winnipeg hosted their very first of what we hope will be many more events together. It was the first time the brother and sister duo (Rob & Tania) hosted a forum style Q&A with various health experts of the community and we are proud to report a great turnout, with over 50 attendees.

We were particularly excited to be able to team up with some other local businesses to come with a pretty diverse panel of experts, including the following.

Liz Jones / Cranio Sacral Therapist & Owner of Jellyfish Float Spa – Stress & Pain Management Specialist
Dr. Kailey Murphy / Health & Wellness Coach – Goal Setting & Habit Change Specialist
Dr. Christopher Notley / Chiropractor and Athletic Therapist – Specializing in spine and sports injury care
Gary McLeod / Registered Massage Therapist & Nutrition Coach – Movement & Mobility Specialist
Chris Gair / CrossFit Level 1 Trainer – Weight Loss Specialist

We’d like to thank everyone who attended and we’d like to thank our panel of experts for donating their time as well as some swag for our attendees and draw prizes.

From left to right: Rob Tetrault, Chris Gair, Liz Jones, Gary McLeod, Tania Vrga, Kailey Murphy, Christopher Notley

 

Investor Seminar

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On September 26, 2017, the Tetrault Wealth Advisory Group held an investor seminar for high income earners on the following topics:

  • Minimizing taxes by using a unique new approach of “No market risk Flow-Through shares”.
  • Strategy of reducing the cost of charitable giving by donating a certain category of shares rather than cash.

Part of the presentation educated the attendees on the strategy of using past capital gains and capital losses to help owners of holding companies to withdraw funds from their corporations to themselves personally, while significantly reducing the taxes.

The main approach discussed and presented at the seminar was the use of both strategies mentioned above (reducing taxes by utilizing a unique new market free risk Flow-Through shares and taking money out of personal “holding companies” effectively by using past losses and doing more effective charitable giving.

This presentation was part of a series of on-going timely “Investor Seminars” which the Tetrault Wealth Advisory Group regularly holds for its clients.

The securities or sectors mentioned herein are not suitable for all types of investors. Please consult your investment advisor to verify whether the securities or sectors suit your investor’s profile as well as to obtain complete information, including the main risk factors, regarding those securities or sectors.
National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain companies mentioned herein and may receive remuneration for its services.  National Bank Financial and/or its officers, directors, representatives or associates may have a position in the securities mentioned herein and make purchases and/or sales of these securities from time to time on the open market or otherwise.