Media

BNN – Tragically Hip Day

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Being a long-time Tragically Hip Fan, Rob talks on BNN about his experience at the Hip’s last concert in Winnipeg. Being a proud patriotic Canadian and big hockey fan, the Tragically Hip were a top favorite in Rob’s music playlists year after year. The Kingston band are pioneers of Canadian rock music and have left their footprint all over the world with their unique sound and on-stage performances. It’s never easy saying farewell to a legendary singer like Gord Downie. His music and lyrics live on and every fan will always cherish their Tragically Hip moments and memories. RIP Gordon Downie, you were one of the best music personalities this world has seen and you will be truly missed.

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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Recent Sponsorships

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August 19th & 20th, 2016 – Winnipeg BBQ & Blues Festival

Tétrault Wealth Advisory Group is proud to sponsor for the 3rd year in a row, this “Lip Smackin’ Hip Shakin Street Party”.  This festival takes over Smith Street in front of the Burton Cummings Theatre and features the best in international, national and local blues performers along with the barbeque competition, food and beverage garden and retail vendors.  www.winnipegbbqandblues.ca

August 18th, 2016 – Omnium Golf Tournament

Tétrault Wealth Advisory Group is proud to sponsor for the 4th year in a row, this preeminent charity golf tournament in the French community which is held annually at St. Boniface Golf course.

Equipe Omnium

August 8th, 2016 – Cardiac Classic

cardiac classicTétrault Wealth Advisory Group is proud to sponsor for the 4th year in a row, this golf tournament held at the Niakwa Country Club in Winnipeg, MB.  The proceeds of this golf tournament are directed to cardiac care and cardiac medical research at St. Boniface Hospital.


The securities or sectors mentioned are not suitable for all types of investors and should not be considered as recommendations. Please consult your investment advisor to verify whether this security or sector is suitable for you and to obtain complete information, including the main risk factors. The particulars contained herein are intended to provide general guidance on matters  of interest for the audience who accepts full responsibility for its use, and is not to be considered a definitive analysis of the law and factual situation of any particular individual or entity.  As such, it should not be used as a substitute for consultation with a professional accounting, tax, legal or other professional advisor. This commentary reflects my opinions alone, and may not reflect the views of National Bank Financial Group. 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.