You can find us using voice assist by saying “Wealth Management Firm Near Me”. We are a Winnipeg Wealth Management Firm serving Canada Nation wide using Zoom virtual meetings.
Canadian Wealth Management Firm with Fiduciary Financial Advisors & Certified Financial Planner Services Located in Winnipeg, Manitoba
Tetrault Wealth Advisory Group – A Top Canadian Wealth Management Firm With Fiduciary Certified Financial Advisors & Planners in Winnipeg
Rob Tétrault is an award-winning Portfolio Manager from Tetrault Wealth Advisory Group
As Branch Manager of the Canaccord Genuity Wealth Management Winnipeg investment office,
Rob Tetrault leads one of the Best Winnipeg Wealth Management Groups and Top Canadian Wealth Management Firms
Rob Tetrault and his team provide comprehensive holistic wealth management strategies and
solutions ranging from simple financial planning to complex wealth & fund management for
high net worth individuals, couples, businesses and corporations
We also offer Fee Based service with certified Fee only Financial Planners and Financial Advisors providing virtual services across Canada
Providing all Canadians trusted financial and wealth management solutions!
Are you looking for a Certified Financial Planner in Winnipeg?
Financial Planning is a cornerstone of our wealth management service offering for our clients
Tetrault Wealth Advisory Group offers expert financial advisory and financial management services in the following areas:
Investment Planning – Financial Planning – Tax Planning – Insurance Planning – Retirement Planning – Estate Planning
Tetrault Wealth offers Financial Planning and Wealth Management Services in all major cities across Canada, Winnipeg, Vancouver, Calgary, Edmonton, Toronto and Montreal
Search for “Wealth Advisors Near Me” to Find Us!
My unique background as Lawyer, Finance MBA and Portfolio Manager allows me to provide my clients with the breadth and scope of unmatched investment advice in both English and French.
From the simplest things such as returning phone calls and emails to the more complicated minutia of providing replies to all reporting requests. World Class Service.
Providing every one of our clients with unparalleled premier investment advice. World Class Investment Solutions.
“The service at Tétrault Wealth Advisory Group has been amazing for our Non-Profit Organization.
From Rob himself attending board meeting to answer important questions for our directors, to the team at the office providing us with reports and summaries at the drop of a hat. We are always made to feel as « one of the family », never just another numbered client. The bilingual service is also very important for our organization, we are happy to say the the whole team delivers every time. Their excellent client communication is one of the things that set them apart.
When choosing a portfolio manager for our foundation, it was important to us to have someone who not only supports our cause, but numerous others in the community as well. Rob Tétrault is a perfect example of a Community Philanthropist and we are proud to be associated with his name.
The Tétrault Wealth Advisory Group has shown us great professionalism and proven investment expertise. We are confident in their capabilities to manage the important investments of our Hospital Fund.”
– Zoe N.