Wealth Management Services
We focus on providing the best investment planning and wealth investment management to our clients by offering a wide variety of financial investment services in asset management. From private wealth management to corporate wealth services, we strive to be amongst the top wealth management firms by giving our clients the best financial and investment planning services.
We strive to deliver in depth financial planning & analysis that will allow our wealth management team to build our client’s portfolios with the end goal of preserving and generating our client’s supplemental income through their retirement years. We customise retirement investment portfolios to our client’s specific and respective needs of our clientele.
Being fiscally responsible is always on top of mind when giving our clients professional financial advice on tax efficiency. There is a wide variety of financial investments and instruments that allow an individual or an institution to efficiently reduce taxes on their returns. We make every effort to reduce tax liability and maximize investment returns.
As expert Investment Advisors & Planning Professionals, we treat every individual’s situation differently when it comes to planning their respective life insurance. In order to protect one’s financial management plan, we focus our attention on protecting an individual’s assets under management in case something were to happen to our client’s health. As a top rated financial advisory and wealth management firm, we take the duty of care of our client’s best interests very seriously.
Professional Private Wealth Management Firm & Financial Advisor
Every morning when I wake up, I endeavour to be the best Chartered Investment Manager. I promise to give my clients strategic Professional Financial Planning in addition to a World Class Wealth Management Experience. Our Best Private Wealth and Financial Management Advisors in Canada are proud to offer both English and French Financial Planning & Private Wealth Management Advice. We do this in three separate ways:
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.