Tetrault Wealth Advisory Group – CG Wealth Management
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Senior Portfolio Manager Rob Tetrault, B.A., J.D., MBA, CIM® FCSI®
Tetrault Wealth Advisory Group CG Wealth Management Canada
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
Financial Planning
Strong financial planning with a Certified Financial Advisor will help ensure that you have the information and tools to make the right investment choices for you, your family and your business. At Tetrault Wealth Advisory Group, we know how important it is to develop plans that consider both your current and future needs – and those of your loved ones. Our Wealth & Estate Planning Specialist can guide you through this process, helping to ensure you make the most of your investments.
Investment Planning
We focus on providing the best investment planning and wealth 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.
Retirement Planning
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.
Tax Planning
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.
Insurance Planning
As certified 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.
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 CG 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 professional financial advisory and financial management services in the following areas:
Investment Planning – Financial Planning – Tax Planning – Insurance Planning – Retirement Planning – Estate Planning
Work with one of the best and most trusted financial advisors in Winnipeg
&
Canada’s 2nd ranked Wealth Advisor in 2021, as awarded by Wealth Professional Magazine
Tetrault Wealth offers Financial Planning and Wealth Management Services in all major cities across Canada
Winnipeg, Vancouver, Calgary, Edmonton, Toronto, Ottawa and Montreal
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World Class Advice.
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.
World Class Service.
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.
World Class Investment Solutions.
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 guidance. We are confident in their capabilities to manage the important investments of our Hospital Fund.”
– Zoe N.
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