Our Many Accolades
…come from Google reviews, Finance Industry Awards, community awards and written testimonials
Reviews
We have been privileged to receive consistent Five Star Google Reviews from our clients. We are only successful when our clients succeed
More Reviews…
Tetrault Wealth Advisory Group - CG Wealth Management
1010-201 Portage Avenue, Winnipeg
-
Been a satisfied client for near four years... retiring officially next month... the advice and wealth management have made the transition to a new stage in life as stress free as I could hope for...
So where are the Steak Knives? 😅🤣😂
For … More those on Google review... you had to be there. Love you Rob -
We have dealt with Tetrault Wealth Management for a while now. They have an incredible team and are extremely well oiled machine. Everyone at that office is real and genuine. The motivation and dedication to their clients is a step above. … More Keep on doing great work!
-
Everyone on the team has been amazing. My only regret is not approaching them earlier to build my profile. Thank you for always being available to answer our many questions and having the patience when we need clarification!
-
From the onset this team took the time to truly understand our financial goals and offered personalized strategies tailored to our needs. They are extremely knowledgeable, responsive, and proactive in helping us navigate the sale of my … More practice and the associated complex financial decisions.
-
Good food and entertainment was fun and appropriate for this crowd
Thanks Merci Robert et ton Equipe -
After 5 weeks at Tetrault Wealth we see positive returns with our portfolio. We switched because we lost money since 2020! What a nice feeling and such a pleasant and high service staff to dealt with almost makes this experience surreal! … More Thank you Rob!
-
Truly a great group of people that are willing to listen and answer questions at any time. Very personalized service and we are realizing very good returns on our investments. Highly recommend Rob and his team.
-
The Tetrault Group are super friendly and professional. They get back you right away when you need them. Rob has a wealth of knowledge on many topics. This is a very generous company too. They have many fun events for us to attend. … More It makes us feel part of their family.
-
We were looking for a team to help us grow our limited portfolio. Somewhere that would take the time to listen to our plans. I must say that we love our experience so far with the entire Tetrault team, especially Tania. From the first discussion … More to regular check in’s we felt like a valued client and not a number. They took the time to get to know us and our goals and provided excellent and reasonable advice. I’m extremely happy with the progress our portfolio and overall plan has developed in a few short months and looking forward to more! Thank you Tania!
-
We moved over to Rob Tetreault because our previous portfolio manager was pretty non-responsive.
Since signing up with Rob, all of our questions are answered promptly, portfolio performance has been significantly better, and we get regular … More updates on issues we need to be aware of.
Thanks Rob for all your hard work on our behalf. -
The Tetrault Wealth Advisory Group recently held an event for investors on Alternative Investments. The event featured three top Alternative Investment managers who highlighted their expertise in Infrastructure, Music Royalties and Agricultural … More Land.Their collective presentation gave me great confidence in their products. Rob Tetrault has long been an advocate of making Alternative investing available to retail investors. His foresight and passion for the Alternative space has benefited our portfolio greatly over the years. The key takeaway for me was that Alternative Investments have a place in all portfolios and that Rob only works with the best proven Investment Managers in the Alternative space. It was an excellent event!
-
An absolute pleasure to have been able to attend the forum. The speakers were exceptionally inspiring in both their accomplishments, as well as the work they are providing. I hope to one day be able to replicate and take part in the provision … More of quality financial advice and client service. Thank you!
-
I had a particularly positive experience with Diego Guzman. He was very warm and his customer service was unmatched. I’m very comfortable with everyone at Tetrault Wealth Advisory Group, I will remain a client for life.
-
Rob hosted an evening and introduced 3 different portfolio managers of Alternative Investments. All 3 brought different and interesting options that are far from the standard run of the mill investments. It was a well run event and it was … More much appreciated. Thanks Rob and Team.
-
Rob, my wife and I were guests of yours, via Dean and Rachel Scaletta, at the Celebrations event tonight. Your generosity was unending. Your participation in the ongoing skit was “brave”. We had an excellent time. Thank you so very much. … More Sincerely, Laurie Etkin (class of ‘81).
-
5 stars event at Celebrations dinner theatre , The Beatles production !
Fabulous show, excellent meal and great company ! Thanks Rob and company for a wonderful evening
down memory lane
Awards
Rob Tetrault and his team have won various awards for performance in the wealth management industry, philanthropy and community service involvement
More Awards…
This acknowledgment, bestowed on an annual basis, recognizes an Investment Advisor who leads our industry across a multitude of factors including client service and best practices, industry professionalism, and growth. Of the many Wealth Advisors in Canada, Rob was chosen as 1 of the top 150 Advisors to receive this prestigious award.
Testimonials
Here are some testimonials that have been written by our business owner and corporate clients. We are very pleased we have exceeded their expectations
More Testimonials…
