Rob Tétrault. World Class.

Lawyer | Finance MBA | Portfolio Manager

Rob has been very busy as of late and has been approached on multiple occasions by the national business news network – BNN.  They keep calling and requesting that he become the centrepiece of their news!  – see some of the highlights here.

The securities or sectors mentioned in this letter 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 opinions expressed herein do not necessarily reflect those of National Bank Financial. 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 may make purchases and/or sales of these securities from time to time on the open market or otherwise.

Portfolio Manager

Rob Tétrault is an award winning Portfolio Manager and leads one of Canada’s leading Wealth Management Firms. After graduating from U of T Law School, Rob initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean’s list at the Asper School of Business.

Robert is the head of the Tetrault Wealth Advisory Group at National Bank Financial. Redefining the practice of financial advising and portfolio management by his transparency, honesty and dedication, Rob is a devoted member and leader of the community and has managed to build a practice of high net worth individuals where his clients’ interests come first. Brilliant in so many different capacities of professional financial planning and wealth management, Rob’s expertise in strategic financial planning and his knowledge in investment securities becomes apparent from the instant you meet with him. Rob and the Tetrault Wealth Advisory Group offers its clients many services related to their respective financial goals and needs: Investment Planning, Retirement Planning, Tax Planning and Insurance Planning. Rob has been chosen three times in the last couple years to be on Wealth Professional’s list of Top 50 Financial Advisors in Canada, reaching #9 in the 2017 edition and #2 in 2018. Being on the top 50 list amongst Canada’s best Investment Advisors has been a true testament of Rob’s hard work at his practice.

 

Community

Rob is an active member in the community, serving on multiple boards, including a role as the longest serving President of the St Boniface Francophone Chamber of Commerce, Board member of Actionmarguerite, the Winnipeg Chamber of Commerce and Le Classique. He is also Past President of the Association des juristes d’expression francaise du MB, Past President of Francophone Sport Manitoba, the Working Group on the Enhancement of French Legal Services and the Official Languages Offices National Advisory Committee.

Rob is also the co-founder and trustee of the Canadian CMV foundation, an organization he created which has the mandate of raising awareness and money to eradicate congenital CMV.

His hobbies include chess (he’s a former Provincial Junior Champion), Settlers of Catan (three time Canadian Champion) and hockey. Rob lives in Winnipeg with his wife Michelle and three children, Alexandre, Arielle and Angeline.


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.