The Tetrault Wealth Advisory Group Team Members
Our team members are committed to a World Class Wealth Management experience to each and every Tetrault Wealth client.
All our team members are also committed to the highest wealth management standards and judgment for our clients financial well being.
Our mission and purpose is clear, we listen to our clients and connect them to the financial solutions they need.
We are wealth management professionals and simplify the lives of our clients
Rob Tetrault, B.A., J.D., MBA, CIM
Branch Manager & Senior Investment Advisor & Senior Portfolio Manager
Office: 204.259.2859
Email: [email protected]
Rob Tetrault is an award winning Portfolio Manager from Tetrault Wealth Advisory Group. After graduating from University of Toronto 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.
He is now the Head of the Tetrault Wealth Advisory Group at CG Wealth Management. 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.
Rob and the Tetrault Wealth Advisory Group offer clients many services related to their respective financial goals and needs including but not limited to: Investment Planning, Retirement Planning, Tax Planning and Insurance Planning. Rob has been chosen several times to be on Wealth Professional’s list of Top 50 Financial Advisors in Canada, reaching #9 in the 2017 edition, #2 in 2018 and #6 in 2020. In addition, Rob was recognized as a 5-Star Financial Advisor in Canada in 2021 and was named one of Canada’s Top Wealth Advisors by Wealth Professional in 2022.
He was a recipient of the Visionary Award from Radio-Canada and was named to the list of the 100 most fascinating Manitobans, given the St. Boniface Chamber of Commerce Distinction Award, and named to the Top 40 Under 40 for the IAAC.
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, the #1 cause of infant disability. He ran across two provinces, 2 half-marathons per day, along with a team of volunteers and runners (Manitoba and New Brunswick). The main goals were raising funds and raising CMV awareness. During the run across Manitoba, the province passed a Bill in legislation that would require medical staff to now screen all babies at birth for congenital CMV. Rob’s mission is to have other Canadian provinces follow suit.
In his spare time, Rob enjoys recording a podcast called “The Running Journey” along with his brother Charles. The Tetrault brothers talk about their running experiences, everything from training for the next big race to covering their next Marathon track. You can listen to episodes on all streaming platforms and on the “Run with Rob” YouTube channel.
The Head of the Tetrault Wealth Advisory Group currently resides in St-Boniface, the french quarter of Winnipeg with his wife Michelle and four children, Alexandre, Arielle, Angéline and Aubrie.
Tania Tetrault Vrga
Investment Advisor
Over 5 years in the wealth management industry
Office: 204.259.2855
Fax: 204.219.6357
Email: [email protected]
Tania, (Rob Tetrault’s Sister) grew up in rural South Eastern Manitoba and first got involved in finance 25 years ago. She worked for a major Canadian Bank while earning her degree in Mathematics from the University of Toronto.
Tania brings over 2 decades of business operations and finance experience to the table. As an entrepreneur, she has founded and served as CEO of several successful local businesses dedicated to improving the health and wellbeing of Winnipeg families, earning the Saint-Boniface Chamber of Commerce Entrepreneur of the year award in 2013.
Tania lives in Winnipeg with her husband Steve and son Marius. She loves science fiction and philosophy, and exploring new places and cultures with her family. Tania is a physical and mental health advocate, and enjoys all aspects of physical culture, from kettlebells to calisthenics.
Tania takes a holistic but systematic approach to addressing client needs and is dedicated to providing a world class client experience. She would be grateful for the opportunity to connect with you and show you how we can provide personalized, stress-free solutions to meet your financial goals.
Prior to working for CG, Rémi worked at RBC Dominion Securities as an Associate
for a Private Wealth Management team in Winnipeg. During his time at RBC, Rémi honed his
skills in delivering a professional client experience and building client relationships, while also
taking on the role of cash control & account documentation, among other things.
Rémi holds a Bachelor of Commerce (Hons) degree from the University of Manitoba (UofM). During his time at UofM, Rémi also played for the Bisons Men’s Hockey team and was named to the Canada West Men’s all-rookie team, while also earning the Academic All-Canadian award in 2016-2017.
Rémi’s favorite pastimes include hockey, golf, hiking, and tennis.
Derrek Funk, B.Comm (Hons.)
Senior Investment Advisor
Over 15 years in the investment industry
Office: 204.259.2858
Email: [email protected]
Derrek grew up with Rob in the town of La Broquerie, Manitoba where he has now settled with his wife Nycol and 3 children. Derrek is a passionate player and fan of the game of golf. A recent memorable experience was attending the 2019 Masters tournament with Rob, and watching his favorite player Tiger Woods, win his 5th green jacket.
Derrek has been with the Tetrault Wealth Advisory Group since 2011 and manages the Operations department. Please contact Derrek for all portfolio & logistics related inquiries. He’s always willing and happy to help!
Adam W. Buss, CFP® RRC® FCSI® CLU® CIWM® CIM®
Wealth & Estate Planning Specialist
Over 20 years of experience in Wealth and Estate Planning
Office: 204.259.2865
Fax: 204.219.6357
Email: [email protected]
Adam looks after the Wealth & Estate planning needs of our clients in the Winnipeg office since joining the firm in November 2018. His focus and drive to offer holistic financial planning services, strategic Insurance planning, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Adam brings over 19 years of experience in the financial services industry.
He currently holds certification as a Certified International Wealth Manager (CIWM), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC), Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM). These highly regarded professional financial designations are the foundation in developing effective solutions for individuals, business owners and professionals in the areas of strategic wealth planning, retirement planning, risk management, estate planning and wealth transfer.
Jean Moquin
Business Development Associate
Over 10 years of experience in the digital marketing industry
Office: 204.259.2856
Fax: 204.219.6357
Email: [email protected]
Born in St-Boniface and raised in La Broquerie, Jean also known as Mox, has been involved in sports for all his life; hockey, golf, volleyball, baseball and the list goes on. Not only does he have the physical prowess and the competitive nature of a world champion, he can also be seen dancing up a storm at social events, playing the drums when he has the house all to himself and playing Settlers of Catan online during his spare time.
Jean’s true passion lies in Digital Marketing. Including but not limited to SEO (Google), SEM, Social Media, Webinars, E-mail Marketing, Podcasting, Website Building and YouTube.
Jean is a proud husband (wife Nicole) and father to three beautiful children: Zoe, Isabelle and Frederik.
His role and mission on the Tetrault Wealth Advisory Group is to spread Rob’s message and financial advice to as many individuals as possible who seek financial planning and investment guidance.
Tyson Jensen
Marketing Associate
Over 5 years of experience in customer-focused experiences
Office: 204.259.2859
Fax: 204.219.6357
Email: [email protected]
Tyson (or TJ) has been with the Tetrault Wealth Advisory team since February 2023 and brings over 5 years of marketing and customer-focused experience. Tyson holds a Bachelor of Commerce degree with a focus in Finance from the University of Manitoba. He’s always had a knack for marketing & finance which he plans to leverage to contribute to the firm’s growth and success.
When not at work, Tyson can also be found playing basketball, on the golf course (hitting just enough good shots to keep coming back), or hanging out with friends & family.
Karen Kazina, CIM, MTI
Senior Investment Advisor Assistant
Over 20 years of experience in the Financial Services industry
Office: 204.259.2854
Fax: 204.219.6387
Email: [email protected]
Karen joined the Tétrault Wealth Advisory team in March 2017. She brings with her over 15 years of experience in the financial industry. Similar to Rob, Karen grew up in a rural area outside of Winnipeg and now lives north east of the city with her husband Chad and their two young boys. She has been living an active lifestyle since she was a child, and in her limited free time she enjoys playing volleyball, softball and golf. Together with her family, she enjoys breaking for a winter holiday either to snowboard or to soak up the hot sun.
Karen leads the administrative component of our group which includes but is not limited to: account openings, transfers & maintenance; online access inquiries; statement & tax slip reprints and EFT delivery. Karen is currently a member of the Estate Planning Council of Winnipeg.
Jean-Luc LaFlèche
Associate, Client Services
Over 10 years of experience in Business Operations
Office: 204.259.2853
Fax: 204.219.6357
Email: [email protected]
Like most of the team members, Jean-Luc grew up in south-eastern Manitoba, more precisely in the town of Ste-Anne. He now resides in St-Boniface with his wife Marie-Christine and their two children.
An avid sports fan, he enjoys watching and playing mostly everything under the sun, from hockey, to soccer, to squash, to spikeball, to FIFA20…
Jean-Luc (or JL for short) has been with the Tetrault Wealth Advisory team since May 2018 and brings with him over 10 years of operational experience. Having always been interested in the world of finance, joining the Tetrault Wealth Advisory Group was a great opportunity. He could not be happier to be part of such a great team and a great company and will make it his pleasure to help with any operational or logistical details.
Diego Guzman
Business Development Associate
Over 5 years of experience in digital marketing
Office: 204.259.2862
Email: [email protected]
Unlike most of the Tetrault Wealth Advisory Group, Diego was born and raised in the big city. Growing up in St. Boniface and having French as his first language he got to know most of his colleagues through community sports like golf, hockey and curling. Having seen the Tetrault Group win most of these events Diego knew this was a winning team with a great attitude.
Diego Joined the Tetrault Wealth Advisory Group in early January 2020 and is constantly fascinated by the amount of knowledge the Tetrault team possesses. Leaving work every day with new information on the vast world of finance.
His mission on the Tetrault Wealth Advisory Group is to show the world Rob’s message and amazing customer service, financial and investment advice.
Marc grew just outside the perimeter in the town of St Norbert, MB. He now resides in St-Boniface with his wife Jenny and their two children.
Marc joined the Tetrault Group in March 2021 and brings with him over 15 years of operational and management experience in various business fields. His well-rounded experience made him an ideal addition to the Tetrault Team.
In his spare time, Marc enjoys spending time in the great outdoors. He is an avid pitmaster and often spends his weekends cooking up his award-winning barbecue.
Patrick joined the Tetrault Wealth Advisory team in April 2022. He was introduced to the team through various community and charitable events, which fostered a strong professional and personal relationship.
With fifteen years experience in client services, Patrick excels at building and maintaining strong relationships with clients, ensuring all aspects of our services are handled meticulously.
In his spare time, Patrick loves spending time at the cottage, camping & traveling.
Adam was born and raised in Winnipeg Manitoba and brings the better part of two decades experience in the financial industry to the team, including time on the buy side, sell side and as an entrepreneur.
Adam has a bachelor’s degree from the University of Manitoba, an MBA from the Smith School of Business and is a CFA Charterholder. He lives with his beautiful wife Sarah, two sons Owen and Oliver and German Shepherd Stormy.
Gabriel Comeau, B.Comm
Wealth & Estate Planning Associate
Office: 204.259.2875
Email: [email protected]
Before joining CG’s Wealth and Estate Planning Team, Gabriel Comeau worked at CBRE Ltd., a commercial real estate brokerage in Winnipeg. In this role, he managed databases tracking commercial vacancy and rental rates, creating quarterly reports to assess the state of the industrial and office markets. He also assisted brokers in valuing various commercial properties.
Gabriel holds a Bachelor of Commerce degree with a focus in Finance from the University of Calgary. Prior to university, he played junior hockey in Neepawa, Manitoba, which helped shape his strong work ethic and team spirit.
Outside of work, Gabriel enjoys playing golf and hockey, as well as traveling to explore new places and cultures.
Justin grew up in south-eastern Manitoba, in the city of Steinbach. Since his first YouTube video at 12 years old, having that creative knack has always been there at a young age. Being a student athlete and taking theatre/choir classes at the same time, Justin is always known as that “funny guy” which you can always count on to bring energy in the room – whether that’s on stage or on the court.
Ever since living in Toronto where he worked for a media agency, Justin knew that this was his passion. Using the art of being creative, and curating that as a form of storytelling to the right target audience is a key factor in content marketing.
His role in the Tetrault Wealth Advisory Group is to craft clear, impactful content across all social channels, making complex financial topics easy to understand.
