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Investment Planning
Build custom investment portfolios in relation to risk-tolerance, age, marital status, goals/needs, current financial positioning and many more variables.
Insurance Planning
Giving you and your family peace of mind in the event of a tragedy or emergency.
Tax Planning
Minimizing your tax bill, leaving you with more money in your pockets to achieve and attain your financial objectives.
Estate & Retirement Planning
Calculate, allocate & prepare for a relaxing retirement.
Are you thinking of buying a new house or lakefront cabin? Perhaps, a top priority is to invest in your children & grandchildren’s RESP so they can have a head start on their postsecondary tuitions/expenses? Do you like travelling and want to take a yearly vacation trip? Are you searching for wealth professionals to preserve your capital while also generating great returns on your investments? All of these things can be attainable with proper wealth management and with the help of the Tetrault Wealth Advisory Group. You have nothing to lose, book your FREE half hour phone consultation right now and let Tetrault Wealth Advisory Group tackle all your pressing financial issues or concerns.
Tétrault Wealth Advisory Group
The Tétrault Wealth Advisory Group is a portfolio management team working for CG Wealth Management. We are fully covered by the Canadian Investor Protection Fund (CIPF) and are held to the regulatory standards set forth by the Canadian Investment Regulatory Organization (CIRO). In addition to satisfying regulatory requirements, working with CG Wealth Management allows the Tétrault Wealth Advisory Group the benefit access to an extensive amount of financial market research to supplement the independent research done within the group.