Introducing Fee Only Financial Planning Services – Chat With a ‘Fee for Service’ Financial Planner Today!

From big picture to small details, we can help you with your investment needs.

Tetrault Wealth Fee Only Financial Planning Services Are Here!

For

*Personal*  *Small to Mid Sized Business*  *Corporate*

What we do

Tetrault Wealth Advisory Group’s mission is driving our clients financial goals to success. We listen to you and connect you to
the financial solutions you need. We help you discover and develop the best ways to optimize your wealth today and into the future.

Discover the Tetrault Wealth Difference!

We are happy to introduce our fee-only financial planning as a service done by Certified Financial Planners & Advisors

serving all Canadians across Provincial Canada and its Provinces including:
– Winnipeg, Vancouver, Ottawa, Calgary, Toronto, Edmonton –

-Personal Fee Only Financial Planning-

Developing a financial plan or estate plan will help ensure
that you have the information and tools to make the right
investment choices for you and your family

***Working with our team you can expect***

• Overview of Current Financial Position
• Financial Goal Overview
• Retirement Planning
• Estate & Legacy Planning (Inc. review of Estate documentation (Wills, POA etc))
• Education Planning
• Debt Management
• Strategic Tax Planning
• Cash Flow Analysis / Budgeting
• Insurance Needs Analysis
• Investment Portfolio Audit
• Charitable Giving / Philanthropic Planning
• Family wealth planning

In addition to:

• Comprehensive Financial Plan (Hard Copy & PDF)
• Discovery Meeting, Plan Presentation Meeting
• One Plan Update or Revision (if required based on error or change to material information)
• Up to 4 additional review meetings (these include any coordination with accountant or lawyer) during one year service agreement (new fees applicable beyond one year) * Not all categories will apply in all situations, fee does not change based on inclusion or exclusion of potential topics.

 

-Business Fee Only Financial Planning-

“Developing a sound business financial strategy to maximize gains
and minimize losses customized to your needs is our specialty.
Whatever your situation is we know we can help!”

*** Working with our team you can expect all of the benefits of our Personal Financial Plan ***

-Plus-

• Corporate Investment Audit
• Buy-Sell Review & Funding
• Corporate Risk Management & Insurance Strategies
• Corporate Structure Review (Opco / Holdco / Trusts)
• Corporate Tax Planning Concepts
• Business Succession Planning Review
• Compensation Overview
• Portfolio Review & Analysis

In addition to:

• Comprehensive Financial Plan (Hard Copy & PDF)
• Discovery Meeting, Plan Presentation Meeting
• One Plan Update or Revision (if required based on error or change to material information)
• Up to 4 additional review meetings (these include any coordination with accountant or lawyer) during one year service agreement (new fees applicable beyond one year)

*Not all categories will apply in all situations, fee does not change based on inclusion or exclusion of potential topics.

Why Choose Us?

*Work with a leading leading fiduciary financial advisor Rob Tetrault and his
team of financial specialists. Tetrault Wealth Advisory Group is a world class
wealth management firm specializing in holistic custom financial solutions.*

We

•    Assure you confidence and peace of mind for obtaining the best possible financial results
•    Solve & create custom/personalized financial planning and management done for any required situation
•    Alleviate your stress worry from your finances – Our fiduciary Certified Financial Planners & Advisors take care of that for you
•    Have over 125 years of collective wealth management expertise from qualified financial professionals
•    Guarantee complete integrity with our services – Rob & Claude Tetrault have served the National fiduciary oversight committee IIROC boards collectively for 12 years and serve as current elected members

*All client accounts with us are protected by the Canadian Investor Protection Fund (CIPF) and Investment Industry Regulatory Organization of Canada (IIROC)*

 

Please get in touch and schedule a free no obligatory phone consultation using the form below and one of our team members
will get in touch with you shortly to discuss how we can solve your unique financial situation.

Or if you prefer:          By Phone/Email   CONTACT US                   By Speak To Rob   SPEAK TO ROB TETRAULT

*Introducing Our Fee Only Financial Planning Services – Speak to a ‘Fee for Service’ Financial Planner Now*
You can also find us on Alea, Siri & Google Home by asking: “Find a fee only financial planner near me”

Our Certified Fee Only Financial Advisors & Financial Planners Service Serve Greater

Winnipeg, Manitoba – Toronto, Ontario – Edmonton, Alberta – Québec City, Quebec – Regina, Saskatchewan – Victoria, British Columbia – Fredericton, New Brunswick – St. John’s, Newfoundland and Labrador – Yellowknife, Northwest Territories – Halifax, Nova Scotia – Iqaluit, Nunavut – Charlottetown, Prince Edward Island – Whitehorse, Yukon

Tetrault Wealth Advisory Group solves your unique financial needs by our performance award winning custom and holistic approach towards financial & wealth management.

Call or Schedule a Convenient Time to Discuss Your Financial Needs Today!

  Getting Started is Easy!

Kindly fill out the form below and we will reach out shortly


Tetrault Wealth Advisory Group

Canaccord Genuity Wealth Management
1010-201 Portage Avenue,
Winnipeg, MB R3B 3K6
Ph: (204) 259-2859
rtetrault@cgf.com

Tétrault Wealth Advisory Group

The Tétrault Wealth Advisory Group is a portfolio management team working for Canaccord Genuity Wealth Management. We are fully covered by the Canadian Investor Protection Fund (CIPF) and are held to the regulatory standards set forth by the Investment Industry Regulatory Organization of Canada (IIROC). In addition to satisfying regulatory requirements, working with Canaccord Genuity 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.