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Fee Only Financial Planner in Toronto, Ontario

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Fee Only Financial Planner Toronto. Financial planners and financial advisors in Toronto. Video conferencing anywhere in Ontario – Tetrault Wealth Advisory Group Fee Only Financial Planning Services

For

*Retirement*  *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. *Fee Only Financial Planner Toronto*

Discover the Tetrault Wealth Difference!

Introducing our Fee Only Financial planner & Fee Based Investment Advisor Services done by World Class Fiduciary Certified Financial Planners & Advisors

Serving Greater Toronto area offering fee only financial planning in Toronto 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 an Award Winning leading Fiduciary Financial Advisor, Portfolio Manager,

fee only financial planner Toronto and Investment Advisor Rob Tetrault and his team of Certified Financial Planners.

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 Alexa, Siri & Google Home by asking: Find a “fee only financial planner near me”

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

Winnipeg, Manitoba – Toronto, Ontario – Edmonton, Alberta – Québec City, Quebec – Regina, Saskatchewan – Victoria BC – 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!

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Tetrault Wealth Advisory Group

Canaccord Genuity Wealth Management
1010-201 Portage Avenue,
Winnipeg, MB R3B 3K6
Ph: (204) 259-2859
[email protected]

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.

Unique Toronto: 16 Places You Can’t Miss

Toronto is the most populous city in Canada and the provincial capital of Ontario, so it’s no surprise that there are a lot of things to do. Seeing as Toronto is such a big place, it’s hard to know what to see on your visit. So, here are 16 places you can’t miss when visiting Toronto.

Toronto’s history

Toronto has a long history, and most visitors will want to start by visiting the historic CN Tower. It’s the tallest free-standing structure in North America and one of Toronto’s most recognizable landmarks. The tower is located in downtown Toronto, which is a great place to visit for both locals and tourists.

The CN Tower offers amazing views of the city, but it also tells the fascinating story about how Toronto became what it is today (including how it turned into one of the world’s largest multicultural cities). Visitors can explore 160 feet up from street level or view exhibits from a glass floor nearly 100 stories off the ground.

Another crucial site to see when in Toronto is Casa Loma. It was originally built as a residence for Sir Henry Pellatt, but now it’s open for daily tours that include access to five acres of beautiful gardens. You’ll have to pay an admission fee, but you’ll get to see why this castle is among the top three castles in North America according to Guinness World Records!

Toronto has so much more than just these two attractions, though! There are multiple parks and gardens, museums and galleries, shopping districts with department stores like Saks Fifth Avenue and Holt Renfrew, restaurants with celebrity chefs like Jamie Oliver and Susur Lee…the list goes on!

Must-see landmarks

CN Tower

The CN Tower is one of the most iconic landmarks in Toronto. It’s a 1,815-foot-tall tower that offers visitors 360 degree views of the city from the top. The tower was built to be the world’s tallest free-standing structure and was completed in 1976. It still ranks among the tallest towers in North America today.

The SkyDome

The SkyDome or Rogers Centre is one of the most famous buildings in Toronto and it holds two records: it’s currently the world’s largest retractable dome, and it is also the only stadium with a fully membrane roof that opens right up to let natural light in. This stadium played host to a number of major events including three MLB All Star games, four Grey Cups, and five World Series.

The Royal Ontario Museum

The Royal Ontario Museum (ROM) is one of Canada’s largest museums with more than 5 million museum visitors every year. Not only does this museum have an impressive collection but it also has an observation deck on its roof with views of some of Toronto’s most famous landmarks like Casa Loma and Nathan Phillips Square.

If you want to see what life was like for people during different times periods, head over to Casa Loma! Originally built as a mansion for Canadian financier Sir Henry Pellatt, this castle gives tourists a glimpse into what life was like during medieval times as well as Victorian times.
Nowadays, tours are offered every day so you can get access to this beautiful castle!

 Five places you want to visit in Toronto

1. Casa Loma

Casa Loma is a beautiful castle that was built in the early 1900s with over 100 rooms and secret passages. The castle is currently a museum and offers tours of the inside.

2.CN Tower

The CN Tower is one of Toronto’s most well-known landmarks, towering at over 1,600 feet tall. The tower has incredible views of the city and is worth checking out while you’re there. Plus, they offer glass floor rides to show you what it would feel like to fall from the top!

3. Kensington Market

Kensington Market is one of Toronto’s most eclectic neighborhoods, offering everything from vintage clothing shops to street food vendors. If you’re looking for something different than your normal tourist destination, Kensington Market is it!

4. Ripley’s Aquarium

One of Toronto’s most popular attractions is also one of its biggest – Ripley’s Aquarium of Canada is home to an impressive collection of animals from around the world as well as a walk-through tunnel full of sharks! You can’t miss this aquarium if you’re visiting Toronto!

5. St Lawrence Market

If you want to get your shopping on while in Toronto, head over to the St Lawrence Market and check out all the local wares on offer – be sure not to miss their famous peameal bacon sandwich too!

The CN Tower
The CN Tower is one of the most famous landmarks in Toronto. It’s located in Downtown Toronto and it’s the tallest freestanding structure in North America. It’s a great place to visit when you want a 360 degree view of Toronto. You can also go up to the observation deck which is on level 121 to see the views from above.

St Lawrence Market
St Lawrence Market is the perfect place to start your Toronto tour. It’s one of the oldest and most popular tourist attractions in Toronto with over 100 years of history. The market features fresh produce, seafood, meats and cheeses from around the world. Located on Front Street East and Jarvis Street, it’s home to a variety of vendors that switch out monthly for an ever-changing selection. You can’t miss this landmark when visiting Toronto.

Conclusion
Toronto is a city with a rich history and culture, with attractions that range from historical sites to modern architecture.
Here are 16 landmarks that you can’t miss when visiting the city:
1. The CN Tower
2. The St Lawrence Market
3. Union Station
4. Casa Loma
5. Old City Hall
6. The Royal Ontario Museum
7. The Royal Conservatory of Music
8. Canada’s Wonderland
9. Ripley’s Aquarium
10. Artscape
11. Ontario Science Centre
12. Air Canada Centre
13. Ontario Place
14. Kensington Market
15. Osgoode Hall
16. The Distillery District