Fee Only Financial Planning
Discover Fee Only Personal Financial Planning
See What We Have to Offer!
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
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.
*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.*
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Tetrault Wealth Advisory Group
Canaccord Genuity Wealth Management
1010-201 Portage Avenue,
Winnipeg, MB R3B 3K6
Ph: (204) 259-2859
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.