« On behalf of the St-Boniface Hospital Foundation, I am very pleased to provide a letter of reference with respect to the services provided by Rob Tetrault Wealth Management Group.
In the past 12 months, we undertook a very lengthy process to determine who was best suited to manage the Foundation’s significant Portfolio. We received proposals from over 10 very qualified candidates at a variety of investment firms throughout Canada. The board was quite pleased with the depth of the presentation and the professionalism displayed by Rob and as a result they were successful in winning the bid for the portfolio.
We decided to work with Rob and his group because they had the strongest focus on capital preservation while assuring us that we’d be able to meet our needs for growth over time. We also feel extremely confident in the abilities of Rob and his entire team. The level of service we’ve received since we’ve decided to deal with them has greatly surpassed our expectations.
We’re quite proud to say that we’re associated with such a reputable financial institution, and we look forward to working with Rob and his team for years to come. I feel quite strongly that any institution, non-for profit, Endowment Fund or Foundation would be well advised to trust Rob Tetrault’s very capable group. »
Charles (Chuck) L.