Media

Financials BNN prediction video

By | Media and events, Video | No Comments

Transcript

Speaker 1: What’s interesting to you right now in this crazy market environment, Rob?

Rob: Well, I’m really interested in oil. I really like financials. Somewhere near here in my mind there will be a bottom in the next…whatever it is, three, six, nine months. I do know that long-term I’ll be happy that I bought financials around this time.

Health & Wealth Forum

By | Media and events | No Comments

On Saturday November 25th 2017, the Tetrault Wealth Advisory Group along with CrossFit Winnipeg hosted their very first of what we hope will be many more events together. It was the first time the brother and sister duo (Rob & Tania) hosted a forum style Q&A with various health experts of the community and we are proud to report a great turnout, with over 50 attendees.

We were particularly excited to be able to team up with some other local businesses to come with a pretty diverse panel of experts, including the following.

Liz Jones / Cranio Sacral Therapist & Owner of Jellyfish Float Spa – Stress & Pain Management Specialist
Dr. Kailey Murphy / Health & Wellness Coach – Goal Setting & Habit Change Specialist
Dr. Christopher Notley / Chiropractor and Athletic Therapist – Specializing in spine and sports injury care
Gary McLeod / Registered Massage Therapist & Nutrition Coach – Movement & Mobility Specialist
Chris Gair / CrossFit Level 1 Trainer – Weight Loss Specialist

We’d like to thank everyone who attended and we’d like to thank our panel of experts for donating their time as well as some swag for our attendees and draw prizes.

From left to right: Rob Tetrault, Chris Gair, Liz Jones, Gary McLeod, Tania Vrga, Kailey Murphy, Christopher Notley

 

CTV: Future Outlook of Marijuana Market in Canada

By | Media and events, Video | No Comments

Rob was interviewed by CTV on Wednesday November 1st 2017. He spoke about his take on the marijuana sector and the future outlook of this market in Canada.

Transcript

Rob: It’s a new industry, so people think, “Oh, imagine if I were to have got in on the tech industry at the start.

National Bank Financial Portfolio Manager, Rob Tetrault says, Investors are keen to get in on cannabis. He says, with several new companies trading publicly, people looking to invest should proceed with caution.

Rob: These companies, you’ve got to look at how much capacity they have. Are they actually licensed already? Do they have distribution? Are they going to be able to produce? Are they going to be able to expand? Well, at the end of the day, Canadians can only smoke so much marijuana.

Investor Seminar

By | Media and events | No Comments

On September 26, 2017, the Tetrault Wealth Advisory Group held an investor seminar for high income earners on the following topics:

  • Minimizing taxes by using a unique new approach of “No market risk Flow-Through shares”.
  • Strategy of reducing the cost of charitable giving by donating a certain category of shares rather than cash.

Part of the presentation educated the attendees on the strategy of using past capital gains and capital losses to help owners of holding companies to withdraw funds from their corporations to themselves personally, while significantly reducing the taxes.

The main approach discussed and presented at the seminar was the use of both strategies mentioned above (reducing taxes by utilizing a unique new market free risk Flow-Through shares and taking money out of personal “holding companies” effectively by using past losses and doing more effective charitable giving.

This presentation was part of a series of on-going timely “Investor Seminars” which the Tetrault Wealth Advisory Group regularly holds for its clients.

 

5th Archdiocesan Gala

By | Media and events | No Comments

Rob was a proud major sponsor of the 5th Archdiocesan Gala hosted by Victoria Inn. This year’s proceeds are going to support the archdiocese’s seminarians and the Saint Boniface Cathedral Renewal Project. Rob and his wife Michelle are seen here taking a picture beside the 200th Anniversary for Catholic Church in Western Canada logo.

 

BNN – Tragically Hip Day

By | Media and events, Video | No Comments

Being a long-time Tragically Hip Fan, Rob talks on BNN about his experience at the Hip’s last concert in Winnipeg. Being a proud patriotic Canadian and big hockey fan, the Tragically Hip were a top favorite in Rob’s music playlists year after year. The Kingston band are pioneers of Canadian rock music and have left their footprint all over the world with their unique sound and on-stage performances. It’s never easy saying farewell to a legendary singer like Gord Downie. His music and lyrics live on and every fan will always cherish their Tragically Hip moments and memories. RIP Gordon Downie, you were one of the best music personalities this world has seen and you will be truly missed.

Transcript (Andrew Bell and Robert Tétrault)

Andrew: Just moments ago Toronto’s Mayor officially claimed today, August 10th “Tragically Hip Day”. Now Rob Tétrault is our guest-host, Paige, and he was at the concert in Winnipeg when they sang Bobcaygeon and they talked about the Constellation Revealing themselves, I bet a lot of people were crying. I think I would.

Rob: It was a very, very emotional moment, Paige, and the hottest ticket in Winnipeg by far, more than our playoff games. Resale values were through the roof on the secondary market. So much so that they had to intervene and scalpers were actually arrested and charged in Winnipeg. There were a couple of sting operations. It was really big in Winnipeg. I was at the concert, very, very emotional, took my sister who went to her first ever concert at the Tragically Hip and Gord, when he made his farewell walk around the stage at the end, it was a little dusty in there, yeah, a little dusty. My eyes were…yeah, a little dusty.

Andrew: Rob Tétrault, one of the greatest Canadian bands ever?

Rob: I think so, yeah. I’m a big, big believer in Canadian stories. I’m a proud, proud Canadian. I’m proud to have seen the last concert in Winnipeg of Tragically Hip.

2017 Philanthropy & Community Service of the Year Award

By | Media and events | No Comments

Robert’s latest award given by Wealth Professional Magazine was the 2017 Philanthropy & Community Service of the Year award. This latest award is a confirmation of Rob’s hard work and generosity in the local community as he has been a proud supporter of local charities since starting his career as a Portfolio Manager in 2010. Major contributions have been made to the D.A.S. (Directorat de l’activité sportive), the Université of Saint-Boniface’s gymnasium and volleyball teams, and the Canadian CMV Foundation, a National Charity created by Robert. Now in its fourth year, Rob is proud to have recently passed the $ 250,000 mark in funds for this charity.

Rob co-founded an annual ball hockey tournament held at the Fort Gilbratar grounds every February in effort to raise funds for the Canadian CMV Foundation. Rob is the President and Founder of the above mentioned foundation and he co-founded the annual event aiming at gathering family and friends together to participate in physical activity with the goal of eradicating the CMV disease all over the world. You can find more information on the Canadian CMV Foundation at www.cmvcanada.com.

Rob sponsored the purchase of soccer balls for every child involved in soccer activities organised by the D.A.S. The sponsorship was well received and was greatly appreciated by the children and parents involved in the soccer league and camps in our local community of Saint-Boniface. Robert received countless compliments and gratitude from parents at the end of the soccer season for his sponsorship and involvement in the D.A.S. Rob also sponsored underprivileged youth to give them the opportunity to attend summer sports camp through the “Camps sport et plein air” program.

Université of Saint-Boniface also benefited from Tetrault Wealth Advisory Group’s sponsorship of revamping the gym floor and re-branding the men and women’s volleyball jerseys. Rob played volleyball throughout high-school and went on to play at the University of Moncton as a freshman.

Rob grew up playing several sports at a young age and continued through his university years and has personally seen and experienced the great benefits that sports and physical activity have on kids and young adults.

As a proud father of 4, Rob recognizes the importance of having kids involved in sporting activities at a young age. Developing physical and mental strength, building confidence, making new friendships and learning from failures are all key components to a healthy upbringing.

Advisor: How I keep my business growing

By | Media and events | No Comments

2016 was quite the year for Rob Tétrault. Adding 77 new clients and boosting assets under management by $95 million (a 75% increase) would’ve led some advisors to take their foot off of the gas, but not for Tétrault: 2017 is proving to be another blockbuster year.

Tétrault has added another $50 million in AUM year-to-date and is consistently signing new clients. On top of all of that, Tétrault and his wife recently celebrated the arrival of their fourth child (which meant he had to miss the WP Awards in Toronto last month).

“I have a very strong team and I’m lucky enough to have found really good people who work well together and care about the clients as much as I do,” says Tétrault, who is head of the Tétrault Wealth Advisory Group at National Bank Financial. “Everyone embraces our model and the commitment to clients we have here. As a result, most of our clients come in as a referral.”

Tétrault leads a team of eight and has carefully handpicked each person. Instead of hiring people based on their education or experience, Tétrault brought people on who he trusted; people he knew were hardworking and reliable. “I grew up in a small town about an hour south east of Winnipeg, called Marchand, and ended up hiring people I knew growing up,” he says. “My head of operations and I grew up together. I knew he had a strong work ethic and was loyal. I knew he cared about people.”

Tétrault is committed to marketing and has worked hard to establish a brand in the local Franco-Manitoban community. He believes that offering specialized services to this group has been a key driver to his growth.

Achieving good investment returns has also played an integral role in enabling Tétrault to grow his client base. Tétrault doesn’t believe in “reinventing the wheel” or taking on unnecessary risk in order to find returns. He likes blue chip equities and has been overweight U.S. and global stocks recently, which has helped his portfolios. Tétrault has also made changes on the fixed income side – in his defensive, balanced and conservative portfolios.

“We use alternatives to fixed income such as Principal Protected Notes, equity linked GICs and mortgage investment corps, and that greatly helps reduce risk and volatility and increase risk adjusted returns,” Tétrault, who worked as a litigation lawyer before completing a finance MBA, says. “We also have a portion of our portfolio in real assets, like REITs and infrastructure, because long-term there is less volatility and they generally create consistent, stable income streams that prevent the portfolios from suffering as much in a downturn.”

Although he missed the recent WP awards gala, Tétrault was awarded the prize for Philanthropy and Community Service of the Year in his absence. Giving back to the community is clearly a top priority. Tétrault is the longest-serving president of the St. Boniface Chamber of Commerce and is also the co-founder of Le Classique, an outdoor winter hockey festival. Five years ago, Tétrault founded a national charity – the Canadian CMV foundation – which has raised over $250,000 and is in talks with the government to change legislation.

“Both of my sets of grandparents were charitable people, they didn’t have much but would always give whatever they could,” Tétrault says.  “It’s important to give back to those less fortunate. If you don’t have money, you can give your time.”

Original article: http://www.wealthprofessional.ca/the-frontline/advisor-how-i-keep-my-business-growing-227796.aspx

“Turning trust into a trademark”

By | Media and events | No Comments

By Leo Almazora
Wealth Professional Magazine
27 Mar 2017

There are many paths to success in the financial services industry. Some take the straightforward approach, laying a solid foundation through formal education and acquiring designations over years, with the clear goal of entering the field. Robert Tetrault has always worked as a professional, but he started out in a different field: insurance litigation.

“I was a practicing and active lawyer at the largest law firm in Manitoba – Aikins McAulay & Thorvaldson – and I realized that I wanted to advise people in a slightly different manner,” said the head of the Tetrault Wealth Advisory Group at National Bank Financial.

View Full Article

The securities or sectors mentioned are not suitable for all types of investors and should not be considered as recommendations. Please consult your investment advisor to verify whether this security or sector is suitable for you and to obtain complete information, including the main risk factors. The particulars contained herein are intended to provide general guidance on matters  of interest for the audience who accepts full responsibility for its use, and is not to be considered a definitive analysis of the law and factual situation of any particular individual or entity.  As such, it should not be used as a substitute for consultation with a professional accounting, tax, legal or other professional advisor. This commentary reflects my opinions alone, and may not reflect the views of National Bank Financial Group. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain companies mentioned herein and may receive remuneration for its services.  National Bank Financial and/or its officers, directors, representatives or associates may have a position in the securities mentioned herein and make purchases and/or sales of these securities from time to time on the open market or otherwise.