To Whom it May Concern,
I’m writing this letter of reference to outline the exceptional service and strong investment returns we’ve received from Rob Tetrault and his Wealth Management Group.
When my business partner and I sold our business, mf.1 advertising and branding, we were looking to structure our finances to maximize our returns and minimize our tax exposure. We had experienced reasonable success in our business venture and were looking to find the best solution for our investments and retirement strategies. That is when we met Rob and through his counsel and wise investments strategies, we have been able to secure returns that exceeded any other investment products/services we had used to date.
From our very first meeting, Rob told us that he would simplify the management of our investment portfolio. We had a very complicated financial situation, with multiple trusts, corporate accounts and individual accounts spread out at multiple institutions. We were looking to reconcile and find a simpler solution to the management of our investments. Rob delivered on his promise and did it all while providing superior returns and protecting our capital.
Rob sat down with us in meetings with our accounting firm to make sure that any recommendations made would fit into our existing structures. His legal expertise and his Finance MBA were great assets to us as he conducted exhaustive financial planning and estate planning for us. Rob has gained our respect and our confidence in managing our assets. We are impressed with the team he’s built. They are very professional, quite frankly first rate.
When we find a good thing, we believe in sharing it. We are very comfortable in recommending Rob and his team to anyone looking for sound financial advice and solid investment returns. I believe if you give him the opportunity, he will earn your confidence.
Suzanne M., Owner, Marketing Matters Inc