“We are happy to introduce our fee-only financial planning as a service done by certified financial planners and advisors serving all Canadians across Provincial Canada and its provinces including Winnipeg, Vancouver, Ottawa, Calgary, Toronto, and Edmonton,” says a spokesperson for Tétrault Wealth Advisory Group.
This fee for service financial planner is ideal for the planning of personal, small to midsized business, and corporate clients.
“When you hire us as your wealth advisor, you will work with a leading fiduciary financial advisor Rob Tétrault and his team of financial specialists,” says a spokesperson for Tétrault Wealth Advisory Group. “We are a world-class
wealth management firm specializing in holistic custom financial solutions.”
Their personal fee-only financial planning involves developing a financial plan or estate plan to ensure that you have all of the information and tools to make proper investment choices for your family.
The fee-only financial planner for small to midsized businesses and corporations helps to develop a sound business financial strategy that will maximize gains and minimize losses in a way that is customized specifically to the needs of your company.
Tétrault Wealth Advisory Group has a clear purpose. They want to simplify the lives of those who choose to do business with them. They listen to their clients and connect them with the right financial solution.
“Our team is committed to providing opportunities for our customers and clients throughout their financial lives,” says a spokesperson for Tétrault Wealth Advisory Group. “Each team member brings the expertise, judgment, leadership and diversity of thought and experience required to make responsible decisions for all of our clients.”
Contact them today to take part in their world-class wealth management experience. Learn more at robtetrault.com.
About Rob Tétrault: Rob Tétrault is an award-winning Portfolio Manager and has been ranked in Wealth Professional’s Top 10 Wealth Advisors in Canada 3 times in the last 4 years. Also known as the World’s Greatest Dad, Rob was previously a successful lawyer at MLT Aikins and is currently an esteemed board member in the Winnipeg community. He is a dedicated husband and father who co-founded the Canadian CMV Foundation, a charity on a mission to eradicate congenital CMV, the #1 cause of infant disability.
About 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 benefits of access to an extensive amount of financial market research to supplement the independent research done within the group.