Wealth Management Services

Investment Planning

The Tetrault Wealth Advisory Group ranks at the top of Winnipeg Wealth Management teams and strives to provide the best comprehensive investment planning & wealth management service to our clients. We do this by offering a vast variety of financial instruments and investment tools. Everything from corporate wealth management to private wealth services, we focus on being the best wealth advisory firm by serving our clients with exemplary client service and by helping them reach their financial goals and needs.

Retirement Planning

Our financial consulting and estate planning team focuses on delivering an all-inclusive retirement plan that will preserve our client’s capital investment while also generating supplemental income through their respective retirement years. We build customized retirement investment portfolios and estate plans tailored to the specific objectives and needs of our clients.

Tax Planning

When discussing investment advice with our clients, the Tetrault wealth management team emphasizes the importance of being fiscally responsible. Tax efficiency can generate better returns in your portfolio and leave you with more money in your pocket. There are several ways our financial advisory team can assist you in building a tax efficient investment portfolio to reduce liability and maximize your returns.

Insurance Planning

As expert Investment Advisors & Planning Professionals, we treat every individual’s situation differently when it comes to planning their respective life insurance. In order to protect one’s financial management plan, we focus our attention on protecting an individual’s assets under management in case something were to happen to our client’s health. As a top rated financial advisory and wealth management firm, we take the duty of care of our client’s best interests very seriously.

Financial Planning

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, your family and your business. At Tetrault Wealth Advisory Group, we know how important it is to develop plans that consider both your current and future needs – and those of your loved ones. Our Wealth & Estate Planning Specialist can guide you through this process, helping to ensure you make the most of your investments.