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 top experts in the financial planning and investment advising industry, we pay close attention to all of our client’s personal & financial situation as well as their current age and health. In order to protect an individual’s liabilities and investments, we strive to safeguard our client’s investment portfolio and assets under management in case a major event were to happen to affect our client’s health and well-being. As a top rated wealth management firm, the Tetrault Wealth Advisory Group makes the duty of care of our client’s best interest a top priority.