Our team is committed to providing opportunities for our customers and clients throughout their financial lives. Each team member brings the expertise, judgment, leadership and diversity of thought and experience required to make responsible decisions for all of our clients. Our purpose is clear. We are here to simplify the lives of those who do business with us. We do that by listening to our clients, and connecting them to the financial solutions they need. We provide a World Class Wealth Management experience.
Rob is an award winning Portfolio Manager and leads one of Canada’s leading Wealth Management Firms. After graduating from U of T Law School, Rob initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean’s list at the Asper School of Business.
Robert is the head of the Tetrault Wealth Advisory Group at Canaccord Genuity Wealth Management. Redefining the practice of financial advising and portfolio management by his transparency, honesty and dedication, Rob is a devoted member and leader of the community and has managed to build a practice of high net worth individuals where his clients’ interests come first. Brilliant in so many different capacities of professional financial planning and wealth management, Rob’s expertise in strategic financial planning and his knowledge in investment securities becomes apparent from the instant you meet with him. Rob and the Tetrault Wealth Advisory Group offer clients many services related to their respective financial goals and needs: Investment Planning, Retirement Planning, Tax Planning and Insurance Planning. Rob has been chosen three times in the last couple years to be on Wealth Professional’s list of Top 50 Financial Advisors in Canada, reaching #9 in the 2017 edition and #2 in 2018. Being on the top 50 list amongst Canada’s best Investment Advisors has been a true testament of Rob’s hard work at his practice.
With over 45 years of financial, business & investment industry experience, Claude brings an incredible amount of knowledge, depth & experience to his son’s advisory team. Having started his career in the banking sector and quickly moving up the ranks, Claude became a licensed Investment Advisor in 1977 and developed a deep passion for investments. He became a fellow of the Canadian Securities Institute in 1980 and developed a keen interest in bond trades in the early 1980’s. A serial entrepreneur, Claude also flourished in many different business ventures, with most of them having a focus on real estate or real estate development. Later in his career Claude was a partner at one of Manitoba’s largest Independent Brokerage Firms and ran the corporate finance division – with a focus on raising capital, initial public offerings, and mergers & acquisitions. In doing so, he led many investment banking deals and successfully raised millions of dollars of capital for companies that continue to flourish across Canada. After selling his firm in 2008, and briefly retiring, Claude returned to his lifelong passion and aids his son on a daily basis as a senior strategist. Claude is usually the first one into the office every day and loves chatting about the daily happenings of the stock market.
Derrek grew up with Rob in the town of La Broquerie, Manitoba where he has now settled with his wife Nycol and 3 children. Derrek is a passionate player and fan of the game of golf. A recent memorable experience was attending the 2019 Masters tournament with Rob, and watching his favorite player Tiger Woods, win his 5th green jacket. Derrek has been with the Tetrault Wealth Advisory Group since 2011 and manages the Operations department. Please contact Derrek for all portfolio & logistics related inquiries. He’s always willing and happy to help!
Adam is born and raised in Manitoba. He has spent the last 15+ years of his career working with clients and helping them achieve their financial goals. He truly has a passion for finance planning and provides an exceptional client experience through his holistic planning approach. Adam has a vast amount of knowledge and education to help ensure the best advice is provided to our clients. What areas can Adam assist you with?
- General Financial Planning
- Tax Planning & Strategies
- Estate Planning
- Retirement Planning & Cash Flows
- Education Planning
- Charitable Giving
- Business Succession
- Farm Succession
- Corporate Tax Strategies
- Insurance Solutions & Strategies
- Buy-Sell Agreement Review and Funding
- Individual Pension Plans
- And more…
Outside of work Adam is an avid tennis player and curler.
Born in St-Boniface and raised in La Broquerie, Jean also known as Mox, has been involved in sports for all his life; hockey, golf, volleyball, baseball and the list goes on. Not only does he have the physical prowess and the competitive nature of a world champion, he can also be seen dancing up a storm at social events, playing the drums when he has the house all to himself and playing Settlers of Catan online during his spare time.
Jean’s true passion lies in Digital Marketing. Including but not limited to SEO (Google), SEM, Social Media, Webinars, E-mail Marketing, Podcasting, Website Building and YouTube.
Jean is a proud husband (wife Nicole) and father to three beautiful children: Zoe, Isabelle and Frederik.
His role and mission on the Tetrault Wealth Advisory Group is to spread Rob’s message and financial advice to as many individuals as possible who seek financial planning and investment guidance.
Karen joined the Tétrault Wealth Advisory team in March 2017. She brings with her over 15 years of experience in the financial industry. Similar to Rob, Karen grew up in a rural area outside of Winnipeg and now lives north east of the city with her husband Chad and their two young boys. She has been living an active lifestyle since she was a child, and in her limited free time she enjoys playing volleyball, softball and golf. Together with her family, she enjoys breaking for a winter holiday either to snowboard or to soak up the hot sun.
Karen leads the administrative component of our group which includes but is not limited to: account openings, transfers & maintenance; online access inquiries; statement & tax slip reprints and EFT delivery. Karen is currently a member of the Estate Planning Council of Winnipeg.
Like most of the team members, Jean-Luc grew up in south-eastern Manitoba, more precisely in the town of Ste-Anne. He now resides in St-Boniface with his wife Marie-Christine and their two children.
An avid sports fan, he enjoys watching and playing mostly everything under the sun, from hockey, to soccer, to squash, to spikeball, to FIFA20…
Jean-Luc (or JL for short) has been with the Tetrault Wealth Advisory team since May 2018 and brings with him over 10 years of operational experience. Having always been interested in the world of finance, joining the Tetrault Wealth Advisory Group was a great opportunity. He could not be happier to be part of such a great team and a great company and will make it his pleasure to help with any operational or logistical details.
With Ester’s client-centric focus, and exceptional internal and external customer service, she brings positivity to each interaction at our branch.
Ester is working to complete her industry designation, the CSC. She has always had a zeal for learning, graduating as an Honours student from Garden City Collegiate, and moving on to the University of Winnipeg to major in English. Please be patient with her French. She is re-learning this language on the side to keep up with the bilingual children in her life, as well as the français office chit chat!
Originally from the Fraser Valley in B.C., Ester fell in love with Winnipeg when her family moved here in 2007. Life moved her to Calgary, but a year later she was destined to come back to the Prairies and make Winnipeg her home. She currently enjoys Southern Winnipeg as home base, and lives with her partner and his son and daughter. When not in the office, Ester can be found in her garden, doing yoga, going for a bike ride, or racing through the latest novel for her book club.