Wealth Management Services
We focus on providing the best investment planning and wealth investment management to our clients by offering a wide variety of financial investment services in asset management. From private wealth management to corporate wealth services, we strive to be amongst the top wealth management firms by giving our clients the best financial and investment planning services.
We strive to deliver in depth financial planning & analysis that will allow our wealth management team to build our client’s portfolios with the end goal of preserving and generating our client’s supplemental income through their retirement years. We customise retirement investment portfolios to our client’s specific and respective needs of our clientele.
Being fiscally responsible is always on top of mind when giving our clients professional financial advice on tax efficiency. There is a wide variety of financial investments and instruments that allow an individual or an institution to efficiently reduce taxes on their returns. We make every effort to reduce tax liability and maximize investment returns.
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.
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.
Award-Winning Winnipeg Wealth Management Group
World Class Fiduciary Financial Advisor in Canada.
Rob Tétrault is an award-winning Portfolio Manager and head of the Tetrault Wealth Advisory Group.
As Branch Manager of the Canaccord Genuity Wealth Management Winnipeg investment office,
he leads one of the top Winnipeg Wealth Management Groups.
His team provides executive wealth management strategies
for affluent Canadians through holistic wealth management solutions.
Are you looking for a Certified Financial Planner in Winnipeg?
Financial Planning is a cornerstone of our service offering for our clients.
Tetrault Wealth Advisory Group also offers expert advice in the following areas:
Investment, Financial, Tax, Insurance, Retirement and Estate Planning.
You deserve to work with one of the best financial advisors in Winnipeg
Canada’s 2nd ranked Wealth Advisor in 2018, as awarded by Wealth Professional.
With offices in all the major cities in Canada, the Tetrault Wealth Advisory Group offers its holistic wealth management services in Vancouver, Calgary, Edmonton, Winnipeg, Toronto and Montreal.
My unique background as Lawyer, Finance MBA and Portfolio Manager allows me to provide my clients with the breadth and scope of unmatched investment advice in both English and French.
From the simplest things such as returning phone calls and emails to the more complicated minutia of providing replies to all reporting requests. World Class Service.
Providing every one of our clients with unparalleled premier investment advice. World Class Investment Solutions.
“The service at Tétrault Wealth Advisory Group has been amazing for our Non-Profit Organization.
From Rob himself attending board meeting to answer important questions for our directors, to the team at the office providing us with reports and summaries at the drop of a hat. We are always made to feel as « one of the family », never just another numbered client. The bilingual service is also very important for our organization, we are happy to say the the whole team delivers every time. Their excellent client communication is one of the things that set them apart.
When choosing a portfolio manager for our foundation, it was important to us to have someone who not only supports our cause, but numerous others in the community as well. Rob Tétrault is a perfect example of a Community Philanthropist and we are proud to be associated with his name.
The Tétrault Wealth Advisory Group has shown us great professionalism and proven investment expertise. We are confident in their capabilities to manage the important investments of our Hospital Fund.”
– Zoe N.