Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management
Winnipeg
(4)
Winnipeg
(4)
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.
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4 customer reviews
Terry
Rob's team is extremely talented. They are so organized and know exactly to do in every single situation. I couldn't be happier to have Rob as my advisor.
Lisa
The Tetrault team is incredibly organized, personable and knowledgable. I'd highly recommend dealing with them.
John
Rob and his team have been very professional with our business relationship. I transferred my assets with Tetrault Wealth a couple years ago and I haven't looked back. Rob has to be one of the smartest individuals in the investing space, I'm glad I have him and his team in my corner. More...
Rob Doesn't Care
The telephone consultation I had with Rob was a nightmare. Not only was he unwilling and incapable of helping me, he was insulting and denigrating during the entire conversation. I just wish I would have shut him down sooner instead of allowing him to abuse me as he did. Rob gives the distinct impression that he does not care, as a result, not only did he express that he will not help, he went out of his way to try to make me feel terrible while I am in the middle of a divorce after 20 years of marriage. I recommend you avoid doing business with him. More...
What do you love most about your job?
I get to help individuals accumulate and preserve their wealth so they can achieve their goals and needs. I love helping people master their finances and investments through holistic wealth managemen.
What inspired you to start your own business?
On my wedding day, my mother told me something that stuck with me every since. She said "Rob, you can do anything you want in life as long as you set your mind on accomplishing those goals and never stop till you do". It's at that exact moment, that I knew I wanted to be a Portfolio Manager and build an extremely successful team who are all as passionate as I am to help people with their wealth.
Why should our clients choose you?
Our team is committed to providing a World Class Wealth Management experience 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.
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 Advisory Group 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.
