- Exclusive Investment Planning Masterclass -

- Exclusive Investment Planning Masterclass -

 How To Build A Secure

 How To Build A Secure

Investment Portfolio

Investment Portfolio

With Rob Tétrault

Award-Winning Portfolio Manager & Head of the Tetrault Wealth Advisory Group

With Rob Tétrault

Award-Winning Portfolio Manager & Head of the Tetrault Wealth Advisory Group

That Can Help You Retire WHEN You Want, HOW You Want!

That Can Help You Retire WHEN You Want, HOW You Want!

Discover why 'old-school' advisors struggle to deliver the returns you want, and learn how my unique approach has helped Canadians like you build the investment and retirement portfolios they deserve.

Discover why 'old-school' advisors struggle to deliver the returns you want, and learn how my unique approach has helped Canadians like you build the investment and retirement portfolios they deserve.

 Meet Rob Tétrault - Award-Winning Portfolio Manager, Senior Vice-President & Head of Tétrault Wealth Advisory Group.

 Meet Rob Tétrault - Award-Winning Portfolio Manager, Senior Vice-President & Head of Tétrault Wealth Advisory Group.

Hi, I’m Rob. I focus on helping Canadians like you build wealth, protect your retirement and secure a legacy for your children and grandchildren.

Hi, I’m Rob. I focus on helping Canadians like you build wealth, protect your retirement and secure a legacy for your children and grandchildren.

After a successful career as a litigation lawyer at Aikins MacAulay Thorvaldson, I went on to complete a Finance MBA and was a member of the Dean’s list at the Asper School of Business. Today, I'm an award-winning portfolio manager with a truly personalized approach to investment management.

After a successful career as a litigation lawyer at Aikins MacAulay Thorvaldson, I went on to complete a Finance MBA and was a member of the Dean’s list at the Asper School of Business. Today, I'm an award-winning portfolio manager with a truly personalized approach to investment management.

Over the last eight years, I’ve helped countless clients improve their investment returns, build stronger retirement plans, and create the portfolios they deserve. And as a result of my unique 'personalized performance portfolio' approach, I've been fortunate enough to receive multiple awards from a variety of respected industry bodies. 

Now, I'm here to show YOU how I build award-winning investment portfolios that can help deliver the results you deserve.

Over the last eight years, I’ve helped countless clients improve their investment returns, build stronger retirement plans, and create the portfolios they deserve. And as a result of my unique 'personalized performance portfolio' approach, I've been fortunate enough to receive multiple awards from a variety of respected industry bodies. 

Now, I'm here to show YOU how I build award-winning investment portfolios that can help deliver the results you deserve.

"Every morning when I wake up, I endeavour to be the best Chartered Investment Manager. I promise to give my clients strategic Professional Financial Planning in addition to a World Class Wealth Management Experience. Our Best Private Wealth and Financial Management Advisors in Canada are proud to offer both English and French Financial Planning & Private Wealth Management Advice."

"Every morning when I wake up, I endeavour to be the best Chartered Investment Manager. I promise to give my clients strategic Professional Financial Planning in addition to a World Class Wealth Management Experience. Our Best Private Wealth and Financial Management Advisors in Canada are proud to offer both English and French Financial Planning & Private Wealth Management Advice."

Why I Decided To Host This Masterclass...

Why I Decided To Host This Masterclass...

You may be wondering why I've taken the time out to deliver this ground-breaking investment planning masterclass to you for FREE. There are two reasons...

First, I'm firmly against the 'cookie-cutter' approach many investment advisors still take toward portfolio management. In my opinion, these old-school approaches are no longer suited to the modern world. I want to show YOU the difference, so you're better equipped to challenge the status-quo and get the retirement you deserve.

Second, I believe that the best way to serve clients is to help educate them on the key factors that help a portfolio stand out. In this masterclass, I'm showing you exactly what's worked for my clients over the last few years... and why my approach resulted in a bunch of major awards from respected industry bodies.

 And maybe... just maybe... what you learn in this masterclass will make YOU decide it's time you put your financial future in the hands of a truly world-class portfolio manager.

You may be wondering why I've taken the time out to deliver this ground-breaking investment planning masterclass to you for FREE. There are two reasons...

First, I'm firmly against the 'cookie-cutter' approach many investment advisors still take toward portfolio management. In my opinion, these old-school approaches are no longer suited to the modern world. I want to show YOU the difference, so you're better equipped to challenge the status-quo and get the retirement you deserve.

Second, I believe that the best way to serve clients is to help educate them on the key factors that help a portfolio stand out. In this masterclass, I'm showing you exactly what's worked for my clients over the last few years... and why my approach resulted in a bunch of major awards from respected industry bodies.

 And maybe... just maybe... what you learn in this masterclass will make YOU decide it's time you put your financial future in the hands of a truly world-class portfolio manager.

Here's What You'll Learn In This Masterclass

Here's What You'll Learn In This Masterclass

  • Why most investment advisors still use 'cookie-cutter' asset allocations, and what that means for your retirement portfolio...
  • What to do if you want to retire EARLY but don't think you're on the right track to get there...
  • The portfolio planning 'tricks' that enable you to minimize the taxes you pay after your retire...
  • The ONE mindset shift you need to make if you want a top-performing investment portfolio...
  • How to discover what type of retirement plans suit YOU - and how to make sure you're investing for the right reasons...
  • Where to start when you feel overwhelmed and don't know where you should be putting your money first...
  • Why most investment advisors still use 'cookie-cutter' asset allocations, and what that means for your retirement portfolio...
  • What to do if you want to retire EARLY but don't think you're on the right track to get there...
  • The portfolio planning 'tricks' that enable you to minimize the taxes you pay after your retire...
  • The ONE mindset shift you need to make if you want a top-performing investment portfolio...
  • How to discover what type of retirement plans suit YOU - and how to make sure you're investing for the right reasons...
  • Where to start when you feel overwhelmed and don't know where you should be putting your money first...
  • The key components of a successful retirement and investment portfolio, and why you need one to live the life you want...
  • Why reframing the difference between risk and volatility is essential to the success of your portfolio...
  • How to prevent your financial obligations from holding you back when it comes to building a great investment portfolio...
  • The top 5 mistakes most investment advisors make when building your retirement plan...
  • Stories of how others have transformed their returns, and how you can do it too.

FREE BONUS:

  • Exclusive opportunity to speak with Rob personally about your retirement plans and investment portfolios.
  • The key components of a successful retirement and investment portfolio, and why you need one to live the life you want...
  • Why reframing the difference between risk and volatility is essential to the success of your portfolio...
  • How to prevent your financial obligations from holding you back when it comes to building a great investment portfolio...
  • The top 5 mistakes most investment advisors make when building your retirement plan...
  • Stories of how others have transformed their returns, and how you can do it too.

FREE BONUS:

  • Exclusive opportunity to speak with Rob personally about your retirement plans and investment portfolios.

This Masterclass Is For You If...

This Masterclass Is For You If...

  •  You feel like your investment portfolio isn't delivering the returns you deserve...
  •  You feel confused or frustrated about the advice you've been getting until now...
  •  Your life is in some sort of transition because of an upcoming change in circumstances, and you want to protect your wealth...
  •  You feel like your investment portfolio isn't delivering the returns you deserve...
  •  You feel confused or frustrated about the advice you've been getting until now...
  •  Your life is in some sort of transition because of an upcoming change in circumstances, and you want to protect your wealth...
  •  You're a business owner or non-profit organization who wants the most tax-efficient financial planning strategies open to you...
  •  You've been trying to get more from your investments, but keep getting disappointing returns...
  •  You're not sure how to build a retirement plan that could lead to the retirement of your dreams...
  •  You're a business owner or non-profit organization who wants the most tax-efficient financial planning strategies open to you...
  •  You've been trying to get more from your investments, but keep getting disappointing returns...
  •  You're not sure how to build a retirement plan that could lead to the retirement of your dreams...

HURRY!

HURRY!

This Masterclass Won't Be Around Forever...

This Masterclass Won't Be Around Forever...

This May Just Be The Best Time Investment You Make All Year!

This May Just Be The Best Time Investment You Make All Year!

Life is too short to put up with below average investment returns. If you have a portfolio of $200,000 or more and think it could be doing better, then you need to attend this Exclusive Retirement Planning Masterclass. 

Life is too short to put up with below average investment returns. If you have a portfolio of $200,000 or more and think it could be doing better, then you need to attend this Exclusive Retirement Planning Masterclass. 

  • Go from feeling uncertain and stressed out about your retirement portfolio, unable to plan properly for your future, to feeling excited about what your retirement could be like!
  • Start feeling like you have a clear direction and goal for your retirement plans... 
  • Lower your stress levels and start feeling more relaxed...
  • Feel more secure about your future...
  • Go from feeling uncertain and stressed out about your retirement portfolio, unable to plan properly for your future, to feeling excited about what your retirement could be like!
  • Start feeling like you have a clear direction and goal for your retirement plans... 
  • Lower your stress levels and start feeling more relaxed...
  • Feel more secure about your future...
  • Snap out of your feelings of powerlessness over finances and get back in control of your future...
  • Recover from previous losses and poor portfolio performance in the past...
  • Get that retirement you deserve but that seems so far out of reach...  
  • Achieve greater clarity and transparency about your investment, tax and retirement situation...
  • Snap out of your feelings of powerlessness over finances and get back in control of your future...
  • Recover from previous losses and poor portfolio performance in the past...
  • Get that retirement you deserve but that seems so far out of reach...  
  • Achieve greater clarity and transparency about your investment, tax and retirement situation...

 What Rob's Clients Say…

 What Rob's Clients Say…

“On behalf of the St-Boniface Hospital Foundation, I am very pleased to provide a letter of reference with respect to the services provided by Rob Tetrault Wealth Management Group.

In the past 12 months, we undertook a very lengthy process to determine who was best suited to manage the Foundation’s significant Portfolio. We received proposals from over 10 very qualified candidates at a variety of investment firms throughout Canada. The board was quite pleased with the depth of the presentation and the professionalism displayed by Rob and as a result they were successful in winning the bid for the portfolio.

We decided to work with Rob and his group because they had the strongest focus on capital preservation while assuring us that we’d be able to meet our needs for growth over time. We also feel extremely confident in the abilities of Rob and his entire team. The level of service we’ve received since we’ve decided to deal with them has greatly surpassed our expectations.

We’re quite proud to say that we’re associated with such a reputable financial institution, and we look forward to working with Rob and his team for years to come. I feel quite strongly that any institution, non-for profit, Endowment Fund or Foundation would be well advised to trust Rob Tetrault’s very capable group.”

Charles (Chuck) L.

“On behalf of the St-Boniface Hospital Foundation, I am very pleased to provide a letter of reference with respect to the services provided by Rob Tetrault Wealth Management Group.

In the past 12 months, we undertook a very lengthy process to determine who was best suited to manage the Foundation’s significant Portfolio. We received proposals from over 10 very qualified candidates at a variety of investment firms throughout Canada. The board was quite pleased with the depth of the presentation and the professionalism displayed by Rob and as a result they were successful in winning the bid for the portfolio.

We decided to work with Rob and his group because they had the strongest focus on capital preservation while assuring us that we’d be able to meet our needs for growth over time. We also feel extremely confident in the abilities of Rob and his entire team. The level of service we’ve received since we’ve decided to deal with them has greatly surpassed our expectations.

We’re quite proud to say that we’re associated with such a reputable financial institution, and we look forward to working with Rob and his team for years to come. I feel quite strongly that any institution, non-for profit, Endowment Fund or Foundation would be well advised to trust Rob Tetrault’s very capable group.”

Charles (Chuck) L.

Grab Your Seat & Start Writing The Next Chapter Of Your Financial Future – Your Time To Make A Difference Is Now!

Grab Your Seat & Start Writing The Next Chapter Of Your Financial Future – Your Time To Make A Difference Is Now!

 No Payment Or Credit Card Details Required - 100% FREE

 No Payment Or Credit Card Details Required - 100% FREE

  • You're smart, so you already know that providing your name and email address means you agree to receive email notifications related to this event.
  • You're smart, so you already know that providing your name and email address means you agree to receive email notifications related to this event.

As Featured In

As Featured In

  • You're smart, so you already know that providing your name and email address means you agree to receive email notifications related to this event.
  • You're smart, so you already know that providing your name and email address means you agree to receive email notifications related to this event.

“The level of professionalism and the expertise on investing from Tetrault Wealth Advisory Group far exceeded my expectations. On top of that, the service from the entire team has been amazing. My wife and I have never felt more confident in our investment plan! I would highly recommend the Tetrault Wealth Advisory Group.”

Claude S.

“The level of professionalism and the expertise on investing from Tetrault Wealth Advisory Group far exceeded my expectations. On top of that, the service from the entire team has been amazing. My wife and I have never felt more confident in our investment plan! I would highly recommend the Tetrault Wealth Advisory Group.”

Claude S.

"I’m writing this letter of reference to outline the exceptional service and strong investment returns we’ve received from Rob Tetrault and his Wealth Management Group.

When my business partner and I sold our business, mf.1 advertising and branding, we were looking to structure our finances to maximize our returns and minimize our tax exposure. We had experienced reasonable success in our business venture and were looking to find the best solution for our investments and retirement strategies. That is when we met Rob and through his counsel and wise investments strategies, we have been able to secure returns that exceeded any other investment products/services we had used to date.

From our very first meeting, Rob told us that he would simplify the management of our investment portfolio. We had a very complicated financial situation, with multiple trusts, corporate accounts and individual accounts spread out at multiple institutions. We were looking to reconcile and find a simpler solution to the management of our investments. Rob delivered on his promise and did it all while providing superior returns and protecting our capital.

Rob sat down with us in meetings with our accounting firm to make sure that any recommendations made would fit into our existing structures. His legal expertise and his Finance MBA were great assets to us as he conducted exhaustive financial planning and estate planning for us. Rob has gained our respect and our confidence in managing our assets. We are impressed with the team he’s built. They are very professional, quite frankly first rate.

When we find a good thing, we believe in sharing it. We are very comfortable in recommending Rob and his team to anyone looking for sound financial advice and solid investment returns. I believe if you give him the opportunity, he will earn your confidence."

Suzanne M., Owner, Marketing Matters Inc

"I’m writing this letter of reference to outline the exceptional service and strong investment returns we’ve received from Rob Tetrault and his Wealth Management Group.

When my business partner and I sold our business, mf.1 advertising and branding, we were looking to structure our finances to maximize our returns and minimize our tax exposure. We had experienced reasonable success in our business venture and were looking to find the best solution for our investments and retirement strategies. That is when we met Rob and through his counsel and wise investments strategies, we have been able to secure returns that exceeded any other investment products/services we had used to date.

From our very first meeting, Rob told us that he would simplify the management of our investment portfolio. We had a very complicated financial situation, with multiple trusts, corporate accounts and individual accounts spread out at multiple institutions. We were looking to reconcile and find a simpler solution to the management of our investments. Rob delivered on his promise and did it all while providing superior returns and protecting our capital.

Rob sat down with us in meetings with our accounting firm to make sure that any recommendations made would fit into our existing structures. His legal expertise and his Finance MBA were great assets to us as he conducted exhaustive financial planning and estate planning for us. Rob has gained our respect and our confidence in managing our assets. We are impressed with the team he’s built. They are very professional, quite frankly first rate.

When we find a good thing, we believe in sharing it. We are very comfortable in recommending Rob and his team to anyone looking for sound financial advice and solid investment returns. I believe if you give him the opportunity, he will earn your confidence."

Suzanne M., Owner, Marketing Matters Inc

CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA 

CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA 

© 2019 Rob Tétrault, Tétrault Wealth Advisory Group, & Cannacord Genuity Wealth Management

 All Rights Reserved | Unauthorized Copying and Distribution Prohibited

© 2019 Rob Tétrault, Tétrault Wealth Advisory Group, & Cannacord Genuity Wealth Management

 All Rights Reserved | Unauthorized Copying and Distribution Prohibited