Business Details
Your Trusted Partner for Financial Advisory Services in Winnipeg
Tetrault Wealth Advisory Group is a fiduciary-certified financial advisory firm dedicated to providing comprehensive wealth management solutions. With a focus on personalized service, we combine decades of industry experience with advanced financial planning expertise to serve individuals, families, and businesses across Canada. Our team of certified professionals holds prestigious designations including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI). We specialize in holistic financial planning, investment management, tax-efficient strategies, and estate planning tailored to each client's unique circumstances.Backed by Canaccord Genuity Wealth Management, we offer access to extensive research resources and institutional-grade investment products. Our commitment to fiduciary standards ensures all recommendations prioritize client interests above all else. Through bilingual services and community-focused initiatives, we build lasting relationships based on transparency, accountability, and measurable results. With virtual capabilities spanning coast to coast, we serve clients in major Canadian cities while maintaining our Winnipeg headquarters.
Services
Wealth Management
Retirement Planning
Tax Planning
Estate Planning
Investment Management
Insurance Planning
Financial Calculators
Sports Wealth Management
Indigenous Wealth Management
Fee-Only Advisory
Highlights and features
- We operate under strict fiduciary standards with certified financial planners
- Our team holds advanced designations including CFP, CIM, and FCSI
- Bilingual services available in English and French
- Community-focused philanthropy with local non-profit partnerships
- Access to institutional-grade investment research through Canaccord Genuity
Associations and certifications
- Canadian Investor Protection Fund (CIPF)
- Canadian Investment Regulatory Organization (CIRO)
What people say
Excellent client communication
Great professionalism
Bilingual service excellence
Community philanthropist
Proven investment guidance
Services
Wealth Management
Our comprehensive wealth management services combine personalized investment strategies with holistic financial planning. We create customized portfolios aligned with your risk tolerance, time horizon, and financial goals. Our team continuously monitors market conditions and adjusts strategies to optimize returns while maintaining appropriate risk levels. Clients benefit from access to institutional-grade investment products and proprietary research resources.
Retirement Planning
We develop tailored retirement strategies that consider government programs, personal savings, and employer-sponsored plans. Our specialists analyze RRSPs, TFSAs, and pension options to create sustainable income streams. We model various scenarios to ensure financial security throughout retirement while optimizing tax efficiency and addressing estate planning considerations.
Tax Planning
Our tax planning services focus on minimizing current and future tax liabilities through strategic investment placement and account selection. We implement tax-loss harvesting techniques, income-splitting strategies, and retirement account optimization. Clients receive personalized guidance on flow-through shares, trust structures, and intergenerational wealth transfer tax implications.
Estate Planning
We coordinate comprehensive estate plans that include wills, power of attorney documents, and insurance strategies. Our specialists help clients structure their affairs to minimize probate fees and ensure smooth asset transfer to beneficiaries. We work with legal professionals to implement tax-efficient gifting strategies and business succession plans.
Insurance Planning
Our insurance solutions protect against financial risks through life, disability, and critical illness coverage. We assess individual needs to determine appropriate policy types, including term, universal, and whole life insurance. Clients receive guidance on integrating insurance with overall financial plans and optimizing coverage for tax efficiency.
People
Rob Tetrault
Senior Portfolio Manager
Rob Tetrault combines legal expertise with financial acumen as a Certified Financial Planner. With credentials including J.D., MBA, and CIM designations, he provides bilingual investment advice to clients across Canada. His community involvement includes supporting local non-profits through board participation and financial guidance.
Adam Buss
Wealth & Estate Planning Specialist
Adam Buss holds multiple certifications including CFP, CLU, and CIM. With 19 years of experience, he specializes in complex estate planning and tax mitigation strategies. His expertise covers registered plans, insurance solutions, and business succession planning for high-net-worth individuals and professionals.
Questions
What financial services do you offer?
We provide comprehensive wealth management including investment planning, retirement strategies, tax optimization, estate planning, and insurance solutions for individuals and businesses across Canada.
Are you fiduciary financial advisors?
Yes, we operate under strict fiduciary standards, always prioritizing client interests in all recommendations and financial decisions.
Do you serve clients outside Winnipeg?
We serve clients nationwide through virtual consultations, supporting major Canadian cities from Vancouver to Halifax with personalized financial planning.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Investment Managers (CIM), and Fellows of the Canadian Securities Institute (FCSI) with advanced financial expertise.
How do you charge for services?
We offer fee-only, assets under management, and complexity-based pricing structures tailored to each client's specific needs and portfolio size.
Can you help with non-profit financial planning?
Yes, we specialize in non-profit financial management, including foundation investments and charitable giving strategies with demonstrated experience supporting community organizations.
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Reviews (7)
Shayet Paul
Jan 20, 2022
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Itz Sucedo
Dec 24, 2021
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Mfu Ndoeh
Dec 23, 2021
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Excellent, friendly, knowledgeable trader . Fast, convenient, affordable service. I highly recommend Kathrine Lucas she made over $12,000 with just the minimum investment of $1000 on my trading account . Contact her one WhatsApp+12523688769 or Email:kathrinelucas170@gmail.com
Kehinde Falana
Dec 22, 2021
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This has been an incredible experience from day one This wasn't my first time trading but honestly I didn’t know what to expect when I first joined. After much loss. God walked me through the entire process from start to finish, which was a HUGE plus! They made the entire process so easy and hassle-free! I’m very impressed! I will definitely be referring his to you all. His Name is MR Kevin McCarthycrypto, best trader Contact him directly on Email: kenvinmccarthycrypto72@gmail.com WhatsApp:+1(726)268_3019
Mustapha Bashir
Dec 22, 2021
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Ajibade Hammed Adebowale
Dec 02, 2021
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At first I never actually build any interest on this Binary/Forex trading of a thing but when I later gave it a try with the Help of this wonderful Expert Trader Mrs Cathy Frederick. It was a successful trade for me. All I did was to invest $550 into my first trading and to my greatest surprise, I received huge amount of $5,420 as profit in 6 days… of trading. Mrs Cathy Frederick was the trader that made it possible and she is still doing it all for me.. You want to be happy and bill free like me do well to reach out to her via Email: cathyfrederick867@gmail.com WhatsApp: +1 (321) 300-6179
Uwakima Akpan
Oct 04, 2021
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MY BEST TRADING EXPERIENCE EVER I have seen and tried different strategies and methods even lost alot of money while trying. Until i was introduce to this new strategy that got me back on track and i have been able to regain my lost money and still making consistent growth on all of my trade. Mrs Lilian Wilson is an amazing trader, she steadily lifted me out of financial penury. If you are interested and tired of losing your money You can reach her on Email: Lilianwilson220@gmail.com WhatsApp: +1 (315) 696-7425
