Business Details
Your Trusted Partner for Holistic Wealth Solutions
At Tetrault Wealth Advisory Group, we are committed to delivering comprehensive wealth management solutions tailored to the unique needs of our clients. With a fiduciary duty to prioritize client interests, our team of certified professionals combines legal expertise, financial acumen, and personalized service to guide individuals, families, and businesses through every stage of their financial journey. Our holistic approach integrates investment planning, tax optimization, retirement strategies, and estate planning, ensuring long-term financial security.Recognized for excellence by industry accolades, we pride ourselves on transparency, bilingual support, and a client-centric philosophy that fosters trust and enduring relationships. Our dedication to community impact and innovative financial solutions positions us as a leader in Canadian wealth management.
Services
Wealth Management
Retirement Planning
Tax Planning
Insurance Planning
Estate Planning
Investment Planning
Sports Wealth Management
Indigenous Wealth Management
Fee-Only Financial Planning
Portfolio Management
Highlights and features
- We offer fiduciary financial advisors legally bound to act in your best interest.
- Our team includes certified professionals with designations like CFP, CIM, and FCSI.
- We provide bilingual services in English and French for broader accessibility.
- We specialize in tailored solutions for Indigenous communities and professional athletes.
- Our client-centric approach includes personalized investment portfolios and tax strategies.
What people say
Superior returns
Trusted team
Exceptional care
Bilingual support
Generational wealth planning
Services
Wealth Management
Tetrault Wealth Advisory Group provides tailored wealth management services that integrate investment strategies, tax efficiency, and risk management. Our team creates customized portfolios aligned with clients' financial goals, whether for individuals, families, or businesses. By combining fiduciary responsibility with certified expertise, we ensure long-term growth and preservation of assets through dynamic market conditions.
Retirement Planning
Our retirement planning services focus on building sustainable income streams and tax-efficient withdrawal strategies. We analyze clients' current financial status, future needs, and risk tolerance to design retirement portfolios that balance growth and stability. With personalized guidance, we help clients transition seamlessly into retirement while minimizing tax liabilities.
Tax Planning
Tetrault Wealth Advisory Group specializes in tax planning solutions that reduce liabilities and enhance investment returns. Our strategies include tax-deferred accounts, income splitting, and charitable giving frameworks. By leveraging legal structures and industry-specific knowledge, we help clients retain more of their wealth across generations.
Estate Planning
Our estate planning services ensure clients' assets are distributed according to their wishes while minimizing probate fees and taxes. We collaborate with legal professionals to establish trusts, wills, and power-of-attorney documents. This service is particularly tailored for high-net-worth individuals and Indigenous communities seeking intergenerational wealth transfer.
Sports Wealth Management
Designed for professional athletes, this service addresses unique financial challenges such as short earning cycles and tax complexities. We provide budgeting strategies, investment education, and career-transition planning to ensure long-term financial stability beyond their athletic careers.
People
Rob Tetrault
Senior Portfolio Manager
Rob Tetrault, a certified portfolio manager with legal and finance credentials, leads the Tetrault Wealth Advisory Group. With over 15 years of experience, he specializes in Indigenous wealth management and has received multiple industry awards. Rob is committed to community development and client advocacy.
Adam Buss
Wealth & Estate Planning Specialist
Adam Buss, holding certifications including CFP and CIM, focuses on comprehensive financial planning and estate strategies. With 19 years in the industry, he partners with clients to create tax-efficient solutions and legacy plans tailored to their unique circumstances.
Tania Tetrault Vrga
Investment Advisor
Tania Tetrault Vrga brings 25 years of finance and entrepreneurship experience to her role. As an advocate for holistic financial solutions, she assists clients in achieving long-term stability through personalized investment strategies and bilingual support.
Derrek Funk
Senior Investment Advisor
Derrek Funk, with over 15 years in the investment industry, manages portfolio operations and logistics for the Tetrault Wealth Advisory Group. His focus on client satisfaction and operational efficiency ensures seamless service delivery.
Rmi Laurencelle
Investment Advisor
Rmi Laurencelle, a University of Manitoba graduate, specializes in client relationship management and portfolio development. His background in private wealth management ensures clients receive professional, data-driven financial advice.
Questions
What services does Tetrault Wealth Advisory Group offer?
We provide wealth management, retirement planning, tax optimization, estate planning, investment strategies, and specialized services for Indigenous communities and professional athletes.
How does Tetrault Wealth differ from other financial advisors?
As fiduciaries, we prioritize client interests with certified expertise, bilingual support, and tailored solutions for unique financial situations.
Do you serve clients outside Winnipeg?
Yes, we offer virtual services across Canada, including major cities like Toronto, Vancouver, Calgary, and Montreal.
What fees are associated with your services?
Our fees are based on asset value, typically around 1% annually, with customized structures for different portfolio sizes and service levels.
How do you support Indigenous communities?
We specialize in Indigenous wealth management, working with First Nations institutions and aligning strategies with the First Nations Fiscal Management Act.
Can I schedule a consultation?
Yes, book a free, no-obligation consultation via our website to discuss your financial goals with our team.
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