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Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management

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Winnipeg, Canada

robtetrault.com
Financial consultant· Investment service· Estate planning attorney· Financial audit· Fund management company· Investment bank· Investment company· Property investment· Tax attorney· Tax consultant

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management Reviews | Rating 5 out of 5 stars (5 reviews)

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management is located in Winnipeg, Canada on 1010-201 Portage Ave. Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management is rated 5 out of 5 in the category financial consultant in Canada.

Address

1010-201 Portage Ave

Phone

+1 2042592859

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Rhonda Hamblin

Rob and his team have been excellent to deal with. Extremely good at communicating especially when the markets are volatile. Always available to answer questions and provide information. They treat you like a friend not just a client.

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Kevin James

Rob and the Tetrault team are incredibly organized, personable and knowledgable. I have never received financial advice with the level of immediate understanding that was communicated to me by this firm. After a first impression, I am already confident they are worth exploring a financial plan with.

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Ray Demers

Rob and his team are terrific. I regret that my wife and I did not make a switch to this firm 15 years earlier. The following really standout for us: 1. They are prompt and responsive. I have not had to ever leave a voicemail. And if I did they would return the call quickly. They are also prompt with email. 2. Friendly. You never feel like you putting them out. It’s like they are your neighbour. The one you like. And we are in Alberta. 3. Their financial acumen is impressive. They do it all. The team is thorough and prepared. They do all types of planning and you will come away well informed and energized about your future. Robs group would be amazing for any point in ones stage of life. If you are a young investor you will truly benefit from this firm. So do the less than young like me. 4. He makes it easy to do business. When we were investigating making a switch Rob made it seamless. No long forms to complete or seminars to attend as a mere prerequisite. In fact, Rob put together an extremely insightful review of our portfolio before we officially decided to move our nest egg to Tetrault. There was a chance we would not take on their services. And not once did we feel pressured. If you are considering a new financial advisor please put Rob and his team on your list. They will soon move to the top of it. My wife and I are really pleased that we did. You will be super impressed with the vibe, guidance and personal touches.

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Carolyn Lawrence

We are very happy that we changed to Rob Tetrault‘s company it takes a lot of stress off when you don’t have to worry every day

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Margaret Robson

We moved our investments to CGWM this past summer in the hopes that our portfolios could be reviewed and suggestions made to better manage our affairs in a more balanced way. (COVID-19 illuminated an imbalance.) It has been a pleasure connecting with Rob, Tania and Adam in the process of moving our money, completing forms and sharing information to create a financial plan tailor-made for our present and future needs. We feel that we are in good (and perhaps, more importantly) trustworthy hands. Our investments have already demonstrated growth. In summary, we couldn't be more pleased that Canaccord Genuity and Tetrault Wealth Management are assisting us in planning for our future. Martin and Mardi Robson

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