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Lawyer Tetrault Wealth Advisory Group - CG Wealth Management in Winnipeg MB

Tetrault Wealth Advisory Group - CG Wealth Management

Winnipeg, Manitoba, R3B 3K6

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Contact Information

Practice Name
Tetrault Wealth Advisory Group - CG Wealth Management
Location
1010-201 Portage Ave
Winnipeg, Manitoba, R3B 3K6

Corporation Details

About Tetrault Wealth Advisory Group - CG Wealth Management

Tetrault Wealth Advisory Group - CG Wealth Management provides comprehensive estate planning services in Winnipeg, Manitoba. With over 86 years of collective financial expertise, the firm specializes in wealth management, corporate finance, and personalized financial planning. The team focuses on delivering tailored solutions in investment services, tax planning, retirement planning, and insurance planning, ensuring clients receive the highest level of fiduciary care.

Rob Tetrault leads the team with a wealth of knowledge and experience. As a Senior Vice-President and Portfolio Manager, he holds a B.A., J.D., MBA, and CIM designation. His leadership and commitment to excellence have earned multiple awards in the finance industry, showcasing the firm’s dedication to high-performance results. Active on social media, Rob also contributes to the finance community as a board member on the IIROC Manitoba District Council.

The firm emphasizes a fee-only approach, ensuring transparency and alignment with clients' best interests. Portfolio audits and investment planning services further enhance the strategic financial guidance provided. Tetrault Wealth Advisory Group stands ready to assist individuals and businesses in navigating complex financial landscapes.

With a strong focus on estate planning and wealth management, Tetrault Wealth Advisory Group offers essential services for financial success. The firm’s experience and commitment to client satisfaction position it as a reliable partner in financial planning. Connect with Tetrault Wealth Advisory Group at 1010-201 Portage Ave, Winnipeg, Manitoba, R3B 3K6 for expert guidance in all financial matters.

Tetrault Wealth Advisory Group - CG Wealth Management Specialties