Reviews of Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management (Financial Consultant)

Agnes Gosselin

Rob Tetrault and his team have given us professional friendly personal guidance with our retirement planning and savings, especially during and after the sale of our business. We can openly discuss our concerns and feel he is working in our best interest. He is very knowledgable in his field and see him not only as our Financial Advisor but also a friend. I have recommended him to many of our friends.

Matty Dubs

From the moment you walk into the Tetrault office you can feel the passion that drives the team. The staff was extremely friendly, informative but most of all trustworthy. Combined with the way they put together personal plans and portfolios is hands down what makes them the best in the industry.

Francine Roy

Robert and his team have alway me feel like family and while always being professional at the same time and quick to respond to my needs.

Halah Hijazi

The team provided full clarity and thorough explanations on investment options

Louis Tétrault (Papalou)

(Translated) Unparalleled customer service and products and tailor-made portfolio! (Original) Service à la clientele sans pareil et produits et portfolio fait sur mesure!

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.

Shiny ShoeZ

Works with clients that have 500,000. Gave some sound advice to get there ASAP.

Jacqueline Enns

Excellent advice given, timely, caring and personal as well

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.

Dan Krumholz

Best professional advice in town. I would definitely recommend them.

Zoé Nakata

The service at Tétrault Wealth Advisory Group has been amazing for our Non-Profit Organization. From Rob himself attending board meeting to answer important questions for our directors, to the team at the office providing us with reports and summaries at the drop of a hat. We are always made to feel as « one of the family », never just another numbered client. The bilingual service is also very important for our organization, we are happy to say the the whole team delivers every time. Their excellent client communication is one of the things that set them appart. When choosing a portfolio manager for our foundation, it was important to us to have someone who not only supports our cause, but numerous others in the community as well. Rob Tétrault is a perfect example of a Community Philanthropist and we are proud to be associated with his name. The Tétrault Wealth Advisory Group has shown us great professionalism and proven investment expertise. We are confident in their capabilities to manage the important investments of our Hospital Fund.

Ray Hussain

Outstanding services! Rob and his team delivered way above my expectation! Definitely recommend these guys! They provide service you won't see anywhere else!

Patrizia Tacchi

Bravo to the entireTetrault team. Superior customer service. Only regret is I wish I would have found them earlier.

Daniel Piche

My wife and I have been using Robert and his team for our personal investments and we've received nothing but great service and solid returns since we started working with them! In addition to working with Robert and his team on a personal level I also get to deal with them through my work as a professional accountant. I have found that their incredibly timely service, ability to provide me with crucial information and their desire to provide their clients with solutions to their issues is second to none. Its no wonder they've been receiving so many accolades over the past few years!

D R Melancon

Dealing with Rob and his team of highly skilled, responsive and caring individuals makes us feel like a family. They care about and for your money as if it was their own. We cannot think of anyone we trust more and highly recommend Rob and his team to everyone we know.

Joel Grenier

Very accommodating professional service. They worked around my busy schedule to get things done for me. Incredible involvement in the community as well. From supporting kids soccer programs , hospital fundraisers to CMV charity work. This team really rallies together to get things done.

Claude St.Hilaire

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!

Shaun M

Questions are answered on a timely basis. The Fiduciary responsibility was a big factor in joining the TWAG.

Pat Tetrault

I'm very confident in Robert Tetrault and the crew at Tetrault Wealth Advisory Group. I've invested my personal life savings and I trust them to make the right decisions with my money. The team's wealth of business knowledge and feedback has helped me build my business into a successful trucking company. They have played a huge role in many communities in Manitoba and what they have done for the CMV foundation is beyond amazing! The team provides a "Top Notch" and professional service, they are as good as it gets and I could not imagine a better company to invest my money with. Thanks again to the team and here's to a wonderful and rewarding 2018!

Isabelle Houde

Great service and listens to our concerns and gives great advice

Todd S

After several years of staying on the sidelines due to concerns of past dealings we have had with investment advisors and fluctuating markets that are difficult to navigate, my wife and I decided last year that we have waited long enough and it was time to seek someone out that we could trust with our investment portfolio. After doing some of our own research, we were intrigued by the Tetrault Wealth Advisory Group website so we setup an appointment to meet with Rob. Our first meeting was scheduled after regular business hours to accommodate our needs without any hesitation by Rob. He came very prepared to discuss their investment philosophy, wanted to understand what we are looking for, how they can help us, options for us to consider, and made sure we never felt rushed or any questions were beneath him . We left the meeting with a very strong first impression of not only the firm, but Rob himself. We immediately transferred our portfolio to his care and couldn't be happier with our decision (except that we should have gone to meet with him years earlier). The team has done a great job creating a balanced portfolio that has performed very well especially given the volatile markets. We have continued to increase our investment contributions to the portfolio and look forward to working closely with Rob and his team to help grow our retirement savings. If you are looking for your first wealth advisory firm or considering changing firms to manage your investments, we would highly recommend you contact Rob and setup a meeting to find out what he will be able to do for you.

Christine Laramee

Rob and his team provide excellent customer service and took the time to answer all our questions and concerns as it relates to our investments. The entire team understand the responsibility of managing our investments to ensure our future goals can be accomplished. I would highly recommend the Tetrault Wealth Advisory Group.

Julien Grenier

Robert Tetrault and his team at Tetrault Wealth Advisory Group have always provided exemplary service. The lengths they will go to ensure you are completely satisfied is truly remarkable. Over and above the expert investing advice, Robert has a kind heart. He truly cares about giving back to his community and this shows through in the work he does for countless charities. Would absolutely recommend!

Joanne Girouard

Enjoy our encounters with this professional team every time. Service with a smile and full of helpful financial advice.

Johnny Galbichka

From the very first time we met with Rob I felt comfortable with his advice and was even more reassured once we met with the rest of his group. We felt secure in in our decision to have them handle our investments. Their hard work and knowledge is evident in the results of our portfolio. We always get the time we need when we meet and have never felt rushed when we met.

Lorette Cenerini

Since becoming clients of the Tetrault Wealth Advisory Group six months ago, our experience with Rob and his team has been extremely positive. We look forward to seeing what the future holds for us under their client-focused professional approach and expertise regarding investments and wealth management!

Christine Galbichka

When it came time for me to make some serious investment decisions I met with several different financial advisors. While I received good solid advice from most of them, something was missing. Then someone suggested meeting with Rob. I first met Rob at a social event and was impressed enough by him to set up a meeting to discuss my financial situation. Again I received good solid financial advice, but this time there was more. I felt a connection that I hadn't with the other advisors. The knowledge, courtesy and professionalism shown by Rob and his team was very impressive. Shortly after that meeting I became a client.

Shawn Saleem

I highly recommend Rob Tetrault and his team for all of your wealth management and financial planning needs. I am very satisfied with the performance of my portfolio to date and the meticulous client care I receive from the Tetrault Wealth Advisory Group anytime I reach out with a question or concern. I look forward to working with Rob and his team for many years to come.

Pierre Piché

Couldn’t be happier that I chose to invest with Rob Tétrault and his team. Their expertise on investing is obvious and I’m getting the results I’ve been looking for.

jayme burgoyne

I really enjoyed my experience at Tétrault Wealth Advisory. They weren't only true professionals, they delivered top notch service. Thanks you Tétrault Wealth Advisory Group!!

Donald Kehler

Rob and his team are very professional and always willing to go the extra mile. They are involved in the community and help to sponsor and organize many charitable events.

Mary Loepp

Robert Tetrault and his team at Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management are very personable and approachable. Rob is very involved in ensuring that your needs are addressed and questions are answered. He and his team are very accessible and have a great customer service approach. It is truly a pleasure to be able to speak with someone when you call. We are always left feeling that we have been heard and any requests we may have will be taken care of. The team is very knowledgeable and provide excellent financial advise. They have a program in place to assist in developing strong plans for retirement, prepared specifically for you by incorporating your individual wants and needs into the plan. It is very apparent that Rob has a kind heart and truly cares about giving back to his community. This is reflected through in the work he does for numerous charities and his demeanor. We are happy with our choice to move over to Rob's team and would absolutely recommend!

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

Joel Martine

Rob and his team are true professionals, with great service and excellent knowledge. Rob is passionate about his community and what he does, and he’s got the awards to back it up!

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

Jacques Saquet

(Translated) Robert Tétrault and his group of advisors are at the forefront of the financial world and have the assets to make my investments successful. I want to acknowledge the ongoing efforts of the support staff, especially Karen Kazina and Jean Moquin. (Original) Robert Tétrault et son groupe d'aviseurs sont à la fine pointe du monde financier et possèdent les atouts nécessaires pour faire réussir mes placements. Je tiens à souligner les efforts constants du personnel de soutiens , en particulier Karen Kazina et Jean Moquin.

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.

Skye Grexton

An extremely professional group- Top notch advise and service.

Janet Ilchyna

We had previously gone from advisor to advisor, hoping that we would find someone who would take our investments and care for them as if they were their own. We were blessed 5 years ago when a colleague recommended Rob Tetrault to us. After meeting with Rob & Derrek we knew we had found our FOREVER Advisors. We thoroughly trust them with our savings and know that they are working hard for US. The customer service that we receive is outstanding. We highly recommend Rob and his team!

Andre Massicotte

You cannot ask for better attention and service.

Dylan Ryder

From my initial meeting with Rob and his team I noticed a high degree of professionalism and customer service. They truly want to help and assist in anyway possible to ensure your goals are met. After I had left the meeting I was already working on transferring all my investments over for Rob and the team to manage. The communication is second to none and always helpful in understanding the reasons behind your portfolios performance. Would definitely recommend them to anyone who wants a knowledgeable team who will work in your best interest to grow your portfolio and ensure you understand and are kept up to speed with all the info along the way.

Michelle Seidler

Always a pleasure to do business with Rob and his team! Thank you for your wonderful service ...merci beaucoup!

Myron Selby

Rob and his father are fantastic people. They both sat down with me and reviewed all my financial goals and explained everything in a simple manner. They truly understand the financial markets and want everyone to reach their financial goals. I highly recommed Rob at Canaccord Genuity to handle all your financial investments. You will be very happy with their investment recommendations and market performance. Rob is always approachable to answer any questions you may have! Keep up the great service at Cannacord and all the best to you and your staff in 2020!