Tétrault Wealth Advisory Group Reviews

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.

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

Rob and his team do an outstanding job at every level. Over the years, I had given a number of other local firms a 2-year tests period to prove their value to me as an investor. I settled on Rob and his team. They consistently outperformed others, offered great council, charged fair fees and do really seem to care about my wellbeing above their own. Beyond that, they do a great deal of benevolent and community outreach work, which also makes them a good corporate citizen; and this is important to me. It is good to have my assessment confirmed by numerous financial management bodies, who keep ranking Rob and team among the top 5 in Canada. Un Grand Merci a Rob et toute son équipe qui sauf-garde toujours les intérêts de moi et de ma famille. On investit tous avec Robert. Il appuie notre communauté francophone et offre ses services en français; rien de mieux.

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.

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

Excellent advice given, timely, caring and personal as well

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.

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

The team provided full clarity and thorough explanations on investment options

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

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.

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

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.

Great service and listens to our concerns and gives great advice