Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management Rob Tétrault is a Senior Portfolio Manager & Senior Investment Advisor and leads the Tetrault Wealth Advisory Group at CG Wealth Management

Social Media Disclosure: http://ow.ly/XvqU30o8uTc

05/26/2026

Most business owners don’t think about this until retained earnings start accumulating.

Revenue is up, profits are growing, and suddenly there’s real money sitting inside the operating company.

Which sounds great, until you realize those assets are tied to the same corporation carrying the day-to-day business risk.

That’s usually when the HoldCo conversation starts to matter.

🎥 Full video on holding companies is live on my YouTube channel!

05/20/2026

I released a video on my YouTube channel last week giving my initial thoughts on the “Canada Strong Fund”

One comparison that keeps coming up (from Carney himself) is Norway’s sovereign wealth fund.

But the two are actually 𝘷𝘦𝘳𝘺 different.

Still lots to be ironed out here, and I’m sure more details will come out in the months ahead.

🎥 Full video is live on YouTube!

After celebrating Sandy’s retirement together the other week, it felt only right to share one more thank you for everyth...
05/13/2026

After celebrating Sandy’s retirement together the other week, it felt only right to share one more thank you for everything she’s meant to our team over the years.

Anyone who’s had the chance to know Sandy knows how much warmth and good energy she brings to the people around her. She’s been a friendly face, a great support to so many, and someone we’ll truly miss seeing every day.

We’re excited for you as you start this next chapter and hope it’s filled with lots of relaxation, family time, travel, and plenty of rides on that e-bike.

Thanks for everything, Sandy. Wishing you nothing but happiness in retirement ❤️

05/05/2026

I did a deep dive on a very common question I get from incorporated business owners.

Salary or dividends?

Most people pick one and never look back which is 𝘶𝘴𝘶𝘢𝘭𝘭𝘺 a mistake.

I walked through a case study in the video showing how one change to how you pay yourself could save over $77,000 a year.

If you’re incorporated in Canada and haven’t revisited your payment structure recently, this is worth a watch.

Full breakdown on my YouTube channel!

Adam & I are back LIVE Monday at 12PM CT talking estate planning + answering any questions you might have.If this is som...
04/24/2026

Adam & I are back LIVE Monday at 12PM CT talking estate planning + answering any questions you might have.

If this is something you’ve been meaning to sort out, this is a great place to start.

Hope to see you there, have a great weekend! 🫡

📲 Streaming on YouTube, Facebook, X & LinkedIn

Hard to ignore charts like this.When the VIX closes above 50, forward returns for the S&P 500 have historically been str...
04/07/2026

Hard to ignore charts like this.

When the VIX closes above 50, forward returns for the S&P 500 have historically been strong.

Now of course, this is a small sample size, across a few very specific macro moments (2008, COVID, etc.)

It’s not a guarantee and should absolutely not be used as a timing tool.

That said, we’ll see how this one plays out.

The takeaway for me is that the hardest moments to stay invested have historically been the most important ones.

As grim as it may look, these are the times that long-term investors are ultimately rewarded for.

📊: Creative Planning

Proud to share that Tetrault Wealth has been recognized by Wealth Professional as an Excellence Awardee for Portfolio/Di...
03/31/2026

Proud to share that Tetrault Wealth has been recognized by Wealth Professional as an Excellence Awardee for Portfolio/Discretionary Manager of the Year and for the Most Innovative Use of WealthTech Award.

I’m also proud to share that my sister and business partner, Tania Tétrault, was recognized for the Female Trailblazer of the Year award!

Tania, so well deserved 👏

To our clients, thank you. This recognition is a reflection of the trust you place in us!

Last night the MLT Aikins Outlaws won the Winnipeg Law League championship. 3-2 in overtime.(A huge update that I’m sure...
03/25/2026

Last night the MLT Aikins Outlaws won the Winnipeg Law League championship. 3-2 in overtime.

(A huge update that I’m sure everyone was waiting for - I know)

I’ve been playing with this group for over twenty years, since I was articling.

I eventually left the practice of law but I never left the team.

Over the years the faces have changed. People get busy, life takes over, they move on.

New younger players come in and fill the spots. At some point I stopped being the young guy and became the veteran.

I’m pretty sure I’m now among the oldest players on the team and definitely not among the best.

I’m in my mid-40s. Four kids, a business to run, a calendar that leaves very little room for anything.

But I still show up every week to play rec hockey with a group of guys who are absolutely not good enough to take this as seriously as we do.

And yet here we are, celebrating a law league championship like we just won the Stanley Cup (& I don’t apologize for it!)

Here’s what I’ve realized as I’ve gotten older.

The solo stuff is great. I chase marathons. I train alone in the dark at 5am. I know what that feels like and I love it.

But it’s not the same as this.

Overtime, the finals, a group of guys who want it together.

The nerves are different.
The celebration is different.
The feeling in the room after is different.

Those moments get rarer as you get older.

The schedules get busier, the priorities multiply, and somewhere along the way a lot of people quietly stop making room for them.

I’m really glad I still do!

03/11/2026

If you’re an incorporated business owner, you may have access to a powerful retirement strategy that most Canadians don’t.

It’s called an Individual Pension Plan (IPP)

In this video, I break down:

• How IPPs work
• Who they’re best suited for
• How they compare to RRSPs
• When they may (and may not) make sense

If you’re incorporated and planning for retirement, this is something worth understanding.

🎥 New YouTube video is live!

03/03/2026

Another day, another “don’t ignore taxes in retirement” post

But this one’s important!

When your paycheck stops, your tax profile changes. And if you haven’t thought about marginal rates, CPP/OAS timing, or whether there’s a low-income window to draw from your RRSP…you’re basically winging it.

Guessing with your taxes is expensive.

I run through 7 things to lock in if you’re retiring this year in my latest YouTube video! (link in bio 📲)

02/20/2026

A lot of people feel “basically ready” for retirement.

But the final stretch is where the real work happens...

Income planning, tax strategy, and how withdrawals will actually flow.

If those aren’t clearly mapped out, you’re still guessing.

Here are 8 decisions to get right BEFORE you retire (Full video on my YouTube channel!)

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