Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management

We are here to keep providing opportunities for clients and customers at every stage of their financial journey. Our team members collectively have the experience, expertise, judgment, leadership, diversity of thought, and grit required to help clients make educated choices. In a word, our goal is to make life easier for those who choose to do business with us. We put our clients first. We listen to their needs and provide them with the right financial solutions. We create a World-Class Wealth Management Experience. Our portfolio management is our biggest strength. Our team offers a World-Class Wealth Management Experience. We hold ourselves accountable and offer a level of service that is proactive and trustworthy. Our clients love our ability to take charge and do what is right. They also love the kind of advice we give them. It comes from an authoritative, informed place that is kind and compassionate. Tetrault Wealth Advisory Group is a place where you can work alongside people who are dedicated to exploring every possibility to help their clients and their families - relationships that grow through the effort, agility, and integrity of each individual.

Reviews for Rob Tetrault and the Tetrault Wealth Advisory Group are overwhelmingly positive. Customers appreciate the friendly and knowledgeable team, fast response times to inquiries and clarity of communication. They are also pleased with the thorough financial advice and planning, which has proven helpful and focused on growth. Clients salute the firm's customer service, its personal touch and the absence of pressure during consultations or portfolio reviews. Many clients are pleased that the advice was structured hand-in-hand with their outflow goals. As a result, the upgrade in financial advisors is recommended, and the pleasant and informed environment of the office make clients wish they had moved to the firm sooner. This recommendation reflects; the client’s advice on joining a customer with more than $500,000 net worth to seek advisory services. Financial planning from Tetrault has at its core the Fiduciary responsibility, creating a firm recommendation for most clients. Financial adviser upgrade is firm when financial adviser is structured to serve a specific client base. Recommended transitions: many are happy that Rob is providing a financial advisory service, and constantly recommend others to make the same transition.