Investment Advisor Tania Tetrault
Tania, Rob’s sister, brings over two decades of business operations and finance experience to our team.
A highly skilled professional with a holistic and systematic approach to addressing client needs, Tania is highly analytical and can quickly assess complex situations to develop creative solutions. Also a successful entrepreneur with a passion for improving the health and wellbeing of families, she has founded and served as CEO of several local businesses, earning the Saint-Boniface Chamber of Commerce Entrepreneur of the year award in 2013.
Tania previously worked for a major Canadian Bank, while earning her degree in Mathematics from the University of Toronto. She lives in Winnipeg with her husband Steve and son Marius. She is an avid science fiction reader, and her philosophical explorations have taken her family to all corners of the Earth. A physical and mental health advocate, she enjoys all aspects of physical culture, from kettlebells to calisthenics.
Dedicated to providing a world-class client experience, Tania would be grateful for the opportunity to connect with you and show you how our team can provide personalized, stress-free solutions to meet your financial goals.
Financial Planning
With the help of a Certified Financial Advisor, you’ll be able to have a strong financial plan which will help you make the best decisions for yourself, your business and most importantly, your family. The Tetrault Wealth Advisory Group understands the importance of developing plans that take into consideration the current and future needs of yours and your loved ones. Our Wealth & Estate Planning Specialists will walk you through this process, making it easy for you and ensuring you make the most of your investments.
Investment Planning
The Tetrault Wealth Advisory Group offers a wide range of investment planning services to help you reach your financial goals. We strive to provide the best investment planning and wealth management by creating a custom plan with proper asset allocation that is tailored to your unique needs. With our help, you can rest assured that your money is in good hands.
Retirement Planning
Our focus is on providing in-depth financial planning and analysis. We work with our clients to build custom retirement investment portfolios that will preserve and generate supplemental income for our clients during their retirement years. Our team is dedicated to providing tailored advice that meets the unique retirement needs of each and every one of our clients.
Tax Planning
Investors can benefit from reduced tax liabilities and keep more of your hard-earned money. We offer a wide variety of investment options and strategies to suit your needs, and work diligently to ensure that you get the most out of your investments.
Insurance Planning
When considering life insurance planning, our team of Wealth & Estate planning specialists treat every client’s situation in a unique and personal matter. As a top rated financial advisory and wealth management firm, we take the duty of care for our clients’ best interests very seriously.
Our team is committed to providing opportunities for our customers and clients throughout their financial lives. Each team member brings the expertise, judgment, leadership and diversity of thought and experience required to make responsible decisions for all of our clients. Our purpose is clear. We are here to simplify the lives of those who do business with us. We do that by listening to our clients, and connecting them to the financial solutions they need. We provide a World Class Wealth Management experience.
Building on portfolio management expertise, our team prides ourself on a combination of accountability, proactivity and the genuine concern we bring to each relationship. Known for our initiative and doing what’s right, clients value the authoritative and kind-hearted advice that helps them get to where they need to be.
At Tetrault Wealth Advisory Group, you work with people who uncover every available solution in serving their clients and families – where relationships are built on candor, agility and endeavor.
