Tania Tetrault
Winnipeg Financial Advisor – Tetrault Wealth Advisory Group

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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.

We were looking for a team to help us grow our limited portfolio. Somewhere that would take the time to listen to our plans. I must say that we love our experience so far with the entire Tetrault team, especially Tania. From the first discussion to regular check in's we felt like a valued client and not a number. They took the time to get to know us and our goals and provided excellent and reasonable advice. I'm extremely happy with the progress our portfolio and overall plan has developed in a few short months and looking forward to more! Thank you Tania!

Garth McCurdy

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

The level of professionalism from Tetrault Wealth Advisory Group has 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!

Claude St. Hilaire

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

Joanne Girouard

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

Patricia Tacchi
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