The Rob Tetrault Show
The Rob Tetrault Show
Rob Tetrault
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob Tetrault podcast show includes discussions on investment, tax, insurance, retirement and estate planning. From RESPs to Family Trusts, Rob's goal is to provide value and crucial information to all investors no matter what age and what their current net worth is. Disclaimer: http://ow.ly/XvqU30o8uTc © Copyright 2021 All Rights Reserved. No part of this podcast may be used without permission.
The 7 Most Common Retirement Mistakes (And How To Avoid Them)
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ The 7 Most Common Retirement Mistakes (And How To Avoid Them) Discover the secrets to a secure and enjoyable retirement with our video, 'The 7 Most Common Retirement Mistakes (And How To Avoid Them).' Planning for retirement can be tricky, and making mistakes can have lasting impacts on your financial security. In this essential guide, we uncover the seven most common retirement mistakes and provide actionable tips to avoid them. Whether you're just beginning to think about retirement or are close to retiring, this video is packed with vital information to help you create a solid retirement plan. Learn how to estimate your living expenses accurately, understand tax implications, and why starting early is crucial. We also cover the importance of estate planning, proper asset allocation, and the benefits of consulting a professional financial advisor. CONTENT CHAPTERS 00:00:00 - Brief Intro  00:00:27 - Not Starting Early Enough 00:01:29 - Underestimating Your Living Expenses in Retirement 00:02:29 - Overlooking Tax Implications 00:03:18 - Failing to Plan For Longevity 00:03:47 - Ignoring Estate Planning 00:04:48 - Poor Asset Allocation 00:06:04 - Not Consulting a Professional #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
May 29, 2024
7 min
Investment Advisor Reacts to "Financial Advice" on TikTok
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ Investment Advisor Reacts to "Financial Advice" on TikTok In this video, Rob reacts to some pretty questionable financial advice on TikTok featuring the likes of Grant Cardone, Robert Kiyosaki (author of Rich Dad Poor Dad), Luke Belmar & Jordan Belfort (The Wolf of Wall Street). Is it the best advice/information we've ever heard? Far from it. Enjoy Rob's animated reactions to some of social media's most popular "finance" creators! ___CONTENTS___ 00:00:00 - Grant Cardone 00:03:36 – Robert Kiyosaki 00:06:27 – Luke Belmar 00:08:32 – Jordan Belfort #InvestmentAdvisor #FinancialAdvisor #PortfolioManager #Reaction #React #ReactionVideo #Commentary #FinancialGuru #Coffeezilla #GrantCardone #JordanBelfort #RobertKiyosaki #RichDadPoorDad #LukeBelmar #TikTok #TikTokAdvice #FinancialAdvice #WealthManagement #MoneyAdvice #MoneyTips #InvestingTips #Investing #Investments #RealEstate #RealEstateInvesting #TikTokReaction =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
May 22, 2024
10 min
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing) Hey folks! Today we're looking at what the role of a portfolio manager actually entails. We touch on 13 (not 14 🤣) essential things that ALL portfolio managers in wealth management/investment advising should be doing for their clients. Explore the intricate world of portfolio management in this video. Whether you're a novice investor, financial enthusiast, or seasoned professional, this video delves into asset allocation, risk management techniques, and performance monitoring methods crucial for success in the portfolio manager position. Watch now to elevate your portfolio management skills and stay ahead in the competitive investment landscape. Like, share, and subscribe for more insightful content on finance, investing, and wealth management. Don't miss out on mastering & understanding the art of portfolio management! #businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments #businessnews #investmentstrategy #investingbasics #portfoliomanager #investmentadvisor #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #SuccessionPlanning =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
May 1, 2024
13 min
What Makes Billionaires Different From The Rest Of Us?
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ What Makes Billionaires Different From The Rest Of Us?  How is it possible for one individual to amass a billion dollars? We're about to dive into the truth about billionaires!! Ever wondered what sets billionaires apart from the crowd? In this eye-opening video, we delve into the fascinating world of wealth and success to uncover the seven key traits shared by most billionaires. From mindset to habits, we explore the secrets behind their extraordinary achievements.  Whether you're aspiring to join the ranks of the ultra-rich or simply curious about the mindset of the wealthiest individuals on the planet, this video offers valuable insights and inspiration.  Join us as we unlock the secrets of success and discover what makes billionaires different from the rest of us.  Don't miss out – hit play now!  Bill Gates, Elon Musk, Mark Cuban, Jeff Bezos, Warren Buffett #businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments#businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #SuccessionPlanning =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Mar 27, 2024
6 min
Succession Planning | Key Steps for Effective Succession Management
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ Succession Planning | Key Steps for Effective Succession Management Welcome to our comprehensive guide on succession planning! In this video, we'll walk you through the key steps for effective succession management, ensuring seamless transitions in leadership roles. Succession planning is crucial for organizations of all sizes to maintain stability and continuity, yet it can be a daunting task without proper guidance. Our tips and strategies will hopefully help you navigate the complexities of leadership succession with confidence. Learn how to identify and develop potential successors, create a roadmap for smooth transitions, and mitigate risks associated with leadership changes. Whether you're a business owner, HR professional, or aspiring leader, mastering succession planning is essential for long-term success. Join us as we dive into the best practices and actionable insights that will empower you to build a strong foundation for the future of your organization. Don't miss out on this invaluable resource for effective succession management! #businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments#businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #SuccessionPlanning =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Mar 13, 2024
9 min
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!)
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!) Congratulations! You've successfully sold your business, but now what? 🤔 In this insightful video, we delve into the crucial steps of post-business-sale financial planning, goal setting, and beyond! Join us as we explore: 📊 Financial planning strategies tailored to your newfound liquidity 🎯 Setting meaningful goals to align with your vision and priorities  💼 Exploring opportunities for reinvestment or retirement planning 📈 Managing the proceeds wisely for long-term financial security Whether you're looking to reinvest, retire, or embark on a new venture, this video is packed with actionable insights to help you navigate this exciting phase of your journey. Watch now and take the first step towards a prosperous post-sale future! 💼💰 #businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments#businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Mar 6, 2024
9 min
Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds)
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ Top 6 Alternative Investments To Diversify Your Portfolio (Not Stocks & Bonds) In this video, Rob goes over the top 6 alternative investments to own in your portfolio. Why stick with JUST stocks and bonds? Why not diversify your portfolio into uncorrelated asset classes for the best protection against downturn in the market? That’s why in this video, Rob discusses asset classes that may be unconventional and overlooked yet VERY valuable in your portfolio. These asset classes include… Farmland Private Infrastructure Private Storage (Units) Music Royalties Private Real Estate Private Equity These uncorrelated alternative investments are sure to diversify your portfolio and help protect against volatility! Tune in! #businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments#businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Feb 21, 2024
9 min
How To Invest 20 Million Dollars
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ How To Invest 20 Million Dollars Congratulations! You've done it - you have 20 million dollars to invest. Whether that be from selling a business, owning a business, being an athlete or movie star, or from inheritance, you're in the EXTREME 0.1% of Canadians (or anyone for that matter). If you have $20 million to invest you're likely going to seek advice and planning. The last thing you want in this situation is to lose out on potential gains and tax planning strategies. Tune in to discover the best way to maximize your 20 Million Dollars! #businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Feb 14, 2024
7 min
The Best Ways To Protect Your Portfolio From Volatility
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ The Best Ways To Protect Your Portfolio From Volatility Discover the keys to fortifying your investment portfolio against market volatility in our latest video! 📈📉 We delve into effective strategies that emphasize a strong defense as the best offense. Learn the significance of incorporating uncorrelated alternative assets such as real estate, music royalties, and farmland to achieve true diversification. When the market faces challenges, these unconventional options can provide stability and resilience.  Join us as we explore the ins and outs of safeguarding your investments, ensuring you're well-prepared for unpredictable market conditions.  Don't miss out on valuable insights that can empower you to navigate through financial turbulence with confidence. Watch now and protect your portfolio intelligently! #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #fiduciary #SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation  #AlternativeInvestments #Volatility #Diversification =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Feb 7, 2024
8 min
Why You Need A "Fiduciary" To Manage Your Money
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ Why You Need A "Fiduciary" To Manage Your Money Today in this video, Rob goes over 5 reasons why a having a fiduciary is ESSENTIAL to building wealth. Having a fiduciary advisor is someone who must ethically AND legally act in their clients' best interests ahead of their own, with a duty to preserve good faith and trust. If you're picking a investment advisor or a financial advisor, why WOULDN'T you want a fiduciary to manage your wealth? Rob goes over 5 reasons why fiduciaries are the bare minimum criteria you should look for in an advisor including things like peace of mind, transparency, tailored advice, higher threshold of compliance, and a higher threshold to become a fiduciary. Typically, the fiduciary requirements include either a CIM or a CFA designation, a minimum amount of years of experience, and a minimum assets under management threshold to be considered a fiduciary. Tune in to this video to become better equipped with information to help propel your wealth building journey! #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #fiduciary#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities #YearEndReview #AlternativeInvestments =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Jan 31, 2024
6 min
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