Tetrault Wealth Advisory Group is a Canadian Wealth Management Firm in Winnipeg, boasting fiduciary financial advisors and certified financial planners. The firm has over 86 years of extensive financial expertise in various areas, including wealth management, corporate finance, fee-only financial planning for both businesses and individuals and investment services. At the forefront of the team is Rob Tetrault, a distinguished Canadian fiduciary wealth management specialist who has earned multiple wealth professional awards for his outstanding performance in the finance industry. Tetrault Wealth Advisory Group remains vigilant in monitoring economic conditions and regulatory changes to offer informed advice and opportunities to their clients throughout their financial journey. Serving clients nationwide, they utilize virtual Zoom meetings to ensure accessibility and convenience. The firm demonstrates its commitment to its clients by providing free consultations, allowing individuals to explore the possibilities of working together to achieve their financial goals.\
UNIQUE FACTS:
• Certified Financial Advisors
• Free Consultation!
• Onsite services.
Best Financial Services in Winnipeg
Expert recommended Top 3 Financial Services in Winnipeg, Manitoba. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
TETRAULT WEALTH ADVISORY GROUP REVIEWS
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!
The Tetrault Wealth Advisory Group recently held an event for investors on Alternative Investments. The event featured three top Alternative Investment managers who highlighted their expertise in Infrastructure, Music Royalties and Agricultural Land.Their collective presentation gave me great confidence in their products. Rob Tetrault has long been an advocate of making Alternative investing available to retail investors. His foresight and passion for the Alternative space has benefited our portfolio greatly over the years. The key takeaway for me was that Alternative Investments have a place in all portfolios and that Rob only works with the best proven Investment Managers in the Alternative space. It was an excellent event!
An absolute pleasure to have been able to attend the forum. The speakers were exceptionally inspiring in both their accomplishments, as well as the work they are providing. I hope to one day be able to replicate and take part in the provision of quality financial advice and client service. Thank you!
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Warkentin Group Private Wealth Management stands as a seasoned and reputable firm. With a combined experience of over 90 years in the financial services industry. At its helm is Doug Warkentin, serving as the President of the company. Doug and his dedicated team work closely with clients, engaging in one-on-one interactions to craft personalized, integrated financial plans that encompass a broad spectrum of financial services. The firm is committed to providing the utmost level of personal service and attention to each client. Their approach to financial planning is holistic and comprehensive, addressing tax, retirement, and estate planning to maximize potential opportunities. Warkentin Group Private Wealth Management ensures that your financial plan aligns with your specific needs and goals at every stage of your life. Their unwavering dedication is to deliver a first-class experience to their clients, striving to achieve excellence in all aspects of their service.
UNIQUE FACTS:
• Online Appointment
• Free Consultation!
• Onsite Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
WARKENTIN GROUP PRIVATE WEALTH MANAGEMENT REVIEWS
My wife Janine and I have been clients of Doug's since 2002. Doug always provides us with sound financial advice and makes sure we fully understand our options before making changes in our portfolio. We are more than pleased with the growth we have seen in our investments over the last two decades. Doug has been around for the birth of all 3 of our children, and we classify him as a close family friend. We know Doug works hard to ensure we meet our financial goals and is setting us up for a successful retirement. We have referred him to many of our friends.
We have had the good fortune to be clients of Doug Warkentin for over 20 years. Doug is always there for us, not only as a financial advisor, but a true friend as well. We truly believe that we would not be where we are today without his knowledge and sound financial advice. Thank you so much to Doug and his team.
Doug cares greatly about his clients and it shows. I have been with Doug for 20 years and he has guided me every step of the way towards securing a rock-solid financial future. His effectiveness and customer service has been nothing short of excellent. Doug and his team have taken great care of me and I can't say enough about them. As my retirement approaches, I have zero concerns about my future thanks to Doug.
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Cascade Financial Group Inc. holds a prominent position among the leading financial services firms in Winnipeg. At the helm of this firm is Tanner Irwin, serving as the president. With a motivational approach, Tanner encourages clients to take action on financial solutions that align with their specific goals. Cascade Financial Group Inc. caters to both individual/family clients and business owners. Their expertise lies in assisting clients in developing a tailored financial strategy that caters to their unique needs. Their aim is to help clients translate their business success into personal and financial achievements. To ensure the plan's seamless integration, Cascade Financial Group Inc. collaborates with the client's accountants, lawyers, and other professionals involved. This approach ensures that the financial strategy fits the requirements of all parties involved. They focus on long-term and immediate financial needs and provide a comprehensive range of financial services to their valued clients.
UNIQUE FACTS:
• Onsite Services
• Online Appointment.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CASCADE FINANCIAL GROUP INC REVIEWS
We have been dealing with Cascade Financial for Just about a decade now. Tanner and Ralph have always provided excellent customer service to us as clients. If I ever needed to speak to them about a financial matter they made sure to get me in as soon as they could to go over what ever I needed. I highly recommend Cascade Financial to anyone.
We are so grateful for Tom. He's helped us plan and prepare for our present and our future. He's friendly and approachable and helps us understand where things are at (in an everyday language I can understand when it comes to financial planning). We've referred family and friends and will continue to do that.
Hans was fantastic in assisting me in getting Critical Illness insurance for my kids and in helping me set up RRSP investments. He made the process for both smooth; and was happy to have discussions with me regarding the investment options available through Cascade Financial and tailoring one to my own liking.
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