HeyJaredThe Rob Tetrault Show
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 from Canaccord Genuity…
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 10, 2026
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- Jul 3, 2026
Latest episodes
After Helping Over 600 People Retire, I'd Avoid These 6 Things (opens the original)
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📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your retirement plan? Book a call → https://tetraultwealth.com/contact-us/ ⭐️⭐️ The 6 Retirement Burdens Most Canadians Don't Plan For Retirement should give you more freedom, not more financial stress. But many Canadians enter retirement carrying obligations, debts, commitments, and assumptions that can quietly make their retirement plan much harder to sustain. In this video, Rob Tetr
Most Canadians Withdraw From the Wrong Account First (opens the original)
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📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your retirement plan? Book a call → https://tetraultwealth.com/contact-us/ ⭐️⭐️ TFSA vs RRSP: Which Should You Withdraw First in Retirement? When you retire, one of the biggest questions becomes: which account should you withdraw from first? Should you take money from your TFSA? Your RRSP? Your non-registered account? Should you delay withdrawals? Should you preserve tax-free money as
'm Begging You: Don't Wait Until 71 to Plan Your RRIF (opens the original)
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📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your retirement plan? Book a call → https://tetraultwealth.com/contact-us/ ⭐️⭐️ Most Canadians discover this RRSP-to-RRIF tax trap too late Converting your RRSP to a RRIF may be simple, but the decisions surrounding that conversion can have a major impact on your retirement income and lifetime tax bill. In this video, Rob explains what happens when an RRSP becomes a RRIF, why waiting u
If I Had $10 Million, This Is Exactly What I'd Do With It (opens the original)
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📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your retirement plan? Book a call → https://tetraultwealth.com/contact-us/ ⭐️⭐️ If I Had $10 Million, This Is Exactly What I'd Do With It What actually changes when you're suddenly dealing with $10 million? In this video, Rob walks through how he would approach managing that level of wealth, from the decisions you make in the first year and avoiding lifestyle creep, to building the por
The Power of a Holding Company | HoldCo Explained for Business Owners (opens the original)
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📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your retirement plan? Book a call → https://tetraultwealth.com/contact-us/ ⭐️⭐️ Do You Need a Holding Company? | HoldCo Explained for Business Owners In this video, Rob breaks down one of the most common corporate structure questions business owners ask: Do I need a holding company? He explains how a holding company works, why it can be beneficial, and how it fits into a broader corpor
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