The Rob Tetrault Show: Recent Episodes
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 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.
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⭐️⭐️ 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 until age 71 to begin planning can be costly, and how RRIF minimum withdrawals affect your taxable income.
You'll learn about early RRSP withdrawals, RRIF withdrawal strategies, the spousal age election, CPP and OAS considerations, potential OAS clawbacks, and the tax consequences of leaving a large RRIF balance in your estate.
The goal is to help Canadian retirees better understand how to manage their RRSP and RRIF income strategically rather than simply following the mandatory minimum withdrawal rules.
Whether you are already retired, approaching retirement, or beginning to plan how you will draw income from your registered accounts, these RRSP-to-RRIF planning strategies can help you ask better questions and avoid costly retirement tax mistakes.
Enjoy!
CHAPTERS: 00:00 - The RRSP to RRIF Landscape 01:02 - RRIFs Explained 01:44 - Mistake 1: Waiting Too Late 03:26 - Mistake 2: Minimum Withdrawals 04:50 - Mistake 3: The Spousal Age Election 05:42 - Mistake 4: Leaving a Large RRSP Balance 06:43 - Mistake 5: Going on Autopilot 07:36 - What You Should Do Next
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #RRSP #RRIFConversion #RRIF
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⭐️⭐️ 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 portfolio, reducing taxes and gaining access to alternative investments.
We also break down whether to invest the money all at once or gradually, what the asset allocation could look like, the biggest mistakes to avoid and why behaviour can matter just as much as investment selection.
Whether you've recently sold a business, received an inheritance, experienced a major liquidity event or simply want to understand how significant wealth should be managed, this is a practical look at what dealing with $10 million actually involves.
CHAPTERS: 01:11 - What Dealing With $10 Million Actually Looks Like 03:23 - "That First Year" 05:22 - Lifestyle Creep & The 90 Day Rule 06:33 - The Portfolio Structure 08:11 - When The Money Arrives At Once… 08:44 - Dollar Cost Averaging vs. Lump-sum 10:36 - What's The Asset Allocation? 12:44 - What NOT To Do With Your Money 13:36 - A New Level of Access With Alternatives 15:22 - Taxes (How To Pay LESS To The CRA) 17:44 - Behavioural Advice 18:50 - What You Should Do Next
▶️ If this topic resonates, consider subscribing for more Canadian retirement planning insights, real-world examples, and practical explanations, without hype or fear-based advice.
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
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🔔 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 corporate structure alongside an operating company. The conversation also covers dividends, salary vs. dividends, investing inside a HoldCo, asset location, and common mistakes business owners make when setting things up.
If you're incorporated, thinking about incorporating, or trying to better understand how to structure your business and retained earnings, this is a great place to start.
CHAPTERS: 00:00 - Introduction 01:25 - Why Incorporating Can Be Beneficial 04:06 - How a Holding Company Structure Works 05:13 - Why Use a Holding Company? 07:39 - Types of Dividends 10:33 - Salary vs. Dividends 10:59 - Investing Inside a HoldCo 12:55 - Asset Location 16:47 - Common Corporate Structure Mistakes 18:21 - What Should You Do Next?
WHO THIS IS FOR: Canadian business owners, incorporated professionals, dentists, doctors, lawyers, consultants, and entrepreneurs running a corporation who want to legally reduce their tax bill and keep more of what they earn.
Tetrault Wealth | CG Wealth Management | Canaccord Genuity | Rob Tetrault | Winnipeg Financial Advisor | Canadian Tax Strategy | Dividends vs Salary | HoldCo | Holding Company Canada | Incorporated Business Owner | How To Pay Yourself | Business Tax Canada | Corporate Tax Planning
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
🔔 Want personalized help with your retirement plan? Book a call → https://tetraultwealth.com/contact-us/
⭐️⭐️ What Is a Sovereign Wealth Fund? (And Why Canada Wants One)
Canada is talking about the idea of a sovereign wealth fund, but is comparing us to Norway actually realistic?
In this episode, Rob breaks down what a sovereign wealth fund is, how Norway built one of the largest investment funds in the world, and why Canada's situation may be very different. We discuss Mark Carney's proposal, natural resources, government investing, taxation, economic risks, and what this could mean for Canadians long term.
Is this a smart economic move, or a comparison that doesn't hold up?
CHAPTERS: 00:00 - What We'll Discuss 00:46 - What Is a Sovereign Wealth Fund? 01:39 - Here's What We Know 03:04 - The Norway Comparison 05:11 - How Is the "Canada Strong Fund" Different From CPP? 06:40 - What Does This Mean For YOU?
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #Canada #SovereignWealthFund #MarkCarney #Finance
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⭐️⭐️ How to Pay Yourself as a Canadian Business Owner Without Overpaying the CRA
We run through a case study where our client saved $77k, not by finding some loophole, but by simply changing how he paid himself.
In this video, Rob Tetrault breaks down 23 minutes of real tax strategy that most incorporated Canadian business owners don't hear from their accountant, answering the question of salary or dividends, while integrating a HoldCo.
If you're incorporated and still defaulting to a straight salary, you could be leaving tens of thousands of dollars on the table every single year.
In this video you'll learn: — The dividends vs salary decision and why most business owners get it wrong — How a HoldCo (holding company) can legally keep more money in your hands — The exact strategy that saved our client $77,000 annually — Why the answer isn't dividends OR salary, it's USUALLY both, and here's how
This isn't theoretical. This is advice Rob gives his clients every day.
Enjoy!
CHAPTERS: 00:00 - Intro 00:54 - The Issue With Outdated Business Structures 02:12 - The Effects of Salary Payments 04:26 - The Effects of Dividend Payments 06:11 - What Determines Whether You Should Take Dividends or Salary? 11:00 - The Potential Tax Benefits of a Spouse & Payment Timing 12:45 - Case Study 13:47 - 100% Salary Scenario 15:21 - 100% Dividends Scenario 17:47 - The Hybrid Approach Scenario 19:24 - The End Results 20:40 - Common Mistakes Recap 22:10 - Your Next Steps
WHO THIS IS FOR: Canadian business owners, incorporated professionals, dentists, doctors, lawyers, consultants, and entrepreneurs running a corporation who want to legally reduce their tax bill and keep more of what they earn.
Tetrault Wealth | CG Wealth Management | Canaccord Genuity | Rob Tetrault | Winnipeg Financial Advisor | Canadian Tax Strategy | Dividends vs Salary | HoldCo | Holding Company Canada | Incorporated Business Owner | How To Pay Yourself | Business Tax Canada | Corporate Tax Planning
▶️ If this topic resonates, consider subscribing for more Canadian retirement planning insights, real-world examples, and practical explanations, without hype or fear-based advice.
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
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/
⭐️⭐️ CPP Timing: Why "Always Wait Until 70" Is a Red Flag
Most Canadians are told to delay CPP as long as possible, but blindly following that advice could cost you. The truth is, CPP doesn't exist in a vacuum. The right timing depends on your RRSP, TFSA, OAS, tax bracket, health, and overall retirement plan.
In this video we break down exactly when delaying to 70 makes sense, when it doesn't, and how to think about CPP as part of a coordinated strategy, NOT a standalone decision.
✅ What you'll learn: - How CPP works at age 60, 65, and 70 - When delaying CPP is genuinely the right move - When taking CPP early actually makes more sense - How CPP interacts with RRSP, TFSA, OAS and your tax bracket - Why flexibility and irreversibility matter more than most realize - How to optimize after-tax retirement income — not just CPP alone
CHAPTERS: 00:00 - Intro 00:44 - The Basics: CPP Explained 02:15 - "Block Out the Noise" 02:53 - When Delaying CPP Makes 03:39 - When Delaying CPP DOESN'T Make Sense 04:29 - Tax & Flexibility Considerations 06:16 - The Recap & What To do Next
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⭐️⭐️ The IPP Explained: Why Business Owners Are Replacing RRSPs With THIS
Individual Pension Plans (IPPs) are one of the most powerful retirement tools available to Canadian business owners, yet most people have never heard of them.
In this video, we break down how an IPP works, who it's best for, and why many high-income professionals use them instead of traditional RRSPs.
If you're a business owner, incorporated professional, or earning a high income in Canada, understanding IPPs could significantly improve your retirement strategy.
What you'll learn:
• What an Individual Pension Plan (IPP) is • How IPPs compare to RRSPs • Why high-income professionals often prefer them • Tax advantages of an IPP • Who qualifies for an IPP in Canada • When it makes sense to set one up
CHAPTERS: 00:00 - Why This Matters 00:35 - Part 1: What is an IPP? 01:36 - Part 2: Who Does an IPP Make Sense For? 03:02 - Part 3: The Pros & Cons 04:06 - Misconceptions 04:45 - When Does it NOT Make Sense? 05:47 - What Are Your Next Steps?
▶️ If this topic resonates, consider subscribing for more Canadian retirement planning insights, real-world examples, and practical explanations, without hype or fear-based advice.
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⭐️⭐️ If I Were Retiring in 2026, I'd Lock In These 7 Things
If you're planning to retire in 2026 (or within the next 1–3 years), you're no longer in the planning phase, you're in the execution phase.
At this stage, the biggest risks aren't market headlines. They're unclear income plans, poor tax sequencing, and withdrawal mistakes that compound over time.
In this video, I walk through the exact 7 things I would personally lock in before retiring in 2026:
• Choosing a realistic retirement date • Mapping your income sources (RRSP, TFSA, corporate, non-reg) • Aligning your asset mix for decumulation • Managing taxes in the early retirement years • Optimizing CPP & OAS timing • Planning your RRSP → RRIF conversion • Stress testing your plan for volatility and longevity
This is practical Canadian retirement planning — not theory, not rules of thumb, and not fear-based advice.
If you want clarity heading into retirement, this framework will help you make decisions with confidence.
CHAPTERS: 00:45 - Step 1: Pick a Date 01:12 - Step 2: Map Income 01:49 - Step 3: Asset Mix 02:33 - Step 4: Taxes 03:30 - Step 5: CPP & OAS 04:38 - Step 6: RRSP to RRIF 05:14 - Step 7: Stress Test 05:53 - Quick Recap & What To Do Next
▶️ If this topic resonates, consider subscribing for more Canadian retirement planning insights, real-world examples, and practical explanations, without hype or fear-based advice.
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
📊 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/
⭐️⭐️ 6 Signs You Could Retire Earlier Than You Think
Are you sure you need to keep working… or are you actually closer to retirement than you think?
Many people delay retirement not because they can't retire, but because they don't realize they already might be able to.
In this video, we walk through 6 signs you could retire earlier than you think, focusing on the real factors that matter today, not outdated rules of thumb from decades ago.
This isn't about hitting a magic number. It's about understanding:
- Where your retirement income actually comes from - How spending, taxes, and withdrawals interact - Why "more savings" doesn't always mean "more confidence" - And how over-saving can quietly cost you years of freedom
If you've ever thought:
- "I just need a little more." - "I don't feel ready yet." - "What if I retire too early?"
This video is for you.
📌 In this video, we cover: • The difference between being financially ready and emotionally ready • Why cash flow matters more than total savings • How flexibility — not portfolio size — drives early retirement success • Common planning blind spots that keep people working longer than necessary • How to think about retirement timing in a more modern, realistic way
This content is educational and meant to help you think more clearly about retirement decisions. Everyone's situation is different, and planning details matter.
CHAPTERS: 00:00 - Why This Matters 00:37 - Sign 1: Living Expenses 01:10 - Sign 2: Savings Rate 01:42 - Sign 3: Your Portfolio 02:22 - Sign 4: Debt Levels 02:50 - Sign 5: Income Flexibility 03:23 - Sign 6: Spending Levels 03:59 - The Mindset Shift 04:27 - A Quick Recap 04:58 - What to Do Next?
▶️ If this topic resonates, consider subscribing for more Canadian retirement planning insights, real-world examples, and practical explanations — without hype or fear-based advice.
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
📊 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 Final 5 Years: 6 Costly Retirement Mistakes You Can't Undo
If you're retiring within the next 5 years, there are no do-overs.
The final stretch before retirement is when outcomes get locked in — income, taxes, flexibility, and lifestyle. Most people aren't making bad decisions at this stage. They're making no decisions at all and assuming they'll "figure it out later."
In this video, I walk through the 6 most costly retirement mistakes people make in the last 5 years before retirement, and why timing matters more than returns at this stage. These are the decisions that can permanently shape your retirement — for better or worse.
We cover:
- Why the final 5 years matter more than the first 30 - How sloppy transitions into retirement create long-term problems - Why focusing on performance instead of income is a mistake - How taxes, withdrawals, and account structure change everything - What being truly ready for retirement actually means
CHAPTERS: 00:00 - Setting The Stage 00:40 - Mistake #1 01:18 - Mistake #2 01:59 - Mistake #3 02:53 - Mistake #4 03:27 - Mistake #5 03:56 - Mistake #6 04:02 - How Do You Know When You're Ready to Retire? 04:58 - Final Thoughts 05:18 - Your Next Steps
This isn't about market predictions or chasing returns. It's about designing reliable, tax-efficient retirement income before your paycheck stops.
Canadian viewers: This video reflects Canadian retirement planning realities, including RRSPs, TFSAs, CPP, and OAS.
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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/
⭐️⭐️ What $1 Million Really Looks Like in Retirement in Canada (2026)
In this video, Rob breaks down what $1 million really looks like in retirement in Canada in 2026, and why it doesn't provide the same lifestyle or flexibility it once did.
Using real-world cost increases, updated retirement spending patterns, and today's tax realities, we walk through how inflation, longevity, portfolio structure, and withdrawal strategies affect retirees.
This discussion covers key topics like retirement income planning, the 4% rule, tax efficiency in retirement, RRSP and TFSA withdrawals, and how Canadians should think about CPP, OAS, and portfolio allocation when planning for retirement today.
CHAPTERS: 00:00 - The Problem 00:36 - The Difference Between Now & 20-30 Years Ago 01:40 - Real World Cost Increases 03:21 - The Reality of The 4% Rule 04:19 - Retirement Spending Habits 05:24 - Tax Efficiency in Retirement 06:26 - Portfolio Allocation in Retirement 07:22 - The Good News... 07:55 - What You Should Do Now
Subscribe for new weekly videos on retirement planning, taxes, and investing in Canada!
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #CPP #OAS #TFSA #FHSA #Retiring #RetiringInCanada
📊 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/
⭐️⭐️ Retiring at 60? These CRA Tax Traps Catch Most Canadians
Retiring around age 60 can feel like freedom, but for many Canadians, it's where tax mistakes quietly begin.
In this video, I break down the most common retirement tax traps I see when people stop working, including how CPP, OAS, RRSP and other income sources interact, how timing mistakes can raise your tax bill, and what smart tax planning actually looks like before and after retirement.
Whether you plan to retire at 60 or later, understanding these tax rules can help you avoid unnecessary taxes and keep more of your retirement income.
What we cover: 00:00 - Why This Matters 00:41 - Tax Mistake #1 02:29 - Tax Mistake #2 03:57 - Tax Mistake #3 5:25 - Tax Mistake #4 6:52 - Tax Mistake #5 8:06 - What Should You Do Now?
Subscribe for new weekly videos on retirement planning, taxes, and investing in Canada!
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #CPP #OAS #TFSA #FHSA #Retiring #RetiringInCanada
📊 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/
⭐️⭐️ 5 RRSP Mistakes Canadians Make at 55 & Regret in Retirement
Age 55 is often a turning point for your RRSP - and most Canadians don't realize how much actually changes.
In this video, Rob Tétrault breaks down the five RRSP mistakes Canadians make around 55 that can cost you thousands in taxes and missed opportunities during retirement.
If you're approaching retirement or planning withdrawals, this is essential viewing.
What we cover: 00:00 - Why This Matters 00:35 - RRSP Mistake #1 01:35 - RRSP Mistake #2 01:29 - RRSP Mistake #3 03:22 - RRSP Mistake #4 04:11 - RRSP Mistake #5 05:00 - What Should You Do Now?
Whether you're retiring soon, delaying withdrawals, or coordinating your RRSP with CPP, OAS, or a spouse's income, avoiding these mistakes can make a massive difference in retirement.
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #Retirement #Retiring #RetiringInCanada
📊 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/
⭐️⭐️ Why Retiring in 2025 Just Became a LOT Harder (Canadian Edition)
Is 70 becoming the new 65?
With inflation staying stubborn, interest rates reshaping savings returns, and living costs creeping higher, more Canadians are delaying retirement than ever before.
In this video, I break down: ✔️ The real inflation landscape in 2025 ✔️ How today's interest rates could delay retirement ✔️ A real retiree case study ✔️ The "spending creep" Canadians don't realize they're facing ✔️ 4 proven strategies to protect your retirement plan ✔️ Why having a structured plan matters more than your portfolio balance
If you're planning to retire in the next 5–10 years, this video is a must-watch.
CHAPTERS: 00:00 - The Situation 00:51 - 2025 Inflation Landscape 01:47 - 2025 Interest Rate Landscape 03:23 - Spending Creep... 04:16 - Real Retiree Example 05:50 - 4 Strategies To Protect YOUR Retirement Plan 06:01 - Strategy 1 06:39 - Strategy 2 07:19 - Strategy 3 07:55 - Strategy 4 08:37 - The Importance of a PLAN 09:25 - What To Do Next?
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #Retirement #Retiring #RetiringInCanada
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⭐️⭐️ Your GIC Just Matured - Here's the Smartest Move You Can Make
Your GIC just matured... now what?
Before you auto-renew into another 1–5 year term, you need to understand what's changing in 2025/2026, what the opportunity cost looks like, and when renewing actually hurts your long-term returns.
In this video, I cover: ✔️ What's changing with GIC rates ✔️ When it makes sense to renew (and when it doesn't) ✔️ How a GIC ladder works ✔️ The real opportunity cost of being locked in ✔️ GIC risks most Canadians underestimate ✔️ A compounding example that may change your thinking ✔️ What to do next to protect and grow your savings
GICs can still play a role, but only if used strategically.
CHAPTERS: 00:00 - Why This Matters & Today's Agenda 00:54 - What's Changing? 01:26 - When To Renew (& When Not To) 02:18 - GIC Ladder Explanation 03:15 - Opportunity Cost of Owning GICs 03:46 - The Power of Compounding Example 04:08 - Redefining "Safety" & GIC Risks 04:54 - What You Should Do Next 05:59 - Final Thoughts
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#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #GIC #GICRenewal #GuaranteedInvestmentCertificate
📊 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/
⭐️⭐️ 5 RRSP Mistakes Canadians Make at 55 & Regret in Retirement
Age 55 is often a turning point for your RRSP - and most Canadians don't realize how much actually changes.
In this video, Rob Tétrault breaks down the five RRSP mistakes Canadians make around 55 that can cost you thousands in taxes and missed opportunities during retirement.
If you're approaching retirement or planning withdrawals, this is essential viewing.
What we cover: 00:00 - Why This Matters 00:35 - RRSP Mistake #1 01:35 - RRSP Mistake #2 01:29 - RRSP Mistake #3 03:22 - RRSP Mistake #4 04:11 - RRSP Mistake #5 05:00 - What Should You Do Now?
Whether you're retiring soon, delaying withdrawals, or coordinating your RRSP with CPP, OAS, or a spouse's income, avoiding these mistakes can make a massive difference in retirement.
📩 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/
#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #Retirement #Retiring #RetiringInCanada
📊 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/
⭐️⭐️ Why Retiring in 2025 Just Became a LOT Harder (Canadian Edition)
Is 70 becoming the new 65?
With inflation staying stubborn, interest rates reshaping savings returns, and living costs creeping higher, more Canadians are delaying retirement than ever before.
In this video, I break down: ✔️ The real inflation landscape in 2025 ✔️ How today's interest rates could delay retirement ✔️ A real retiree case study ✔️ The "spending creep" Canadians don't realize they're facing ✔️ 4 proven strategies to protect your retirement plan ✔️ Why having a structured plan matters more than your portfolio balance
If you're planning to retire in the next 5–10 years, this video is a must-watch.
CHAPTERS: 00:00 - The Situation 00:51 - 2025 Inflation Landscape 01:47 - 2025 Interest Rate Landscape 03:23 - Spending Creep... 04:16 - Real Retiree Example 05:50 - 4 Strategies To Protect YOUR Retirement Plan 06:01 - Strategy 1 06:39 - Strategy 2 07:19 - Strategy 3 07:55 - Strategy 4 08:37 - The Importance of a PLAN 09:25 - What To Do Next?
📩 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/
#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #Retirement #Retiring #RetiringInCanada
📊 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/
⭐️⭐️ Why Renewing Your GIC in 2026 Could Be a HUGE Mistake
Thinking about renewing your GIC? Read this first.
GIC rates have changed dramatically since 2022/2023, and blindly renewing could cost you thousands in lost income and missed opportunities.
In this video, Rob Tétrault breaks down: ✅ The real cost of renewing your GIC in 2025/2026 ✅ What's changed since rates peaked ✅ When you should renew - and when you definitely shouldn't ✅ How GICs impact retirement income, taxes, and inflation ✅ What alternatives to consider before locking in
If you have a GIC renewal coming up, this is the 5-minute tutorial you need.
CHAPTERS: 00:00 - Why This Matters 00:32 - The Landscape & The Problem 02:04 - What You Should Do Instead 03:32 - What's The Cost Of Renewing Your GIC? 04:14 - What To Do Next?
📩 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/
#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #GIC #GICRenewal #GuaranteedInvestmentCertificate
📊 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/
⭐️⭐️ How Far Does $1 Million REALLY Go in Retirement (Canadian Edition)
If you've saved $1,000,000 for retirement in Canada - first off, congratulations! You're in the top 1% of savers. But here's the truth: how that money is structured, taxed, and withdrawn can make or break your retirement plan.
In this video, Portfolio Manager Rob Tétrault breaks down the exact investment blueprint he uses for high-net-worth Canadians retiring with $1M - including:
✅ The 4-bucket portfolio structure ✅ How to avoid RRIF/OAS tax traps ✅ Smart withdrawal sequencing for lifetime income ✅ Real examples of how couples can save thousands in taxes
Don't let poor planning eat into your hard-earned savings. Watch now to learn how to turn your $1M portfolio into a sustainable retirement engine.
Enjoy the video!
CHAPTERS: 00:00 - Why This Matters 01:21 - Mistake #1 02:27 - Mistake #2 04:56 - Mistake #3 05:58 - Real Example 06:59 - The Next Steps
📩 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/
#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj
🔔 Want personalized help with your wealth? Book a call → https://tetraultwealth.com/contact-us/
⭐️⭐️ Most Canadians Miss THIS Retirement Threat (Hint: It's Not Inflation)
Most Canadians plan for taxes, inflation, and longevity - but there's a silent threat that can quietly destroy your retirement savings: sequence of return risk.
In this video, Rob Tétrault breaks down what it is, why it's so dangerous, and how to protect yourself from it. Learn practical strategies like the liquidity plan, bucket strategy, and flexible withdrawal planning, so your money lasts as long as you do.
Enjoy!
CHAPTERS: 00:00 - Intro 00:30 - Sequence of Returns Risk & Why It Matters So Much 03:07 - Strategy #1 04:35 - Strategy #2 06:31 - Strategy #3 07:43 - Strategy #4 09:05 - What To Do Next?
📩 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/
#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #Sequenceofreturn
📊 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 5 Biggest TFSA Mistakes Canadians KEEP Making
Most Canadians are using their TFSA wrong, and it's costing them thousands 💸 In this video, Portfolio Manager Rob Tétrault breaks down the 5 biggest TFSA mistakes that can quietly drain your retirement savings.
The Tax-Free Savings Account (TFSA) is one of the most powerful tools in Canadian retirement planning, but only if you use it properly.
After sitting down with thousands of Canadians, Rob Tétrault shares the most common TFSA mistakes that lead to unnecessary taxes, lost growth, and missed benefits.
In this video, you'll learn: ✅ Why CRA's outdated numbers cause over-contribution penalties ✅ The difference between a TFSA savings account and investment account ✅ How to pick the right investments for your TFSA ✅ The best way to integrate TFSA withdrawals into your retirement plan ✅ How one word on your paperwork could cost your family thousands
Don't let small TFSA mistakes cost you big in retirement. Watch now to see how to turn your TFSA into a tax-free income engine for life.
Enjoy the video!
CHAPTERS: 00:00 - Why This Matters 00:51 - Mistake #1 02:20 - Mistake #2 04:18 - Mistake #3 05:46 - Mistake #4 07:15 - Mistake #5 09:04 - The Next Steps
📩 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/
#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
📊 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/
⭐️⭐️ What They DON'T Tell You About The 4% Rule... (And What To Do Instead)
The 4% Rule has been called the golden rule of retirement withdrawals for decades - but what if it no longer works in today's world?
In this video, I reveal what no one tells you about the 4% Rule, why it could fail your retirement, and the smarter strategies you can use instead.
We'll cover its origins, the risks of relying on it, flaws in a global and 2025 context, and why personalized planning is the real key.
Whether you're aiming for FIRE or traditional retirement, this episode gives you the tools to rethink your withdrawal strategy.
Enjoy!
CHAPTERS: 00:00 - Why This Is Important 00:56 - The 4% Rule's Popularity 01:58 - The Two Main Risks 03:47 - The Rule's Origin 05:00 - FIRE Movement & Early Retirement Issues 06:19 - Global Flaws 07:20 - EPS & Bond Yield Importance in 2025 09:15 - Retirement "Hack" 10:13 - Key Takeaways 11:26 - The Importance of Customized Planning
📩 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/
#RetirementPlanning #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
📊 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 BEST Time to Take CPP & OAS: Avoid Losing Thousands
When should you take CPP and OAS? The timing of your Canada Pension Plan and Old Age Security benefits can make a huge difference in how much money you keep in retirement.
In this video, Rob Tétrault breaks down real-life examples, some key tips, and shows how proper planning can save you thousands. Learn the strategies Canadians are using in 2025 to maximize CPP & OAS, avoid costly mistakes, and build a smarter retirement income plan.
Enjoy the video!
TIMELINE: 00:00 - Why This Is Important 00:37 - Clarifying CPP & OAS 02:09 - Blueprint to Timing Your CPP 04:34 - The OAS Clawback... 06:06 - Real Example 07:33 - If you want some advice...
📩 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/
#RetirementPlanning #OASClawback #CPP #WealthManagement #OAS #CanadianInvesting #Retiring #Investing
📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj
🔔 Want personalized help with your retirement plan? Book a call → https://robtetrault.com/speak-to-rob/
⭐️⭐️ Where to Pull Money From FIRST in Retirement (The 5-Step Withdrawal Blueprint)
Deciding where to pull money from first in retirement can save you thousands in taxes and make your savings last longer.
In this video, I break down the 5-step Canadian retirement withdrawal blueprint so you'll know when to take from your RRSP, TFSA, or non-registered accounts - and why the order matters for tax efficiency and long-term growth.
Enjoy!
TIMELINE: 00:00 - Why Is This Important? 02:15 - The 5 Step Withdrawal Framework 02:31 - Step 1 03:12 - Step 2 04:09 - Step 3 04:46 - Step 4 05:26 - Step 5 06:14 - Real Example! 07:18 - Have Any Questions About Your Situation?
📩 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/
#RetirementPlanning #OASClawback #CPP #RRSP #RRSPMeltdown #CanadianInvesting
📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj
🔔 Want personalized help with your retirement plan? Book a call → https://robtetrault.com/speak-to-rob/
⭐️⭐️ RRSP Meltdown 101: The 3 Strategies EVERY Canadian Needs to Know
Are you approaching retirement or wondering how to withdraw from your RRSP without handing half to the CRA?
In this video, Rob Tétrault breaks down 3 proven RRSP meltdown strategies that smart Canadians are using to reduce taxes and boost retirement income.
You'll learn: ✅ How to withdraw RRSP funds in low-income years ✅ The power of delaying CPP & OAS ✅ "Loan shuffling" and how it fits into your withdrawal plan
Whether you're 5 years from retirement or already there — this guide could help you keep more of your money in your pocket.
TIMELINE: 00:00 - Why Does This Matter? 01:10 - Canada's Tax Landscape 03:43 - Strategy #1 05:42 - Strategy #2 09:16 - Strategy #3 11:59 - Real Example & Scenarios 14:41 - Recap
📩 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/
#RetirementPlanning #OASClawback #CPP #RRSP #RRSPMeltdown #CanadianInvesting
📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj
🔔 Want personalized help with your retirement plan? Book a call → https://robtetrault.com/speak-to-rob/
💸 Most Canadians spend decades saving for retirement…
But a few avoidable mistakes could ruin it all - including triggering the OAS Clawback, missing key tax opportunities, or drawing from the wrong accounts at the wrong time.
In this video, Rob breaks down the Top 5 Retirement Planning Mistakes and shows you exactly how to avoid them - with real strategies, clear examples, and practical advice any Canadian retiree (or soon-to-be) can use.
Timestamps: 00:00 - Why This Is Important! 00:48 - Mistake #1: No Tax Plan 01:59 - Mistake #2: Bad Withdrawal Order 03:03 - Mistake #3: Too Conservative (Too Much Cash) 04:35 - Mistake #4: No "What If" Plan 05:27 - Mistake #5: No Exit Strategy 06:12 - Retirement Planning Masterclass
📩 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/
#RetirementPlanning #OASClawback #CPP #CanadianInvesting
📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj
🔔 Want personalized help with your retirement plan? Book a call → https://robtetrault.com/speak-to-rob/
⭐️⭐️ RRSP Meltdown 101: The 3 Strategies EVERY Canadian Needs to Know
Are you approaching retirement or wondering how to withdraw from your RRSP without handing half to the CRA?
In this video, Rob Tétrault breaks down 3 proven RRSP meltdown strategies that smart Canadians are using to reduce taxes and boost retirement income.
You'll learn: ✅ How to withdraw RRSP funds in low-income years ✅ The power of delaying CPP & OAS ✅ "Loan shuffling" and how it fits into your withdrawal plan
Whether you're 5 years from retirement or already there — this guide could help you keep more of your money in your pocket.
TIMELINE: 00:00 - Why Does This Matter? 01:10 - Canada's Tax Landscape 03:43 - Strategy #1 05:42 - Strategy #2 09:16 - Strategy #3 11:59 - Real Example & Scenarios 14:41 - Recap
📩 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/
#RetirementPlanning #OASClawback #CPP #RRSP #RRSPMeltdown #CanadianInvesting
📞 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/
⭐⭐ 5 Alternative Investments Wealthy Canadians Are Betting On in 2025
Discover the top 5 alternative investments wealthy Canadians are betting on in 2025 — from real estate and private equity to music royalties and private credit. In this video,
Rob Tétrault breaks down why high-net-worth investors are moving beyond traditional stocks and bonds, and how these asset classes fit into a modern portfolio.
Want to invest like the 1%?
Start here.
👉 Subscribe for more wealth strategies weekly.
CHAPTERS: 00:00 - The Push For Alternative Investments 01:39 - #1 Real Estate 03:10 - #2 Private Equity 03:45 - #3 Infrastructure 05:02 - #4 Music Royalties 06:33 - #5 Private Credit 07:43 - Other Alternative Assets 08:12 - Let's Talk Asset Allocation
✤ Welcome to Rob Tetrault's YouTube channel.
This channel empowers investors like yourself to learn how to build an investment portfolio or a "bullet proof plan" in order to protect you and your family, generate an income stream in retirement, and ensure that your money outlives you.
We can help you maximize your estate value for your beneficiaries and minimize how much your estate pays to the government.
Rob Tetrault is a multi award-winning Portfolio Manager and head of the Tetrault Wealth Advisory Group at CG Wealth Management. After graduating from University of Toronto Law School, Rob initially worked as an insurance litigation specialist at MLT Aikins in Winnipeg.
He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business, before starting his Wealth Management Practice in 2010.
We highly recommend you become a member of our YouTube family by subscribing to our channel. You can suggest or ask me anything. If you have any ideas, please share them with me in the comments below.
===================================================
👉 Subscribe to our channel and press the bell 🔔 icon. 👉 Turn on notifications to never miss an upload! 🔔
===================================================
SCHEDULE: New Videos Every Week!
👉 Don't forget to share your opinion in the comments below. Thank you for supporting the " Rob Tetrault " YouTube channel.
=================================================== 📲CONNECT WITH US ON SOCIAL MEDIA:
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://x.com/RobTetrault
===================================================
📺 Watch my previous videos 📺
🎬 3 CPP Mistakes That Could Cost You THOUSANDS In Retirement https://youtu.be/jl-nTcgfDcA
🎬 7 Best Investments For High Net Worth Individuals https://youtu.be/frkusjdIXtk
🎬 How To Invest 20 Million Dollars https://youtu.be/RTZGgNhUVcQ
🎬 Financial Advisor Reacts To Finance TikTok https://youtu.be/XnqiRVyuW9c
🎬 How Alternative Investments Lead to Higher Returns https://youtu.be/vDXu2qJT9u8
🎬 Operating Company vs Holding Company https://youtu.be/3_z5OWQTfq4
===================================================
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
===================================================
⚠️ "DISCLAIMER" ⚠️
Rob Tetrault makes content available as a service to its customers and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action. If any owners would like me to remove the video I have no problem with that, just send me a letter: rtetrault@cgf.com
#CPP #RetirementPlanning #CanadaPensionPlan #PersonalFinanceCanada #CPPStrategy
📞 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 Wealthy Canadians LEGALLY Avoid Paying Taxes (2025)
If you're a high-income Canadian looking to keep more of your hard-earned money in 2025, this video breaks down the tax strategies many wealthy Canadians are using right now.
We’ll cover advanced planning tools like Individual Pension Plans (IPP), Prescribed Rate Loans, family trusts, TFSA layering, and smart contribution strategies that can save you thousands.
Whether you're earning $100k or $1M+, these are actionable steps to help reduce your tax burden — fully legal and CRA-compliant.
👉 Don't forget to subscribe for more Canadian tax & investing tips weekly!
00:00 - Why You Should Watch This Video
01:10 - Canada's Tax Landscape Changes in 2025
03:00 - The Best Tax Strategies in Canada
03:10 - Individual Pension Plan
04:32 - Prescribed Rate Loan
05:58 - Trusts & TFSA Layering
07:25 - Maximize Account Contributions
08:33 - Tax Strategies Recap & Final Suggestions
✤ Welcome to Rob Tetrault's YouTube channel.
This channel empowers investors like yourself to learn how to build an investment portfolio or a "bullet proof plan” in order to protect you and your family, generate an income stream in retirement, and ensure that your money outlives you.
We can help you maximize your estate value for your beneficiaries and minimize how much your estate pays to the government.
Rob Tetrault is a multi award-winning Portfolio Manager and head of the Tetrault Wealth Advisory Group at CG Wealth Management. After graduating from University of Toronto Law School, Rob initially worked as an insurance litigation specialist at MLT Aikins in Winnipeg.
He then completed a Finance MBA and was a member of the Dean’s list at the Asper School of Business, before starting his Wealth Management Practice in 2010.
We highly recommend you become a member of our YouTube family by subscribing to our channel. You can suggest or ask me anything. If you have any ideas, please share them with me in the comments below.
===================================================
👉 Subscribe to our channel and press the bell 🔔 icon.
👉 Turn on notifications to never miss an upload! 🔔
===================================================
SCHEDULE:
New Videos Every Week!
👉 Don't forget to share your opinion in the comments below.
Thank you for supporting the “ Rob Tetrault ” YouTube channel.
===================================================
📲CONNECT WITH US ON SOCIAL MEDIA:
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://x.com/RobTetrault
===================================================
📺 Watch my previous videos 📺
🎬 3 CPP Mistakes That Could Cost You THOUSANDS In Retirement
https://youtu.be/jl-nTcgfDcA
🎬 7 Best Investments For High Net Worth Individuals
https://youtu.be/frkusjdIXtk
🎬 How To Invest 20 Million Dollars
https://youtu.be/RTZGgNhUVcQ
🎬 Financial Advisor Reacts To Finance TikTok
https://youtu.be/XnqiRVyuW9c
🎬 How Alternative Investments Lead to Higher Returns
https://youtu.be/vDXu2qJT9u8
🎬 Operating Company vs Holding Company
https://youtu.be/3_z5OWQTfq4
===================================================
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
===================================================
⚠️ "DISCLAIMER” ⚠️
Rob Tetrault makes content available as a service to its customers and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action. If any owners would like me to remove the video I have no problem with that, just send me a letter: rtetrault@cgf.com
#CPP #RetirementPlanning #CanadaPensionPlan #PersonalFinanceCanada #CPPStrategy
📞 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/
⭐⭐ Converting Your RRSP to a RRIF in 2025 (How to Keep More of YOUR Money)
Thinking of converting your RRSP to a RRIF in 2025? Don’t leave money on the table.
In this video, we break down the RRSP to RRIF conversion process, key timing strategies, how to qualify for the pension income benefit, and ways to reduce your retirement tax burden — including the RRSP meltdown strategy.
Whether you’re approaching retirement or already there, this guide will help you keep more of YOUR money.
CHAPTERS:
00:00 - Intro
00:32 - What is an RRSP/RRIF?
01:10 - The Basics
03:52 - Drawdown Strategies & Best Time To Convert
05:32 - Pension Income Benefit
06:06 - When Should You ACTUALLY Convert Your RRSP to RRIF
08:19 - RRSP Meltdown Strategy
09:23 - Final Recap
📞 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/
⭐⭐
Rod Phillips joins Rob Tetrault and Adam Hague to unpack what the recent Canadian Election & the Trump/Carney meeting means for Canada’s political and economic future.
As a former Ontario finance minister and experienced political insider, Rod Phillips brings a rare perspective on how global moves - from U.S. tariffs to central bank shifts — could ripple through the Canadian economy.
In this wide-ranging conversation, we explore:
🔹 Why Trump met with Mark Carney — and what it signals
🔹 The Bank of Canada’s next moves on interest rates
🔹 Whether Canada is facing a recession or a rare opportunity
🔹 Rod’s take on Canada’s political leadership and what comes next
Whether you're an investor, policymaker, or just trying to understand where Canada is heading, this episode delivers the insights you won’t hear on the news.
Chapters & timestamps below 👇
[00:00 - Rod Phillips Background]
[00:38 - Were You Surprised With The Most Recent Election Results?]
[04:19 - Differences Between Carney & Trudeau]
[05:46 - Carney & Trump's Oval Office Meeting]
[08:54 - How Bad Could This Trade War Get?]
[11:13 - How Long Do You See This Playing Out?]
[11:54 - Is the MAGA Tariff Policy A Representation of Republicans?]
[13:44 - Canadian Consequences of This Trade War]
[18:33 - What Do You Say To These "End of the World" Investors?]
[20:51 - Where are the Democrats & "Attention Economy"]
[23:14 - Mark Carney's Stance on Energy]
[26:55 - Is Avoiding U.S. Investments Smart?]
[28:43 - The Handling of Interest Rates]
[32:56 - Are Tariffs Going to Lead to Sustained Inflation?]
[36:08 - Rapid Fire Questions]
[40:19 - Rod's Take On The Housing Market]
[42:12 - Is Canada's Debt Load A Concern?]
[44:06 - The Canadian Dollar]
[46:23 - Closing Remarks]
🧠 Subscribe for more political and economic commentary from Canada’s top minds.
#Canada #RodPhillips #RobTetrault #MarkCarney #Trump #CanadianPolitics #economy #BankOfCanada #InterestRates #Tariffs #PoliticalCommentary #financenews
#StockMarket #InvestingTips #FinancialAdvice #MarketTrends #PersonalFinance #WealthManagement #investmentstrategy
✤ Welcome to Rob Tetrault's YouTube channel.
This channel empowers investors like yourself to learn how to build an investment portfolio or a "bullet proof plan” in order to protect you and your family, generate an income stream in retirement, and ensure that your money outlives you.
We can help you maximize your estate value for your beneficiaries and minimize how much your estate pays to the government.
Rob Tetrault is a multi award-winning Portfolio Manager and head of the Tetrault Wealth Advisory Group at CG Wealth Management. After graduating from University of Toronto Law School, Rob initially worked as an insurance litigation specialist at MLT Aikins in Winnipeg.
He then completed a Finance MBA and was a member of the Dean’s list at the Asper School of Business, before starting his Wealth Management Practice in 2010.
We highly recommend you become a member of our YouTube family by subscribing to our channel. You can suggest or ask me anything. If you have any ideas, please share them with me in the comments below.
===================================================
👉 Subscribe to our channel and press the bell 🔔 icon.
👉 Turn on notifications to never miss an upload! 🔔
===================================================
SCHEDULE:
New Videos Every Week!
👉 Don't forget to share your opinion in the comments below.
Thank you for supporting the “ Rob Tetrault ” YouTube channel.
===================================================
📲CONNECT WITH US ON SOCIAL MEDIA:
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://x.com/RobTetrault
===================================================
📺 Watch my previous videos 📺
🎬 The Best Ways To Protect Your Portfolio From Volatility
https://youtu.be/htfI59KKq6I
🎬 7 Best Investments For High Net Worth Individuals
https://youtu.be/frkusjdIXtk
🎬 Financial Advisor Reacts To Finance TikTok
https://youtu.be/XnqiRVyuW9c
🎬 How Alternative Investments Lead to Higher Returns
https://youtu.be/vDXu2qJT9u8
🎬 Operating Company vs Holding Company
https://youtu.be/3_z5OWQTfq4
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📞 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’s Next for the Markets? LIVE Analysis & Q&A | 2025 Q1 Update Portfolio Manager Rob Tetrault and Chief Investment Officer, Adam Hague will discuss key financial trends, tax planning strategies, upcoming registered account deadlines, the latest U.S. tariff discussions and much more—all designed to help you stay informed and answer any questions or concerns you may have about the markets or anything related. What You Can Expect: ✅ Market Insights – A real-time look at what’s driving today’s markets, including the impact of tariffs, global news, and economic trends. ✅ Tax & Retirement Planning – Key dates and strategies to maximize your savings, including important registered account deadlines. ✅Live Q&A – If you have any concerns or questions about today's economic and financial situation, please join us and type your questions in the comment section.
📅 Live Show: Wednesday, October 9th at 12noon Central Time - Stock Markets, Interest Rate Cuts, and Your Portfolio Join us, Rob and Tania Tetrault on Wednesday, October 9th at 12:00pm Central Time for a LIVE Q&A where we’ll dive deep into the latest developments in the stock markets, the impact of interest rate cuts from central banks, what this means for the economy and your portfolios, and much more! ❓ Live Q&A: Bring your burning questions about the markets, investments, and the economy Whether you’re an experienced investor or just getting started, this live show will provide valuable insights and strategies to help you make informed financial decisions. Mark your calendars and don’t miss this opportunity to stay ahead of the curve. Subscribe and hit the notification bell so you don’t miss the live stream! 📞 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/ ⭐⭐ U.S. Election, Stock Market, Interest Rate Cuts & More | 2024 LIVE Market Update
#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 #HighNetWorth #UHNW #NetWorth
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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📞 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 Strategically Take Out Your CPP Considering taking your CPP benefits early? This video explores the pros and cons, how it could impact your retirement, and who might benefit from early withdrawal versus waiting. TIMESTAMPS: 00:00 Intro 00:47 The Basics 01:11 Pros and Cons of Drawing Down Early 01:52 Rob's Metaphor of The Day 02:40 Impact on Overall Retirement Income 04:05 Personal Factors to Consider 04:50 Comprehensive Financial Plan
#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 #HighNetWorth #UHNW #NetWorth
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📲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/
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📞 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 Retire With MORE Using Alternative Investments In this video, I delve into the world of alternative investments and reveal how they can help you hack the tax system. By incorporating assets like farmland, music royalties, storage units, and private real estate into your portfolio, you can significantly enhance your tax efficiency and maximize your retirement savings. I'll break down the benefits of each investment type, how they can provide stable income streams, and the tax advantages they offer. Whether you're an experienced investor looking to diversify or a beginner exploring new opportunities, this video will equip you with the knowledge to make informed decisions. Discover the power of alternative investments and how they can play a crucial role in your financial strategy. Don't forget to like, comment, and subscribe for more insights on smart investing!
#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 #HighNetWorth #UHNW #NetWorth
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📲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
📞 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/ ⭐⭐ 9 Steps To Choosing The Right Stock Unlock the secrets to successful investing with our comprehensive guide on valuing companies! In this video, we'll walk you through 9 essential methods to determine a company's true worth and help you make informed stock picks. Whether you're a seasoned investor or just starting out, these valuation techniques will empower you to choose winning stocks with confidence. Enjoy! CHAPTERS: 00:00:29 – Market Cap 00:00:55 – Free Cash Flow 00:01:42 – Price to Sales Ratio 00:02:00 – Price to Earnings Ratio 00:03:12 – Price to Gross Profit Ratio 00:03:30 – Price to EBITDA Ratio 00:03:55 – Price to EBIT Ratio 00:04:14 – Price to EBT Ratio 00:04:36 – Price to Earnings Ratio (Most common metric) 00:05:40 – Price to Free Cash Flow
#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 #HighNetWorth #UHNW #NetWorth
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📲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
📞 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's The Difference Between EBITDA & Net Income? Discover the key differences between EBITDA and Net Income in this insightful video! Whether you're a finance professional or just curious about financial metrics, we'll break down these essential concepts in a simple, easy-to-understand way.
Learn how EBITDA focuses on operating performance while Net Income reflects overall profitability. Perfect for students, investors, and business owners looking to deepen their financial knowledge. Don't forget to like, comment, and subscribe for more financial tips and insights! #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 #HighNetWorth #UHNW #NetWorth
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📲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
📞 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 Difference Between Market Cap & Enterprise Value Explained in 4 Minutes Ever hear the terms "market capitalization" or "enterprise value" when people discuss stocks or valuing companies? These two valuation metrics are crucial and among the most common means to value a company. Understanding the differences between market cap and EV can transform how you view potential investments. These metrics offer critical perspectives on a company’s size, financial health, and overall value. Whether you're studying for an economics/finance course or wanting to better your understanding for valuing a company's worth, this video is for you! Enjoy!
#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 #HighNetWorth #UHNW #NetWorth
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📲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
📞 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/ ⭐⭐ Assets vs. Liabilities: Understanding the Difference for Financial Success
Unlock the secrets to financial success in our latest video, "Assets vs. Liabilities: Understanding the Difference for Financial Success." Whether you're a beginner or looking to refresh your knowledge, this comprehensive guide breaks down the essential concepts of assets and liabilities, explaining what they are and how they impact your financial health. Learn how to identify your assets and liabilities, and discover practical tips for managing them effectively. Understand the importance of assets and liabilities in personal finance, investing, and wealth management. This video covers everything you need to know to boost your financial literacy and make informed decisions. 📊 Key Topics Covered: What are assets? What are liabilities? Differences between assets and liabilities How to manage your assets and liabilities Importance of assets and liabilities in personal finance
Enhance your financial knowledge and take control of your financial future with our easy-to-understand explanations and expert insights. Don’t forget to like, comment, and subscribe for more valuable financial tips and educational content!
#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 #HighNetWorth #UHNW #NetWorth
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📲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
📞 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 7 Investments For High Net Worth Individuals Discover the top investment strategies for high net worth individuals in our latest video, "The Best 7 Investments For High Net Worth Individuals." Learn how to grow and protect your wealth with expert insights on the best investment opportunities available today. We cover diverse options including real estate, charitable donations, rare collectibles, alternative investments, and many more. Delve into the world of private equity and understand the importance of estate planning to secure your financial future. Perfect for seasoned investors looking to diversify their portfolio and maximize returns. Watch now for tips and strategies!
#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 #HighNetWorth #UHNW #NetWorth
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📲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
📞 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 an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) Unlock the secrets of financial success with our video, "What Does an Investment Advisor Do? | Financial Roles Explained." Discover the crucial differences between Investment Advisors, Portfolio Managers, and Mutual Fund Representatives. Learn about fee structures, security selection, asset allocation, and comprehensive financial planning. Get insights into how Investment Advisors provide support for your financial goals. Perfect for anyone seeking to understand the financial landscape better! Like, comment, and subscribe for financial knowledge! CHAPTERS: -------------------- 00:00:00 - The Difference Between IAs, PMs, & Mutual Fund Reps 00:01:28 - Investment Advisor Fee Structure 00:02:32 - Investment Advisor Role: Security Selection 00:03:51 - Investment Advisor Role: Asset Allocation 00:04:50 - Investment Advisor Role: Financial Planning 00:07:40 - Investment Advisor Role: Encouragement
#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
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📲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
📞 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
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📲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
📞 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
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📲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
📞 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
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📲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
📞 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
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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Instagram ➡️ https://www.instagram.com/robtetraultwealth/
Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/
LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/
Twitter ➡️ https://twitter.com/RobTetrault
📞 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
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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📞 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
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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📞 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
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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📞 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
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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📞 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/
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⭐⭐ 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
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📞 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/
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⭐⭐ 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
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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📞 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/
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⭐⭐ How To Protect YOUR Money Against Investment Scams In today's world, there's no shortage of people trying to steal your hard earned money. Discover the essential strategies to safeguard your hard-earned money in this eye-opening guide on navigating the treacherous waters of investment scams. In this video, 'How To Protect YOUR Money Against Investment Scams', Rob unveils the most common traps that unsuspecting investors fall into.
Gain valuable insights into recognizing red flags, making informed decisions, and fortifying your financial defense. Arm yourself with the knowledge needed to outsmart scammers and secure your financial future. Don't let these scams catch you off guard - watch now and empower yourself to make safer and smarter investment choices!
#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities #YearEndReview #AlternativeInvestments
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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📞 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/
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⭐⭐ How Alternative Investments Can Strengthen Your Portfolio | With Invico's Jason Brooks Today, we're joined by a very special guest, President and Co-founder of Invico Capital Corporation, Jason Brooks. Invico Capital Corporation is an award-winning Canadian investment fund management firm providing alternative investment and financing solutions in North America. For lack of a better term, they are visionaries in the art of alternative investments. Jason is a veteran in the industry and is one of Canada's leaders in the private debt space. He brings in over 25 years of experience in private equity and debt financing and is responsible for structuring complex funding for small and medium-sized businesses on behalf of Invico’s managed service offerings. You don't want to miss this interview to hear how alternative assets can help improve YOUR portfolio!
#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities #YearEndReview #AlternativeInvestments
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📞 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/
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⭐⭐ What Does Managing $900 Million of Real Estate Look Like? With Equiton's Geoff Lang In this exclusive interview, we sit down with Geoff Lang, Senior VP of Business Development at Equiton, to delve into the world of multi-residential apartment real estate investing. Equiton offers easy access to all types of investment grade real estate through their proven, high-performing investment solutions. They offer true diversification, full transparency, and all the benefits of real estate investing without the difficulties of financing, tenant management, building maintenance or project management. Why own an Equiton REIT? 👉 Private REITs give you real estate exposure without needing to actively manage a property – leave the headaches and hassles of being a landlord to us. 👉 You get monthly income with consistent growth and/or significant returns from development projects. 👉 You can use your registered funds to invest (RRSP, RESP, TFSA, LIRA and RRIF). 👉 Returns are highly tax-efficient. Tune in for an insightful conversation about real estate!
#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities #YearEndReview
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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📞 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/
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⭐⭐ 2023 Stock Market Recap: A Year-End Review Join us for our 2023 holiday stock market recap as we analyze the highs and lows, trends, and significant events that shaped the stock market throughout the year! Tune in!
#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities #YearEndReview
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⭐⭐ Why Storage Facilities are the Hidden Investment Gem | Avenue Living In this interview, Rob picks Gabriel's brain about investing in self-storage facilities, the management process of these facilities, and the returns one can expect to get by investing through Avenue Living's self-storage funds. They also discuss how they compare to traditional real estate investments, the history of storage facility investing, and how effective these investment vehicles really are. Whether you're an experienced investor or just beginning your journey in alternative investing, this video offers valuable insights and a fresh perspective on how self-storage units could be the hidden investment gem of years to come. Tune in!
#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #IPO #initialpublicoffering #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities
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⭐⭐ What Is An IPO And How Do They Work?
Are you ready to ride the IPO wave and make informed investment decisions? Join us for a high-octane crash course on Initial Public Offerings (IPOs) in our latest video!
We'll break down the IPO process, demystify the jargon, and equip you with the essential knowledge to navigate this exciting but often turbulent world of stock market launches.
Whether you're a seasoned investor or a beginner looking to dive in, this video is your ultimate guide to IPO success.
Don't miss out on the next big opportunity – hit the subscribe button and join us on the path to IPO mastery today!
#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #IPO #initialpublicoffering #StockMarket #FinancialLiteracy #FinancialEducation
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⭐⭐ IPO Trends: What Investors Need to Know
Welcome!
In this clip, we dive deep into the ever-evolving world of Initial Public Offerings (IPOs). If you're an investor or simply curious about the stock market, you won't want to miss this.
Learn about historic trends in IPOs and how modern-day IPOs differ. We discuss float size, profitability, earnings, IPO pops, and what goes into valuing a private company to go onto the public market.
You won't want to miss this insightful video! #businessnews #investmentstrategy #investingbasics #IPO #initialpublicoffering #StockMarket #FinancialLiteracy #FinancialEducation
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⭐⭐ 5 Tips To Deal With Rising Interest Rates
Are rising interest rates keeping you up at night? You're not alone! In today's economic climate, it's crucial to be prepared. In this clip, we're sharing 5 invaluable tips to help you navigate the challenges that come with increasing interest rates.
Join us in this informative journey to empower yourself with the knowledge and strategies needed to tackle rising interest rates head-on.
Don't let financial uncertainty hold you back—take control of your financial future today! Don't forget to like, subscribe, and hit the notification bell to stay updated on our latest financial tips and insights. Your financial well-being matters, and we're here to help you every step of the way!
#investingbasics #businessnews #investmentstrategy #investingbasics #VTB #InterestRates #MortgageRates #RealEstateInvesting #Mortgage
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⭐⭐ The Stigma Around The Oil & Gas Industry & Surge's Potential With Paul Colborne (TSX: SGY)
In this video, Rob sits down with Paul Colborne, President & CEO of Surge Energy to discuss Surge and the state of the oil & gas industry.
Paul Colborne has over 24 years of experience in the oil and gas industry and has been involved in a leadership, executive or director capacity with over 30 oil and gas and energy services companies.
Paul has successfully grown and, subsequently transitioned, a number of aggressive Canadian junior oil and gas companies into sustainable, modest growth dividend paying companies with excellent results, including: Startech Energy Inc., Crescent Point Energy Trust, and Star Point Energy.
Tune in to this episode to hear from one of the industries most knowledgeable figures in the space and chat about the energy sector as a whole and the current state of the oil and gas industry!
#InvestmentStrategy #InvestingBasics #EnergyInvesting #OilandGas #Oil #OPEC #EnergySector #OilandGasIndustry #SmartInvesting #EnergyIndustry
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⭐⭐ A Deep Dive Into The Current Real Estate and Student Housing Market with Sanjil Shah
In this video, Rob sit down with Managing Partner at Alignvest Student Housing student housing, Sanjil Shah, to discuss the current state of the student housing market & real estate in general.
Alignvest Student Housing REIT has an appraised portfolio value of nearly $1 billion ($945.3 million to be exact) diversified between 12 properties in six major educational markets throughout Canada.
Whether you're a seasoned real estate investor or simply interested in the housing market, this conversation is packed with valuable insights from a real estate investing pro.
Learn about the unique investment opportunities within the student housing sector and the broader real estate market. You won't want to miss this episode!
#StudentHousing #RealEstate #RealEstateMarket #RealEstateInvesting #InvestingInRealEstate #HousingMarket #SmartInvesting #RealEstateInvestingTips #RealEstateInvestor
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⭐⭐ Revolutionizing ETFs: Accelerate's Julian Klymochko Shares His Innovative Investing Strategies
In this interview, Rob sits down with Julian Klymochko, CEO, CIO, & founder of Accelerate to discuss their passion for alternative investing avenues.
Accelerate is one of Canada’s most innovative and fastest-growing alternative investment solution providers, with a suite of hedge fund ETFs, crypto ETFs and Web3 funds for investors seeking diversification and long-term performance.
With a consistent focus on innovation, Accelerate is driven to bring unique alternative investment solutions with the goal of producing better financial outcomes for clients.
If you're interested in diversifying your investments and curious about other avenues to store and grow your wealth, this interview is for you!
#ETF #ETFs #SmartInvesting #InvestingStrategy #AlternativeInvestments #AlternativeInvesting #InvestmentStrategy #ExchangeTradedFunds
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⭐⭐ Julian Klymochko on Accelerate's NFT Fund: Shaping the Future of Investments
In this continuation of the previously uploaded interview with Julian Klymochko, CIO, CEO, & Founder of Accelerate, Rob and Julian discuss Accelerate's NFT Fund - the first of its kind in Canada.
Klymochko is a trailblazer in the crypto space having created Canada's first Bitcoin fund. Now his team at Accelerate are venturing into the world of NFTs.
The Accelerate NFT Fund is an actively-managed, pure-play Non-Fungible Token (“NFT”) investment vehicle. The Fund provides exposure to a diversified collection of blue-chip NFTs and is available for accredited investors.
The holdings of this fund include massive names in the space including art from CryptoPunks & Bored Ape Yacht Club. Rob and Julian discuss the correlation between the NFT market and the collectibles market as well as how early stock trading was perceived - a "gambling man's game".
For anyone curious about the logistics of managing an NFT fund or wanting to get their toes wet in the crypto space, this video is for you!
#NFTFund #CryptoCurrency #NFTInvesting #BoredApeYachtClub #CryptoPunks #AlternativeInvesting #Diversification #InvestingStrategies
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⭐⭐ What is a Vendor Take-back Mortgage Loan? (VTB Loan)
Are you looking to buy or sell a property and considering your financing options? Welcome to our 5-minute video on Vendor Take Back Loans! In this concise and informative video, we'll demystify Vendor Take Back Loans, uncovering the advantages, drawbacks, and how they can be a game-changer in real estate transactions.
Vendor Take Back Loans (VTB) are a unique financing option in real estate, where the property seller acts as the lender, providing a portion of the purchase price as a loan to the buyer. This innovative arrangement opens up exciting opportunities for both parties, and we're here to explain how it all works.
#investingbasics #businessnews #investmentstrategy #investingbasics #VTB #VendorTakebackLoan #VTBLoan #RealEstateInvesting #Mortgage
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⭐⭐ CEO & CFO of BTB REIT Talk Canadian Real Estate With Rob Tetrault
Today on the channel, we have a couple of very special guests! President & CEO, Michel Leonard, and Executive VP, COO, & CFO, Mathieu Bolte, join Rob and his dad Claude Tetrault to talk about their publicly traded company on the TSX, BTB REIT.
BTB's real estate portfolio consists of 74 properties (as of March 31st, 2023) with a market value just north of $1.2 billion dollars. Their collection of properties spans across Canada, however, the majority of their real estate resides in Quebec. With a mix of industrial, downtown offices, and retail properties, BTB has amassed a rental revenue of nearly $33 million dollars.
Tune into this insightful interview to learn more about the Canadian real estate landscape and BTB REIT from some of the best in the industry!
#RealEstate #CanadianRealEstate #REIT #PublicCompany #BTBREIT #businessnews #investmentstrategy #investingbasics #PortfolioManager
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⭐⭐ The Secret To Building Generational Wealth
From corporately owned insurance to estate planning, Rob Tetrault and Adam Buss cover what you need to know to ACTUALLY accumulate and build generational wealth. Forget the flashy jewelry or sports cars - this video covers topics like corporate structures, tax efficiencies, wealth & estate planning, and passing down your legacy to future generations. Tune into this video to find out the secret to building generational wealth!
#businessnews #investmentstrategy #investingbasics #corporateinsurance #generationalwealth
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⭐⭐ What Is The "Greater Fool Theory" In Investing?
We're back again today to talk about the Greater Fool Theory in investing and why it's NOT a philosophy you should subscribe to when it comes to investing.
The Greater Fool Theory revolves around the idea that there will always be someone out there willing to pay more for an investment than you are. We see typically occur in hot sectors - cryptocurrency, marijuana, technology, biotech, etc.
In this video, Rob gives his breakdown on why the Greater Fool Theory is an important concept to grasp to not fall victim to trying to perfectly time the market and sell at the top.
#businessnews #investmentstrategy #investingbasics #TheGreaterFoolTheory #GreaterFoolTheory #GreaterFool #TimingTheMarket
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⭐⭐ Here's Why Central Banks Increase Interest Rates
Are you always hearing about interest rates on the news and wonder what, why, how this gets decided, and who decides it? Well look no further! In this video, Rob answers the questions of WHO decides these rate hikes, HOW they determine WHEN & WHY to raise them and WHAT this means for you as a consumer. Here's EVERYTHING you need to know about the reasoning behind this recent interest rate hike in Canada.
#businessnews #InterestRates #Inflation #CentralBank #Centralbanks #TheFed #federalreserve #investmentstrategy #investingbasics #Interestratehike #BankOfCanada
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⭐⭐ Operating Company VS Holding Company | How To Decide If You Need A Holding Company For Your Business
In this informative video, Wealth & Estate Planning Specialist, Adam Buss, and Branch Manager, Senior Investment Advisor & Senior Portfolio Manager, Rob Tetrault, sit down and discuss the pros and cons of a holding company and how to decide if your operating company needs one! They compare the different corporate structures of a hold co and an op co and compare the pros and cons of each of them to fully inform the viewer to make the best decision moving forward.
#businessnews #investmentstrategy #investingbasics #operatingcompany #holdingcompany #holdco #opco
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⭐⭐ How To Stay Disciplined With Your Investing Strategy | Market Psychology
Hi folks! In this video, Rob dives into the topic of blocking out the noise and staying committed to your investment plan. In today's fast-paced world, the stock market can be shaky, and external factors constantly battle for our attention. As an investor, it's extremely important to know yourself, your risk tolerance, your liquidity needs, retirement status, etc. Nobody else should sway your decision to buy one stock and sell another solely based on their personal experience with the stock. Say goodbye to FOMO and stay disciplined! Tune into this video to help stay disciplined and focus on those long-term investing goals!
#businessnews #AlternativeAssets #AlternativeInvestments #InvestmentStrategy #InvestingBasics #Farmland #RealAssets #FOMO
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⭐⭐ 7 Reasons Why Farmland Is A GREAT Investment
7 Reasons Why Farmland Is A GREAT Investment Have you ever been curious as to why you hear people investing in farmland? Look no further! In this video, Rob breaks down why you should have farmland in your portfolio for a number of reasons (7 to be exact as per the title 😆) including hedging against inflation and diversification into real assets. If you're interested in finding out how exactly to begin investing in farmland and other alternative real assets, book a no-obligation consultation with rob... ...here 👉 https://robtetrault.com/speak-to-rob/ Enjoy the video!
#businessnews #AlternativeAssets #AlternativeInvestments #InvestmentStrategy #InvestingBasics #Farmland #RealAssets
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⭐⭐ Inflation Update And My Outlook On The Stock Market - BNN Bloomberg
I was back on BNN to discuss one of my favourite topics - alternative investments. In this segment, I explain how it is proven that there is a direct positive correlation between the allocation of alternative assets in a portfolio and the returns. The higher allocation of alternative investments, the higher the returns - more importantly, on a RISK-ADJUSTED basis. The 60/40 portfolio is out-dated and retail investors deserve access to what endowment funds have been utilizing to achieve higher returns for years as shown in this video.
#AlternativeInvestments #BusinessNews #InvestmentStrategy #InvestingBasics #BNNbloomberg #StockMarketOutlook
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⭐⭐ Inflation Update And My Outlook On The Stock Market - BNN Bloomberg
Last week on BNN, I dive into the current state of the stock market and discuss the new inflation release statistics. In this engaging analysis, I offer my unique outlook and share what investors can expect in the short term, intermediate term, and long term horizon. With a blend of macroeconomic factors and technical factors from Canaccord Genuity's own, Javed Mirza, I aim to provide investors with a transparent and accurate prediction for the future of the market. Tune into this video to make sure you're up to date on all the latest market trends!
#BusinessNews #InvestmentStrategy #InvestingBasics #BNNbloomberg #StockMarketOutlook
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DISCLAIMER: Video Originally Recorded October 14TH 2022 We were asked by Tenet fintech to not release the video given that JJ was discussing confidential information with respect to the equity raise. We were nice enough to oblige, however given that JJ is no longer there, we’re taking the opportunity to share the video with you.
📞 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/
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⭐⭐ Overlooked and Undervalued: Rafi Tahmazian on the Energy Sector's Massive Potential
Nothing is off limits in this interview! In this video, Rob interviews the former CEO of Tenet Fintech (Formerly Peak Fintech), Joseph Johnson. From controversial projections to the instability of $PKK.CN/$PKKFF stock, Rob asks the tough questions to uncover the truth for shareholders. Don't miss out on the revealing insights into the Tenet Fintech team!
#CEO #PKK #PennyStocks #BusinessNews #InvestmentStrategy #InvestingBasics #TenetFintech
#investmentstrategy #businessnews #investmentstrategy #investingbasics #energysector #investinginterview
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⭐⭐ Why Oil Is In A Multi-Year Bull Market | Interview With Eric Nuttall Today, we sit down with senior Partner and Senior Portfolio Manager with Ninepoint Partners LP, Eric Nuttall. In this new interview, Claude & Rob get to the bottom of Eric's thoughts regarding why he's excited about energy stocks, why they are mispriced, why oil is in a multi-year bull run, and the upside potential of the energy sector. Don't miss this opportunity to gain valuable insights from one of the most experienced voices in energy investing.
#EnergySector #EricNuttall #CanadianOil #BusinessNews #InvestmentStrategy #InvestingBasics #EnergyStocks
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⭐⭐ Overlooked and Undervalued: Rafi Tahmazian on the Energy Sector's Massive Potential
Today, Rob interviews Rafi Tahmazian, senior portfolio manager & director at Canoe Financial. Rafi gives his thoughts on the current state of the energy sector and why right now might be one of the BEST opportunity's he's seen in his 31 years in the industry. This interview gives valuable insight and advice as to why the energy sector has been neglected and overlooked by retail investors in recent history and how YOU can capitalize on one of the best kept secrets in the market.
#investmentstrategy #businessnews #investmentstrategy #investingbasics #energysector #investinginterview
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📞 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 ⭐⭐ The Pros And Cons Of A GIC - Should You Own One? In this video, Rob discusses the benefits and drawbacks of investing in a Guaranteed Investment Certificate. GICs are a type of investment that offers a fixed rate of a return over a set period of time, making them a popular choice for those seeking low-risk investments. However, the may not be the best option for everyone. We'll explore GICs' stability, predictability, ease of use, returns, and flexibility and figure out if they're the right investment for you. #Investments #GIC #Diversification #AlternativeInvestments #SmartInvesting
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📞 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 ⭐⭐ Exploring the Current Market And My Outlook On The Next Quarter - Back on BNN In this video I'm back on BNN discussing the current state of the market and outlook on the next quarter, including potential Federal Reserve decisions and the potential consequences on the global economy. Predictions for the upcoming quarter, giving viewers insight into what they can expect from the market and the Fed in the coming months. #businessnews #investmentstrategy #investingbasics
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📞 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 ⭐⭐ How The Presidential Election Cycle Affects The Stock Market Ever wonder how the presidential election affects the cycle of the stock market? Well, look no further! Over the history of the stock market, the third year (2023) of the presidential election cycle has been dominant relative to the other 3 years of the election cycle. This is predicated on the idea that the president's views shift as election time nears. We'll discuss everything that goes into this presidential cycle theory and provide insight into what you as an investor can expect throughout this third year of the presidential cycle. #PresidentialElection #StockMarket #StockMarketCycle #MarketCycle #ElectionCycle
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📞 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 ⭐⭐ Reasons To Stay Positive Amid Negative Sentiment In The Stock Market - BNN Bloomberg
I was back on BNN to discuss the 2023 outlook of the stock market and the economy. As a seasoned financial strategist, Rob provides insight into what investors need to know in order to remain positive amid negative sentiment in the stock market. He breaks down the current state of the economy and shares his predictions for the future along with bullish trends and patterns he recognizes. Get the inside scoop on the markets and find out how to maximize your returns in the years ahead. Here's to staying optimistic despite negative news! #businessnews #investmentstrategy #investingbasics #financialeducation #stockmarketnews
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Pinterest ➡️ https://www.pinterest.ca/rob_tetrault ===================================================
📞 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 ⭐⭐ Is The CPP A Good Deal? The Truth About The Canada Pension Plan In this informative video, we dive into the Canada Pension Plan and ask the question: are your CPP contributions a good deal or "worth it"? We explore the pros and cons of the CPP and discuss a study conducted by the actuarial firm, Morneau Shepell. We break down the different factors that affect the value of the CPP to help you become as informed as possible. Whether you're just starting to plan for retirement or you're nearing retirement age, this video has something for everyone. Don't miss out on this essential guide to the Canada Pension Plan! #CPP #CanadaPensionPlan #RetirementPlanning #InvestmentStrategy
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Pinterest ➡️ https://www.pinterest.ca/rob_tetrault ===================================================
📞 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 ⭐⭐ Why The New FHSA Account Is A Must-Have For ALL Canadians - BNN Bloomberg In this insightful interview on BNN Bloomberg, Rob Tetrault shares his thoughts on why every Canadian should have a Tax-Free First Home Savings Account account. Rob explains the benefits of these accounts, including tax-free growth and withdrawals, and how they can help Canadians save for important milestones like buying a home, reaping the benefits of tax-free compounding, or funding their retirement. If you're looking to take control of your finances and build wealth in Canada, this interview is a must-watch! #businessnews #investmentstrategy #investingbasics
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📞 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 ⭐⭐ Navigating The Stock Market's Recent Activity - BNN I was back on BNN to discuss the recent trends of the stock market as well as touch on tech stock performance, geopolitical risks, and alternative investments. As a seasoned financial strategist, Rob provides insight into what investors need to know to make the right moves in this volatile economic climate. He breaks down the current state of the stock market and shares insight as to where the stock market may be headed. Get the inside scoop on the markets and find out how to maximize your returns in the years ahead. #businessnews #investmentstrategy #investingbasics
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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Pinterest ➡️ https://www.pinterest.ca/rob_tetrault ===================================================
📞 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 ⭐⭐ Rob Tetrault - BNN: 2023 Outlook and Outlook I was back on BNN to discuss the 2023 outlook and outlook for the economy. As a seasoned financial strategist, Rob provides insight into what investors need to know to make the right moves in this volatile economic climate. He breaks down the current state of the economy and shares his predictions for the future. Get the inside scoop on the markets and find out how to maximize your returns in the years ahead. #businessnews #investmentstrategy #investingbasics
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Pinterest ➡️ https://www.pinterest.ca/rob_tetrault ===================================================
📞 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 ⭐⭐ Maximizing Your Money: To Invest or Pay Down Debt? Maximizing your money can be a difficult task, especially when it comes to deciding whether to invest or pay down debt. In this video, we'll give you the best strategies for navigating these two financial decisions. Discover the pros and cons of investing and debt repayment, and learn how to determine the best choice for your unique situation. With these tips, you'll be able to make the most of your money and reach your financial goals. #investmentstrategy #Payingdebtorinvesting
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Pinterest ➡️ https://www.pinterest.ca/rob_tetrault ===================================================
📞 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 ⭐⭐ The Benefits of Inflation for Investors Inflation can be a difficult concept to understand, but it can also be a powerful tool for investors. In this video, we'll discuss the benefits of investing in an inflationary environment and provide tips for taking advantage of the opportunities it presents. We'll explore strategies for finding investments that can grow with inflation. Get ready to harness the power of inflation and make the most of your investments! #inflation #benefitsinflation
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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Pinterest ➡️ https://www.pinterest.ca/rob_tetrault ===================================================
📞 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 ⭐⭐ How Does The Housing Market Work? The housing market can be confusing, but it doesn't have to be. Today, I explain the basics of the housing market, how it works, and how the government plays into it. I also discuss what's been happening lately in the market and what to expect in the future.
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📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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Pinterest ➡️ https://www.pinterest.ca/rob_tetrault ===================================================
📞 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 ⭐⭐ Alternative Investing Event | Tetrault Wealth Advisory Group If you're interested in learning more about alternative investing, this event is definitely for you! You'll be able to learn about different strategies and products and make some investment decisions that will help you grow your portfolio. We discussed various alternative investments, such as private real estate, Farm Land and Music Royalties. Listen to this podcast, as it is an excellent opportunity to learn more about alternative investments and how they can benefit your portfolio. ===================================================
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📞 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 ⭐⭐ What is an ETF? Should you invest in an Exchange Traded Fund (ETF)? Exchange Traded Fund (ETF) is a type of pooled investment security that operates much like a mutual fund and trades on an exchange just like a stock does. This video will let you know what are ETFs and will explain the basics of ETF. Should you invest in ETFs or not? You will know everything about Exchange Traded Funds (ETFs) in this video.
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📞 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 ⭐⭐ Eat the Rich: The GameStop Saga (2022) Netflix Documentary Review Did you make millions from GME stock in the pandemic? Do you play the stock market with GameStop stock? Well, even if you didn't and don't - this Eat The Rich: The GameStop Saga Netflix Documentary review will give you a good insight into some of what went on when the people of the internet took on the hedge funds. ===================================================
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📞 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 ⭐⭐ Back To Basics of Investing With Brian Feroldi In this interview, we discuss the basics of investing and how to get started with investing. Brian offers expert advice on how to make the most of your money and reach your financial goals. This is a great podcast to listen to if you're new to investing or if you just need a refresher on the basics. We cover topics like: - the volatility in the market, - the US Federal Reserve, - inflation and recession, - safe assets and much more. Brian Feroldi also talks about the need for financial education.
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📞 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 ⭐⭐ What Is Monetary And Fiscal Policy? Monetary and Fiscal Policy Explained If you're interested in learning more about monetary and fiscal policy, this is for you! We'll provide a basic overview of both concepts, and explain how they work in the economy and the difference between them. Monetary policy refers to the actions of central banks to achieve macroeconomic policy objectives, such as price stability, full employment, and stable economic growth. Fiscal policy refers to the tax and spending policies of the federal government.
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📞 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 ⭐⭐ How To Protect Yourself From Financial Fraud: 7 Tips To Avoid Financial Fraud Today, we're going to share 7 tips to help you protect yourself from financial fraud. These tips will teach you how to identify potential scams and scammers. Financial fraud is becoming more and more common and criminals are being more creative in the ways they try to fool you and it's important that you know how to protect yourself from it. With these tips, you'll be well on your way to avoiding financial ruin!
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📞 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 ⭐⭐ What Is Resistance In The Stock Market? - A Resistance Trading Strategy Today, we're going to be discussing what resistance is in the stock market and how to use a resistance trading strategy to take advantage of this. Resistance, or a resistance level, is the price at which the price of an asset meets pressure on its way up by the emergence of a growing number of sellers who wish to sell at that price.
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📞 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 ⭐⭐ Managing Volatility In Your Portfolio with Alternative Investments I was on BNN once again this week, talking about what we do best - Alternative Investments. I’ve been a big believer in this for many many years and in this video I will be explaining how to manage volatility in your portfolio with alternative investments. Alternative investments can be a great way to protect your portfolio from sudden drops in prices, and can also provide you with some exciting opportunities. ===================================================
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📞 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 ⭐⭐ What is Short Covering and Short Covering Rally in the Stock Market? Short covering, also known as buying to cover, occurs when an investor buys shares of stock in order to close out an open short position. Today, I’ll explain why this is done, as well as give a little more insight on how shorting a stock works. ===================================================
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📞 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 ⭐⭐ What Are Support Levels In Trading And Investing? Support And Resistance Explained. A support level is a price point or number where investors are expected to see buying pressure in a stock. Today, we'll discuss what they are, how this happens, why this would happen and how this can affect the stock markets. =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault
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⭐⭐ How To Talk Like A Billionaire From the TV show Billions, you must have heard the terms like Hedge Funds, Bucket Shop, Sharp ratio, Dead Cat Bounce, Distress Debt and many more. Watch this video to understand what these terms are.
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📞 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/
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⭐⭐ Another Spot-On Stock Market Prediction That Will Shock You. I’ve always been a big believer in alternative investments. And I’ve talked about it many times on BNN, my message is no different this time. We’re currently seeing negative numbers in the stock market week after week, so why not own something that is uncorrelated to the markets?
I was, once again, explaining the importance of alternative investments on BNN, enjoy! You’re definitely in the RIGHT place if you’re looking to understand how to create an investment portfolio or a "bullet proof plan” in order to protect you and your family, generate an income stream in retirement, and ensure that your money outlives you.
⭐⭐ Canada's NEW Tax Free Home Buyers Savings Account - FHSA The FHSA is a new account that was introduced in the 2022 federal budget and is set to be available to Canadians in 2023.
It basically provides first-time home buyers with a savings account that combines the tax benefits of a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP). Listen to this podcast to know everything about this account.
You’re definitely in the RIGHT place if you’re looking to understand how to create an investment portfolio or a "bullet proof plan” in order to protect you and your family, generate an income stream in retirement, and ensure that your money outlives you.
What is a fee based financial advisor? How do they get paid? What are the different methods and fee structures you might encounter when shopping around for a wealth professional? Let's get right into it and explain to you the different payment structure models for a licensed investment advisor in Canada. All these questions and concerns addressed in this podcast - comment if I missed something!
We all want to make profits when it comes to investing, but there are a few things like keeping emotions out while investing that we should keep in mind. In this video I go through my top 6 things I wish I knew before I started investing. Enjoy!
📞 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/
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👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#StockInvestment #InvestmentTips #StockMarket
We all want to make profits when it comes to investing, but there are a few things like keeping emotions out while investing that we should keep in mind. In this video I go through my top 6 things I wish I knew before I started investing. Enjoy!
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#StockInvestment #InvestmentTips #StockMarket
Gas prices are on rise across the country because the underline commodity crude oil is on the rise.
The supply is less and the demand for oil is the same or even higher and this has caused the rise of gasoline prices.
Watch this video to know how all this affects you.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#StockInvestment #InvestmentTips #gasprices
Leverage is when you apply debt to assets you currently own.
In this video I talk about the 3 critical reasons why you should leverage your portfolio and I discuss how you should leverage your assets.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#StockInvestment #InvestmentTips #StockMarket
When the market corrects and stocks dip, what happens to that money ? Where does it go and who get to profit from these losses? In this video I explain how this works and how it affects your wealth.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#StockInvestment #InvestmentTips #StockMarket
This video will help you to understand the impact of increased interest and how it can affect you, your portfolio and your retirement.
I also explain and discuss different types of interest rates.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#StockInvestment #InvestmentTips #StockMarket
Emotions are a dominating force that impacts every aspect of our lives.
Most investors go through a recurring cycle that follows the market.
This emotional cycle often leads an investor to make the wrong decision at the wrong time.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#StockInvestment #InvestmentTips #StockMarket
If you've ever lent money to your spouse or to one of your corporations in order to take advantage of a reduced tax rate, this is called a prescribed rate loan.
As you may know the government mandates that a minimum amount of interest be charged on these loans.
In these situations the lower the interest rate the more advantageous the tax savings are.
Currently, the prescribed interest rate is set at 1%, but is increasing to 2% on July 1, 2022.
If a loan arrangement is established before July 1, 2022, the lower 1% prescribed interest rate will apply as long as the loan is active.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#PrescribedLoan #RateChange #WealthManagement
Are bonds really a safe investment ?
Should you have some in your portfolio?
Watch this video to find out all about bonds and the risks associated with 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#Bonds #InvestmentTips #StockMarket
There are a lot of things to think about when starting a business and owning a business.
Should you have an operating company or a holding company ?
What’s the difference ?
What are the pros and cons ?
In this video, I’ll break it down for you and help you decide what’s best for your business.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#HoldingCompany #InvestmentTips #OperatingCompany
Inflation is a natural economic concept that can have a significant impact on your investments and our economy.
In this video, we explore the top 5 impacts of inflation on your wealth.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#InflationExplained #InvestmentTips #InflationCanada
In this episode of The Boardroom I speak with Manuj Aggarwal.
Artificial intelligence is the future. The more we talk about it, the closer it feels to becoming reality.
I'm not talking about robots that will take over the world and enslave us all - this video is just a basic introduction to artificial intelligence.
We also dive into many more topics such as machine learning and cryptocurrencies.
#ArtificialIntelligence #MachineLearning
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 How to Invest $50MILLION : https://youtu.be/M10cH_v38NQ
📽 Best Way To Invest $500K : https://youtu.be/e9K1O15-mtw
📽 Investing $10MILLION : https://youtu.be/-7E-rorTuoY
🎬Watch our latest video on the CPP and retirement planning tips: https://youtu.be/DzfI3k0dwTU
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
A non-disclosure agreement, also known as a confidentiality agreement, is a contract by which one or more parties agree not to disclose confidential information that they have shared with each other as a necessary part of doing business together.
In this video, I explain when a NDA is used, what it does and what your rights are around it.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#NDA #investmenttips #StockMarket
In this video, I explain all you need to know about bonds - And help clear up things, such as:
-
What are Bonds?
-
How do they work?
-
What do they signify?
-
Do they belong in your portfolio?
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#Bonds #InvestmentTips #StockMarket
We are hearing lots about inflation in the news, it’s one of the most important economic concepts, but it can be difficult to understand.
In this episode I’ll talk about:
-
What Inflation is?
-
How inflation can impact your portfolio?
-
What it means for our economy?
And much 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#InflationExplained #InvestmentTips #InflationCanada
Listen to this interview with Eric Nuttall, who is a Partner and Senior Portfolio Manager with Ninepoint Partners LP. Eric's views are frequently sought after by the Business News Network (BNN), The Globe and Mail, the National Post, the Calgary Herald, CNBC, and the Wall Street Journal.
Listen to this episode to know his views on the "Oil and Gas" sector.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#EricNuttall #InvestmentTips #StockMarket
When owning and operating a business there are many reasons why you might want to set up a holding company.
It can be a great way to add an extra layer of protection.
In this podcast, I’ll explain and go through the top 5 reasons to have a holding company.
I’ll break it down for you and help you decide what’s best for your business.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/ #HoldingCompany #InvestmentTips #OperatingCompany
In economics, Stagflation or recession-inflation is a situation in which the inflation rate is high, the economic growth rate slows, and unemployment remains steadily high. In this video, I break down the basics of stagflation and try to clear up some of the confusion around it. 📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/ #Stagflation #InvestmentTips #StockMarket
Listen to this podcast to know what exactly is a Non Registered Account!! I go through all the pros and cons of this type of account as well as how it can fit into your personal situation.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
#NonRegisteredAccount #StockInvesting #PortfolioManager
The market has been volatile recently, so we wanted to make sure you had the most up-to-date information. 📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
@bnnbloomberg #WealthGenerators #CanadianInvesting #bnnbloomberg
Episode #7 of The Boardroom - Buying and selling real estate is a complicated process. There are many different options for what to buy, and the question of whether to buy private or public can be confusing. In this episode of the boardroom we'll cover the differences between these, and other types of real estate, as well as some considerations you should make when deciding which type to purchase or invest in!
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
What's the difference between a cash dividend and a stock dividend? In this video, I explain the two types of dividends and give examples of each. Stay tuned until the end to see which type of dividend is better for you!
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Asset allocation is one of the most important aspects of investment planning. By diversifying your investments, you can protect yourself from market crashes and downturns. In this podcast, I'll share some tips on how to create an asset allocation that's right for you.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
When the markets seem to be moving downwards, it's more important than ever to know how to protect your investments. In this podcast, we'll discuss what is a bear market and offer tips on how to survive and thrive during these difficult times. #Bearmarket #InvestmentTips 📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Inflation is a natural occurrence in any economy. It's when the prices of goods and services increase over time. While there's no way to completely avoid inflation, there are ways to hedge against it. In this video, we'll explore one of the best methods for doing that: real estate! #AlternativeAssetClasses #BNN
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Investing 100K - https://youtu.be/1hryFt4jEVI
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Everyone's got to start somewhere. And for most people, that means investing your first 250,000 dollars. But when you invest in the wrong things it can be really bad for your future wealth. In this video I share how to invest your money the RIGHT way and not make any of these common mistakes that will cost you tons of money! #Investing250K #InvestingTips
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 How to Invest $50MILLION : https://youtu.be/M10cH_v38NQ
📽 Best Way To Invest $500K : https://youtu.be/e9K1O15-mtw
📽 Investing $10MILLION : https://youtu.be/-7E-rorTuoY
🎬Watch our latest video on the CPP and retirement planning tips: https://youtu.be/DzfI3k0dwTU
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Investing your first $100,000 is a daunting task. So many decisions to make. I've put together this video with my sister and business partner for you with some tips on how to invest wisely and avoid common mistakes that people new to investing often make. #Investing100K #Investing101
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 How to Invest $50MILLION : https://youtu.be/M10cH_v38NQ
📽 Best Way To Invest $500K : https://youtu.be/e9K1O15-mtw
📽 Investing $10MILLION : https://youtu.be/-7E-rorTuoY
🎬Watch our latest video on the CPP and retirement planning tips: https://youtu.be/DzfI3k0dwTU
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Retirement planning is a complicated and important decision. In this video, we'll explore 3 mistakes that often happen in retirement planning and how to avoid them. #RetirementPlanning
📞 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 👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Tips to build good credit : https://youtu.be/1hLvE7A355I
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
🎬Watch our latest video on the CPP and retirement planning tips: https://youtu.be/DzfI3k0dwTU
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Many people are wondering why the price of everyday products is on the rise, and what causes inflation. In this video I discuss how inflation is an ever-present force in our lives that affects everything from food to Christmas trees.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Episode 3 of the Boardroom with Vincenzo Guzzo - https://youtu.be/O3utpwYWxCk
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
🎬Watch our latest video on Cryptocurrency investing: https://youtu.be/DyzVqGtu6tE
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
In this video, you will learn the 9 most important questions to ask any financial advisor when considering your next wealth management & investment professional.
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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on why having a financial planner is important: https://youtu.be/X2QlZ_DXpSU
. 📽 Watch our video on how to invest 2million dollars : https://youtu.be/UcgBLNv7j0U
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Are you a lawyer? In this podcast I explain the different money managing and tax planning options you might have as a lawyer.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch the full video here: https://youtu.be/szdFDMqJa6A
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
🎬Watch our latest video on Cryptocurrency investing: https://youtu.be/DyzVqGtu6tE
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
If you have $50million 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.
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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on why having a financial planner is important: https://youtu.be/X2QlZ_DXpSU
📽 Watch our other video on Investing 10 Million Dollars: https://youtu.be/-7E-rorTuoY
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Have you recently inherited a large some of money and have no clue what to do with it? You will be faced with many decisions and questions.
Find out how to deal with it in this video. 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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on inheritance tax: https://youtu.be/uB7tWuP7Ri4
📽 Watch our other video on Inherited Property: https://youtu.be/U79SMUUWsMU
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
RESPs for your grandkids? Should you have one? There's a whole bunch of options when it comes to this. there are pros and cons.
📽 Watch our other video on how the RESP works: https://youtu.be/e033Qd2Nx3Q
📽 Watch our video on the RESP rules, contribution limits and grants: https://youtu.be/AFNHAnD6R9c
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Jon Bishop has been a leading real estate professional for a long time. He now serves as president of CDNGLOBAL - a privately held Canadian commercial real estate firm. Jon and Rob dig deep into the world of real estate and how you can include real estate into your portfolio. #commercialrealestate #canadianrealestate
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Episode 1 of the Boardroom with Raj Lala - https://youtu.be/EJ9bbi4q4YM
📽 Episode 2 of the Boardroom with Michael Hainsworth - https://youtu.be/6CGk7oxwucY
📽 Episode 3 of the Boardroom with Vincenzo Guzzo - https://youtu.be/O3utpwYWxCk
📽Episode 4 of the boardroom with Johnson Joseph - https://youtu.be/JPSt9JTBv2M
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
🎬Watch our latest video on Cryptocurrency investing: https://youtu.be/DyzVqGtu6tE
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Do you have good credit? How do you find out? How can you improve your score? Having a good credit can drastically simplify your life if you're looking to purchase a house, rent a house or even purchase a vehicle. Learn all about Canada's credit score system in this podcast. #CreditScore #GoodCreditBadCredit
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 TFSA vs. the RRSP - https://youtu.be/4k0M3XB448o
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
🎬Watch our latest video on Cryptocurrency investing: https://youtu.be/DyzVqGtu6tE
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
The Boardroom with Michael Hainsworth, Michael has spent over 30 years in journalism and 20 in financial news. He's had some crazy moments through his time on the airwaves, but he always knows just how to tell it best! Find out what he's been up to these days - you won't want to miss this one.
📽 For the full youtube video: https://youtu.be/6CGk7oxwucY
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Episode 1 of the Boardroom with Raj Lala - https://youtu.be/EJ9bbi4q4YM
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
🎬Watch our latest video on Cryptocurrency investing: https://youtu.be/DyzVqGtu6tE
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Episode 3 of the boardroom with Vincenzo Guzzo, philanthropist, entrepreneur, and dragon on CBC's Dragon's Den - Being in business during a pandemic was not easy for many people let alone the movie industry. Find out how Vincenzo weathered the storm and stayed active.
📞 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
👉 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Episode 1 of the Boardroom with Raj Lala - https://youtu.be/EJ9bbi4q4YM
📽 Episode 2 of the Boardroom with Michael Hainsworth - https://youtu.be/6CGk7oxwucY
📽 RRSP investment options - https://youtu.be/668roF4210c
📽 RRSP vs. RRIF - https://youtu.be/kNH9ftDfAJM
🎬Watch our latest video on Cryptocurrency investing: https://youtu.be/DyzVqGtu6tE
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Johnson Joseph, MBA. CEO, Peak Fintech Group
Mr. Joseph has been the President and CEO of Peak Positioning since 2011. During that time he helped successfully guide the company through a number of challenging periods by being able to adapt and adjust the company’s business model to changing and difficult market conditions. Most notably, he led the company’s transition from being a software development company to an asset management company, and from a focus on ecommerce to the Chinese Fintech and financial services sectors. His vision of giving Canadian investors a well-managed and trustworthy vehicle to participate in some of China’s most promising tech sector opportunities is now the driving force behind Peak’s operations. Prior to becoming Peak’s CEO, Mr. Joseph spent 8 years in the financial services industry as an advisor with Investors Group, one of Canada’s largest mutual fund and asset management companies. Mr. Joseph holds an MBA in Information Technology from HEC Montreal (formerly École des hautes études commerciales) and a Bachelor’s degree in Finance from Texas Tech University.
- https://peakfintechgroup.com/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/
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Technology is changing our lives. It's giving us the ability to do things we never thought possible, like controlling devices with just a wave of your hand or even going to school for free online. But it's also raising ethical and moral questions about what technology should be used for and how much control humans should have over its use. In this video I talk with the CEO of Peak Fintech Group about how they use analytics and AI.
📞 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/
📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes - Today's stock market and business news
-
What stocks are making headlines today?
-
What does the Canadian dollar look like?
-
What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
Guest Interview with Sanjil Shah, managing partner of Alignvest student housing
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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on Work From Home Tax Deductions: https://youtu.be/9q66RIJpJ1I
Rob and Sanjil discuss topics such as:
(a) The impact that covid19 has had on universities
(b) Covid19 and it's impact on student housing
(c) The future and outlook of student housing
📽 Watch our interview with podcast mogul John Lee Dumas: https://youtu.be/sruhmcnlz1A
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Special Purpose Acquisition Company - What are they, what do they mean and how can they be beneficial to me and my financial situation.
"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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch my BNN appearance about SPACs: https://youtu.be/EiM44bTbghE
SPACs Are taking the world by storm and are very popular among todays investors...here's why:
-
A company with no commercial operations
-
strictly there to raise capital, done through an IPO, with the sole purpose of acquiring an existing company
-
a SPAC has 2 years to complete the deal otherwise money will be returned to the investors.
-
A SPAC is effectively a blank check company - used to acquire a private company
-
It's a way for anyone to get into the private equity market.
-
typically this type of deal was reserved for the wealthy.
-
SPACs are now dealing with a much wider range of companies.
"📽 Watch our video on hiring an advisor: https://youtu.be/5Prbynb58Pc
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/"
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
FREE Consultation: https://robtetrault.com/speak-to-rob/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
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/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
Speak to Rob: https://robtetrault.com/speak-to-rob/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
FREE Consultation call: https://robtetrault.com/speak-to-rob/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB
For Your FREE Consultation: https://robtetrault.com/speak-to-rob/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
FREE call : https://robtetrault.com/speak-to-rob/
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
Over the past few months the performance of heavily short/distressed companies' stock prices have surged.
More recently we have seen stocks with high short interest, such as GameStop and AMC Theatres, become the target of coordinated short squeezes via stock and option purchases supposedly by retail day traders on Reddit.
Join Claude and I as we analyze the latest news and market updates.
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
-What does the Canadian dollar look like?
-What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
For Your FREE Consultation with Rob: https://robtetrault.com/speak-to-rob/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
- What does the Canadian dollar look like?
- What are today's oil and gold prices
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/
Rob Tétrault, Portfolio Manager from Canaccord Genuity Wealth Management at the Tetrault Wealth Advisory Group
Tune in for your daily stock market update in 3 minutes
- Today's stock market and business news
- What stocks are making headlines today?
-What does the Canadian dollar look like?
-What are today's oil and gold prices
Every morning LIVE from sunny Winnipeg, MB.
Tune in for your daily stock market update in 3 minutes
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
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
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
Tune in for your daily stock market update in 3 minutes
-Let’s start with the big three reporting earnings: Apple, Facebook and Tesla
-MasterCard and McDonald’s also report earnings
-Let’s check in on the short squeeze latest victim: Bed Bath Beyond
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
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
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
Tune in for your daily stock market update in 3 minutes
-
Markets appear ready to take a small step back this morning, what’s driving them lower?
-
Microsoft reported earnings, how was the quarter?
-
AMC, Starbucks
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
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/
Tune in for your daily stock market update in 3 minutes
Here are the six companies that we cover in today's update:
-American Express
-General Electric
-johnson & johnson
-Verizon
-Polaris
-Nokia
See our disclaimer here: https://youtu.be/kqF1iK0qAOk
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
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
Tune in for your daily stock market update in 3 minutes
-
what are you watching for this week?
Earnings season, Canada GDP Friday -
game stop stock has been trading oddly lately, can you fill us in?
Online traders irrationally buying up the stock, short squeeze -
Merck and Blackberry
See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk/edit
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
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
Tune in for your daily stock market update in 3 minutes
fresh year fresh TFSA contribution room. First off what is the TFSA?
-investment account for each Canadian adult -all investment gains are tax free -can hold stocks, bonds, GICs, mutual funds
-What are the rules for contributing?
-every year contribution room is accumulated -6k in 2021 (that number is indexed for inflation) -adult born before 2001 has accumulated $75,500 contribution room -unlike RRSP, no tax deduction when contributing
-what are the rules for withdrawal?
See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk/edit
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
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
Tune in for your daily stock market update in 3 minutes
- North American stocks set to add to their soaring numbers this morning?
Inauguration, jobless claims, earnings - The first Bank of Canada policy decision of the year released yesterday, what were the headlines?
- United Airlines & Paypal
See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk/edit
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/
Tune in for your daily stock market update in 3 minutes
-
With Biden set to be inaugurated today, what are some of main investment themes Canadians need to watch?
-
Earnings continue to be strong, Netflix and Morgan Stanley reported, how were they?
-
Ali Baba & Proctor and Gamble
See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk/edit
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/
Tune in for your daily stock market update in 3 minutes
- Markets appear poised for a lift this morning, what’s moving the market?
(Strong US bank earnings, Goldman Sachs and Bank of America) - Janet Yellen set to speak today, why is that significant?
- Other stocks (American express and Boeing)
See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk/edit
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/
Daily stock market update in 3 minutes
-Bank of Canada set to announce their first policy decision of the year on Wednesday
-China GDP growth numbers announced, how were they?
-cryptocurrency has been on the move lately, what’s the latest?
See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk/edit
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/
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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
Today we're going to be talking about the first time home buyers incentive - a new program for Canadian's that's different from the first time home buyers plan. Is this plan for you? It's essentially a partnership with the government in the purchase of your first home.
1) who can qualify?
2) Is this program for me ? is it in my best interest ?
3) How do I qualify?
4) how much can I get and how does the loan repayment work?
5) Am I a first time home buyer?
📽 Watch our other video on How to Retire Early with a Sound Retirement Income Plan: https://youtu.be/niDS2iZfB0s
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
LIVE from January 11th 2021 - answering questions and diving into what happened in the world of finance in 2020 and what we think will happen in 2021 and the coming months.
Daily stock market update in 3 minutes
- What is short selling?
- What are the risks of Short selling?
- What do the viewers need to know?
See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk/edit
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/
Daily stock market update in 3 minutes
See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk/edit
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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
Today we're going to be talking about the Canadian Pension Plan and when to take it and when to defer it.
1) Benefits of early withdrawal
2) Benefits of CPP deferral
3) Maximum benefits
4) how much can I get?
5) Planning on the income. - should I defer ? do I have the cashflow?
Do I need the money now? am I financially sound?
📽 Watch our other video on How to Retire Early with a Sound Retirement Income Plan: https://youtu.be/niDS2iZfB0s
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
Today we're going to be talking about old age security and what you might not know about your withdrawal options.
1) Benefits of early withdrawal
2) Benefits of OAS deferral
3) OAS Claw back and recovery tax
4) how much can I get?
5) Planning on the income
📽 Watch our other video on How to Retire Early with a Sound Retirement Income Plan: https://youtu.be/niDS2iZfB0s
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk/edit
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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
Today we're diving deep into the new Canada Emergency Rent Subsidy and all about:
1) Qualification
a) CRA business number on or before sept 27 2020
b) Have a payroll account march 15th 2020
c) purchased a business
2) Eligibility
a) Be an eligible business
b) Need to have experienced a drop in revenue (no minimum)
c) Have eligible expenses - qualifying property
3) Qualifying property
a) real property in Canada that your business owns or rents that you use in the course of ordinary business
4) What are the benefits
a) $75,000 per business location at a max of $300,000 for all locations
NO TOP UP LIMIT
with certain conditions
b)The money is paid to a third party (not your kids or family)
c) The money is paid with respect to the claim period
d) The money is paid under an agreement that existed BEFORE October 9th 2020
5) Qualifying Periods
Claim period 1: September 27 to October 24, 2020 New
Claim period 2: October 25 to November 21, 2020
Claim period 3: November 22 to December 19, 2020
📽 Watch our other video on How to Retire Early with a Sound Retirement Income Plan: https://youtu.be/niDS2iZfB0s
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
See our disclaimer here: https://studio.youtube.com/video/kqF1iK0qAOk/edit
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
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on Estate Planning for Retirees: https://youtu.be/w9-snjUxPZM
Today we're diving deep into the qualifying periods of the CERB:
You have effectively 12 weeks to complete an application:
Claim period 1: September 27 to October 24, 2020 New
Claim period 2: October 25 to November 21, 2020
Claim period 3: November 22 to December 19, 2020
📽 Watch our other video on How to Retire Early with a Sound Retirement Income Plan: https://youtu.be/niDS2iZfB0s
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Today we're diving deep into the new Canada Emergency Rent Subsidy and all about:
1) Qualification
a) CRA business number on or before sept 27 2020
b) Have a payroll account march 15th 2020
c) purchased a business
2) Eligibility
a) Be an eligible business
b) Need to have experienced a drop in revenue (no minimum)
c) Have eligible expenses - qualifying property
3) Qualifying property
a) real property in Canada that your business owns or rents that you use in the course of ordinary business
4) What are the benefits
a) $75,000 per business location at a max of $300,000 for all locations
NO TOP UP LIMIT
with certain conditions
b)The money is paid to a third party (not your kids or family)
c) The money is paid with respect to the claim period
d) The money is paid under an agreement that existed BEFORE October 9th 2020
5) Qualifying Periods
Claim period 1: September 27 to October 24, 2020 New
Claim period 2: October 25 to November 21, 2020
Claim period 3: November 22 to December 19, 2020
LIVE from Thursday November 26th at 8pm Central Time for a special Q&A. Lots of news and updates lately, so let's chat about them and clarify a few things. Got Questions? I Got Answers! Answering your most pressing questions on investing, stock market, financial planning & wealth management. Looking forward to seeing you on the LIVE.
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 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
Have you thought about investing in gaming companies?
The gaming industry has seen tremendous growth. The number of online gamers has skyrocketed during this pandemic and investors are starting to take notice.
Today's guest on the show is Raj Lala, President and CEO of Evolve ETFs. He's coming on the show to chat more about the investment opportunities in the gaming niche.
Prior to founding Evolve ETFs, Raj served as Head of WisdomTree Canada – a division of WisdomTree Investments Inc., one of the world’s largest ETF issuers.
Before this, Raj was Executive Vice President and Head of Retail Markets for Fiera Capital Corporation. He co-founded and served as President and CEO of Propel Capital Corporation (which was acquired by Fiera Capital Corporation in 2014).
Raj has been a featured guest on numerous media outlets such as BNN Bloomberg, Financial Post, and 680 News.
As part of the Wealth Professional Hot List 2018, 2019 and 2020, he has been named as one of the top 50 professionals who have had the greatest impact on the Canadian investment landscape for three consecutive years.
Join Raj and me today on The Tetrault Show - Monday Nov 16th at 4pm EST LIVE on all your favorite social media platforms.
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
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 Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
📽 Watch our other video on How To Prepare Selling Your Business: https://youtu.be/0DuTuvN398c
Family Business Succession Planning Model
1) Communication
- Most of the time, Fair is not Equal when it comes to splitting the assets. - Discuss with family to see if there's any interest in taking over the business. - Plan in advance, have those conversations. - Don't surprise some of your children, keep them all in the loop of the business succession.
2) Tax Efficiency
- Is there a potential to qualify for the capital gains exemption? - Should we set up a Family Trust - Should we be doing an Estate Freeze along the way? - Does the business have enough cashflow to support the next generation?
3) Alternatives - Are you staying on for a couple years after the sale to ensure smooth transition? - Are you doing an asset sale? - What class of shares does your business have? - Is it a vendor take-back loan? - Make sure all your finance professional are speaking to each other (lawyer, account, financial advisor)
📽 Watch our other video on Starting a Tech Business: https://youtu.be/_t6vFAceRCI
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
The ABCs Of Financial Freedom With Tiffany Thomas On The Tetrault Show.
Tiffany Thomas financially empowers individuals through her wealth building strategies and investing principles.
She has successfully created a 7-figure investment portfolio through the stock market and real estate, achieved financial freedom at age 38 and became a millionaire at age 40.
Her mission lies in empowering individuals with confidence and clarity to build their own wealth to become financially free at a young age.
📽 Watch our other video on What To Do Before You Sell Your Business In Canada: https://youtu.be/2eUgTP9Sj9Q
How To Prepare Selling Your Business
1) Get Your Ducks Lined Up In A Row AHEAD Of Time. Start Early On The Planning
2) Emotional Attachment and Financial Expectation - Are you emotionally ready as a business owner? - How do you want to deal with the sales proceeds? - How are you going to replace your income once you've sold the business?
3) Business Evaluation - Depends on type of business - Multiples differ from industry to industry - Have a professional help you
4) Do The Math - What's A Fair Multiple Of Earnings For Your Company? - Assets - Real Estate - Brand Value - Cash Flow
5) Expectations of Private Company vs Public Company
6) Tax Implications - Take advantage of your business - Small Business Capital Gains Exemption - Tax exempt opportunities - Asset sale vs share sale - Purifying the corporation / purifying the books - What does your business own? Brand, Assets, Trademarks, Real Estate, etc.
7) Will you stay on board for a period of time to insure smooth transition?
📽 Watch our other video on Dividends vs Salary: https://youtu.be/W1hov_bYzLw
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Our guest today on The Tetrault Show is Kris Putnam-Walkerly.
Kris is a trusted advisor to the world’s leading philanthropists.
For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact.
As President of the Putnam Consulting Group, a philanthropy advisor, speaker, and award-winning author, she’s helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts.
Additionally, Kris works closely with estate planning attorneys, financial and wealth advisors, and family offices to serve wealthy families who wish to deepen their philanthropic commitments.
Kris has been named one of America’s Top 25 Philanthropy Speakers for the past three years running.
She is the author of the book, Delusional Altruism: Why Philanthropists Fail to Achieve Change and What They Can Do To Transform Giving (Wiley, 2020) and Confident Giving: Sage Advice for Funders, and is a Forbes.com contributor on philanthropy.
Ian is a Blockchain Entrepreneur and Investor. He has built three-million-dollar businesses from the ground up, and appeared in The Wall Street Journal, Forbes, CNBC, Huffington Post, The Street, INC and Entrepreneur Magazine for his work in analytics, cryptocurrencies, and entrepreneurship.
A former Analytics Evangelist at IBM, Ian has brought a data-driven, “money-ball” approach to investing in blockchain startups, called “Token Metrics”.
Ian is the Founder and CEO of Token Metrics, a data-driven investment research platform for crypto that helps investors leverage analytics and machine learning to become better investors.
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 Masterclass - https://bit.ly/2THZzNj
Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB
For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/
Our guest is Denzel Rodriguez, a 24-year-old entrepreneur born and raised in Queens New York by a single mother.
From a young age, he felt compelled to learn about finances. His first client was his mom and now he is The Finance Geek.
He specializes in helping moms become debt-free, increase cash flow, build credit, and establish Kingdoms that will last forever.
Currently, he is helping over 1000+ families across the United States and abroad master their finances by using Velocity banking.
Keith is the Chief Executive Officer and President of Savantis.
In this role, he oversees all key aspects of operations across the IT Staffing, SAP Consulting Services, and Industry Solutions business units.
Keith joins Savantis following his successful role as CEO of SocketLabs, an industry leader in high-volume email infrastructure, where he quickly built his leadership team, onboarded an enterprise sales organization, and helped establish double-digit YoY revenue growth in his first year.
Armin Martens, CEO of Artis REIT is our guest TODAY on The Tetrault Show.
Armin is the founding Chief Executive Officer of Artis REIT, a position he has held since 2005.
Armin is a past director of Fortress Paper Ltd. (TSX:FTP), as well as the Bank of Canada, Canada’s central bank. Artis REIT is a diversified real estate investment trust focused on creating value for Unitholders through the ownership and active management of quality commercial properties.
Tania is a CFA and Vice President of Equity Research in Healthcare here at Canaccord Genuity - Global Capital Markets.
With healthcare systems around the world undergoing a massive transformation post-Covid, this is an episode you won't want to miss!
Jessica is an Accredited Financial Consellor Canada®, a millennial money expert, speaker, award-winning personal finance blogger and she's the host of the Mo' Money Podcast.
Aside from being a regular guest on CTV's Mind the Gap, she is also frequently featured in The Globe and Mail, CBC News, Yahoo Finance, and more.
Jessica is also the founder of the Millennial Money Meetup®
You can check out Jessica's YouTube channel here: https://www.youtube.com/c/jessicamoorhouse1
For more info on myself and the team: https://robtetrault.com/about/
Robert Young has covered the Canadian technology sector since 2008 and joined Canaccord Genuity as part of the integration of Genuity Capital Markets in 2010.
Awards include Starmine’s No. 1 stock picker in Canadian IT Equipment. Previously, Robert worked as a technology strategy consultant with IBM and as a systems engineer for Nortel Networks.
On this episode of The Tétrault Show, we chatted with Canadian Equity Research Analyst - Derek Dley.
LIVE from Monday July 27th 2020 on The Tétrault Show
Bruce is a Digital Innovator Finding & Investing in The Next Canadian Wave. He's currently Managing Partner at Round13 Capital and is the co-host of the show ''The Disruptors'' on BNN Bloomberg. You might also recognize Bruce from his days as a Dragon/Investor on CBC's Dragons' Den.
He made his mark as a digital pioneer by co-founding Lavalife and revolutionizing how people connect.
Today's guest on The Tetrault Show is Scott Chan, MBA, CFA, Analyst from Canaccord Genuity Corp.
He's going to share with us his view on Financials for the short and long-term.
Also share with us great research into Canadian and American banks.
Tune in for a tax update with Julien Grenier from Talbot & Associates.
There have been a lot of moving parts concerning your personal and business taxes since mid-March 2020.
Check this podcast out to stay up to date with the latest tax changes the federal government has implemented.
It's been a positive week in the markets to end June and start off July.
Now that several people are officially in vacation mode and taking some time off, what should we expect to happen in the stock market these next two months?
We will be discussing all of this with Martin Roberge, Managing Director of the North American Portfolio Strategy Team here at Canaccord Genuity.
Today's guest on The Tetrault Show is Javed Mirza, CFA, CMT, MBA, Quantitative/Technical Analyst | Research from Canaccord Genuity Corp.
Back by popular demand, Javed will be sharing his technical stock market analysis and provide us with an update on his market outlook for the rest of 2020.
Javed is one of the best in his field. He's a true expert when it comes to quantitative & technical analysis. He's going to share with us his technical market analysis and future outlook.
This episode was recorded LIVE on June 8th 2020
Luciano D'Iorio - Managing Director at Cushman & Wakefield's Québec Operations
We chat about the following: o Reshaping office space as the pandemic retreats. o Tenant lease options. o The future of “office centricity”. o Six workplace readiness essentials. o The overall impact of Covid-19 on commercial, corporate, and industrial real estate. o Much more
2020 Investment Update
I'll be covering GDP numbers and the extremely important & confusing bank earnings plus much more.
Vince Guzzo is a movie industry titan based in Montreal, where he lives with his wife and five children.
The brash businessman recently became a central Canadian media figure as the newest Dragon on CBC’s Dragons’ Den. His eccentric style and quirky demeanor have made the popular show must-watch television in its 13th season.
When he’s not moonlighting as a Dragon, Guzzo is the formidable President and CEO of Guzzo Cinemas, Quebec’s largest chain of independent movie theatres.
We're super excited to have Michael M. Ziesmann, Partner of MLT Aikins on the show today to chat about business tax law & tax planning opportunities that this climate presents.
We'll touch on estate re-freezes, prescribed rate loans, stop-loss planning and much more. Michael will be able to answer all your pressing tax questions and concerns.
If you're a business owner, you won't want to miss this one!
Bold Commerce CEO - Yvan Boisjoli & CBO - Stefan Maynard are our next guests on The Tetrault Show
They are going to share the latest news & insights on E-commerce and their extremely successful online business story. Both co-founders have bootstrapped this incredible company with the help of 2 other co-founders. They have earned the reputation of being one of the Top E-commerce Businesses around the world and have done so in a very short period of time
I'm really excited to have Dr. Steven Theriault, BSc, MSc, PhD - Chief Executive Officer / Chief Science Officer of Cytophage (www.cytophage.com) as Monday's guest on The Tetrault Show.
He's going to share his thoughts on the current pandemic and where we as a society, need to go from here. Dr. Theriault will also explain to us what is bacteriophage and why we should learn more about it.
They've made an incredible scientific advancement at Cytophage and I can't wait to share it with you on the show.
Javed is a Quantitative/Technical Analyst | Research from Canaccord Genuity Corp.
He'll share with us how to look at the stock market from a technical perspective. Javed will also explain what the data is telling us as investors.
We'll chat about currencies, market cycles and much more. This episode is very informative and could be useful for many investors.
Live on May 4th 2020 - 1st Quarter Earnings Reports Phase 1 for some provinces are now underway and in effect.
I'm optimistic and hopeful about the beginning of our new "normal". I have no doubt in my mind that society & the economy will move forward & onward as we face new challenges during the re-opening phases nation wide.
Many 1st quarter earnings reports have came out lately. Unfortunately, Q1 earnings reports won't look like they usually do or what we previously forecasted pre-Covid-19.
Recorded Live on April 30th 2020 on The Tetrault Show We've seen companies report their earnings these past couple of days.
Naturally, some came out on top and others missed their targets. We chat further on that topic on the show with my father Claude.
We analyzed and recapped the first 4 months of 2020 and discussed the outlook for the next 8 months. Claude and I also talked about the latest news in the stock market, housing market, interest rates and much more.
Recorded LIVE Monday April 27th at 3pm CST
Dr. Karen Fowler, DrPH is a Professor in the division of Pediatric Infectious Diseases at the University of Alabama at Birmingham. Dr. Fowler will be able to shed light and share her analysis on the infectious disease that has spread worldwide. She'll be able to answer your pressing questions that you have about Covid-19.
We'll chat about the effect the coronavirus has had on the global economy, compare this with past outbreaks and much more.
Join us LIVE on Thursday April 23rd at 3pm CST.
Claude, Adam and I will be discussing the unprecedented insurance opportunity in 2020, the historic moment with the price of oil futures collapsing this week, current global events & the latest on the world economy.
[LIVE April 20th] - Health & Wealth with Tania Tetrault Vrga
"What's wealth without health?"
Tania Tetrault Vrga, CEO of North Star Fitness is our guest. With over 12 years experience in the fitness industry, Tania is the founder and CEO of North Star Fitness, Home of CrossFit Winnipeg. Inc and Agatsu Winnipeg. Tania is a speaker, writer, mental health advocate, and proud mom to 4-year-old Marius.
Got a question for Rob? www.speaktorob.com
5x PGA Tour Winner Marc Leishman joined us LIVE Thursday April 16th at 4pm EST.
Marc and Rob chat about the Begin Again Foundations (www.beginagainfoundation.com), the current halt on the PGA Tour, Leishman Lager and memories from the 2017 President's Cup at Liberty National
This episode was recorded LIVE on April 13th 2020. Michael is an independent financial commentator and the host of the C.D. Howe Institute Podcast.
The Canadian broadcaster and journalist is one of the best in the biz. Michael Hainsworth was a household name on BNN and I've had the pleasure to speak with him on set many times throughout the years. The tables have turned and it's now my time to ask the questions.
Rob and Martin chat about recent market headlines and events LIVE on Thursday April 9th 2020 at 4pm EST. Martin is Managing Director of the North American Portfolio Strategy team.
He serves as Portfolio Strategist and Quantitative Analyst here at Canaccord Genuity. He is responsible for providing tactical asset mix and sector rotation research and recommendations to the firm’s retail and institutional clients. Previously, he held similar roles at Dundee Securities and National Bank Financial.
This episode was recorded LIVE on Monday April 6th 2020 at 4pm EST. See disclaimer below.
• Recapping the major headlines
• Talking job numbers
• Long-term strategy
• Currency
• Oil
• Much More See Disclaimer below:
The views expressed in this commentary are the views of Rob Tetrault and are subject to change based on market and other conditions. Please consult with a tax specialist for further information and to help you determine if these strategies are suitable for you.
There’s been a lot of news and updates in regards to tax deadlines & Canada's economic response plan to the Covid-19 outbreak. Julien Grenier is a CPA & CGA from Talbot & Associates and joined us on the LIVE show.
• Market update
• 75% wage subsidy for employers
• Review of CERB and EI
• Tax Deadlines, what's been extended?
• Much More If you have any questions or would like to book a FREE consultation with Rob, simply fill out the form on www.speaktorob.com
This was recorded LIVE at 4pm EST / 3pm CST on Monday March 30th 2020 with a very special guest. He's a Certified Financial Planner & Mortgage Specialist. You might have already seen him on previous Tetrault Wealth Advisory Group YouTube videos.
Adam Buss is our Wealth & Estate Planning Specialist here at the Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He also happens to be a mortgage expert and naturally, he provided some guidance and helpful resources on mortgage options.
Rob gives a current investment update on March 26th 2020. Markets rebound in the previous two tradings days, but will the market tests their lows or will they stay in the green in the next coming days? Watch the clip to see what Rob has to say.
Donating Securities In Kind
Hey guys, today we're talking about donating securities in kind, how to do it, why you would want to do it, and how extremely tax efficient it can be to donate to your favorite charity. I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. And I am excited to talk to you guys about this today.
Margin Account VS Cash Account
Hey guys, today we're talking about the difference between a margin account and a cash account and I mean who doesn't like margins and who doesn't like cash? Am I right? I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management.
Our view about proper wealth management, a holistic view of wealth management is that there's much more in managing someone's wealth than simply picking stocks. So specifically today we're going to talk about two different parts, two different avenues to holistic wealth management. The first one you would agree Adam, is the stuff that I do. Which is the investment management. So that's my passion. That's why I went to school. That's the day to day stuff. So we're talking about asset allocation.
The Holy Grail of reducing your volatility in your portfolio. I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. And I am pumped today to be talking to you about diversified investments.
True diversification in my mind, is a movement in prices of your asset classes that are traditionally either uncorrelated or reversely correlated. Historically, back in the old days, what that meant was effectively three asset classes.
Investing 101
Rob dives into the types of accounts. And what they offer. Also, the types of investments and the risks and benefits that come with them. We also look at the product types of certain investments.
Rob also looks at the planning aspect of investing and the options that you may want to look at if your planning for retirement or planning to purchase your first house.
If you have any other questions, please go to https://robtetrault.com/speak-to-rob/
You should use a Henson Trust when, let's say a parent has a disabled child they want to leave money to, but that person's maybe not able to manage their own financial affairs or they're worried that a lump sum of cash might take away that person's disability benefits that they're getting from the government. A Henson Trust is a fully discretionary trust. the parents still need to name a trustee. Now this would be a trust that originates from a will. It would be a testamentary trust.
The RDSP is a savings plan to basically save for the financial future. For somebody who has a qualified disability, it's a plan the government throws a pile of free money towards. So comparable to the RRSP and the RESP, because we love acronyms, we're going to throw all those out. But basically, the contributions that you make towards this plan are not tax deductible. For example, you put $1,000 in, you don't get a tax receipt, unlike the RRSP’s case. It's a bit like the RESP in that way.
The Disability Tax Credit
Rob:
Hey folks! Today, Adam and I are chatting about the DTC, the Disability Tax Credit. I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. I should introduce my guest here today. Thrilled to have Adam Buss, Wealth and Estate Planning Specialist here at Canaccord Genuity Wealth Management. Adam, thanks for being here. The disability tax credit, how does it apply and what is it exactly?
Hey folks. Today we're talking about donor advised funds. If you're thinking about making charitable donations or aspirations to leave some money, this might be for you. I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. I have with me none other than Adam Buss - Wealth and Estate Planning Specialist here at Canaccord Genuity Wealth Management. Ok, lets talk about donor advised funds.
I built my business around custom holistic wealth advice. there's kind of two parts. One is the actual portfolio management. That is me, my passion building portfolios, what I studied my whole life to do, Portfolio theory. Risk adjusted returns. And actually it's, it's the custom-ness of the advice piece, holistic wealth advice, are we saving for the kids? Or, the retirement fund? What are we doing with respect to your personal situation? And it becomes a custom piece of wealth advice.
You've spent your lifetime building a lot of wealth, you know who's going to get that wealth when you pass away. Legacy planning is an important part of the overall estate planning that we do for clients. Some people don't care if they leave any money to anybody in particular. And there's certainly no right or wrong answer. Do they want to have charitable aspirations? all those different things that we kind of want to factor in for a clients situation.
The Tetrault Wealth Advisory from Canaccord Genuity Wealth Management hosted Winnipeg's Exclusive Real Estate Investment Conference covering 3 alternative real estate investing strategies for your investment portfolio.
Panel included 3 CEOs: two of listed real estate companies on the TSX (Toronto Stock Exchange) and one from a boutique private equity firm:
1) Cam Goodnough (Timbercreek Financial - TF.TO)
2) Armin Martens (Artis REIT - AX-UN.TO)
3) Cameron Hurst (Equium Capital)
In this episode of the Rob Tetrault show Rob and Adam discuss the new passive income rules.
Adam and Rob explain what passive income is, and how the new rules can affect your taxes.
In this episode of the Rob Tetrault show we dive into the world of day trading and playing the bid and ask game.
A Bid is what i’m willing to pay for a specific share, debenture, or a bond. An ask is what i’m willing to receive when selling my shares. The distance between the two would be the spread, in other words the bid ask spread. As soon as the spread is at zero meaning that the bid and the ask are at the same number, that's a trade.
For the full 1 hour episode of The Street on BNN Bloomberg, click here: https://youtu.be/lIGV3QIaZyo
Rob Tétrault, head of the Tetrault Wealth Advisory Group, Canaccord Genuity, says progress is being made, but a lot of institutions still maintain "ancient" investment policies that prohibit any deviation from a strict bond portfolio.
For the full 1 hour episode of The Street on BNN Bloomberg, click here:
https://youtu.be/lIGV3QIaZyo
Rob Tetrault, senior vice president, portfolio manager, and head of the Tetrault Wealth Advisory Group, Canaccord Genuity, says it's time to de-risk and sell some stocks. He's reducing client exposure to equities, saying valuations are stretched while market risks are moving higher. Tetrault explains who he's positioning the proceeds in bonds and alternative assets.
We must factor in the tax consequences of these investments. Remember the income that's going to be generated by this $10 million, most of it will be paid out to you either personally or through your corporation and that would mean tax.
You need to focus on alternative asset classes as the asset allocation for the ultra-high net worth has changed dramatically.
Investing and trading are two mutually exclusive things. When you are trading not investing because you're simply hoping there that someone is going to pay you a higher price for that share in the near future. Usually, these swing traders or these day traders will typically try to enter and exit the same stock multiple times in the same day.
The concept of liquidity is one that very few people understand and appreciate. A $10 bill is about as liquid as it possibly gets – it’s cash, it’s tender, stuff is purchasable with it; it's fully liquid.
Let's talk about some of these illiquid assets that you have. How liquid is your house? Could you convert it to cash tomorrow morning? Maybe if it's a condo in the right price area you could sell it really quick and convert it to cash. But generally, that would be an illiquid asset.
The word benchmark was originally a surveying term. You put a mark on a bench, next year you come back and you're able to set up your same angles. The word eventually morphed over time and now represents anything that you want to compare yourself to. When it comes to investing, what most people consider a benchmark is an index.
A segregated fund is typically sold by an advisor who's got a mutual fund dealer's license, or perhaps they're only insurance licensed.
It's an insurance product that's been created by the insurance companies, and there's a component of the product, component of the fund that traditionally will guarantee either 75% or 100% of the capital for the investors.
You're most likely looking at the markets every single day. You're studying the charts closely and trying to benefit from the fact that there's volatility in the markets.
You might have a discount brokerage account and you trade the same stock more than one time per day, week or month. This is referred to as day trading or swing trading. These are two commonly referred terms.
Let’s review the tax benefits of real estate investing and how to optimize your real estate investment tax strategies.
You might’ve heard me mention before that I'm a passionate believer that owning real estate makes a lot of sense for most folks with respect to their net worth.
There are so many tax benefits!
You received those investment proceeds. Now the actual settlement that is received is typically going to come in the form of a cash payment. If it's a larger chunk, you're obviously going to want to focus on optimizing your TFSAs, your RRSPs, your RESPs if you have kids and maybe an RDSP, if you have a disabled child.
What is an employee stock option plan?
It’s a plan where a firm will allow employees to buy shares of their company through their payroll, effectively taking some money off every single month off your paycheck, going directly to buy outstanding units of shares.
Generally, a company will float additional units for this purpose. They'll know how many staff are doing this. They will issue shares and then you get to buy them.
Whether we're talking about the stock market or we're talking about private corporations, dividends are ways for corporations to distribute profits to the shareholders and unit holders.
Typically, you'll pay yourself a salary. You might also pay yourself a dividend, and the dividends are traditionally Canadian eligible dividends and those are traditionally very tax efficient.
Paul:
We're back with our guest host, Rob Tetrault. He's head of the Tetrault Wealth Advisory Group at Canaccord Genuity in Winnipeg. He's on a trip to Toronto; we get to talk to him when he comes to Toronto.
You want to talk about real estate investing, and you're not talking about publicly traded REITs – for many Canadian investors, that is what investing in real estate is.
Rob:
Why should you get life insurance? Today I’m chatting with you with none other than our Senior Wealth and Estate Planner, Mr. Adam Buss. First of all, tell me about the different types of life insurance that exist. Obviously, the question today is why should you own life insurance?
Adam:
Well, there's two major types of insurance that we'll kind of cover. There is term insurance and there is permanent insurance and there are a variety of different contracts under each of those.
Rob:
I think you're dead on here. When I speak to clients, it's often they're confused. They'll have the cash or GICs in there in the savings account. We bring it over, we build the portfolio, we'll build their risk tolerance, asset allocation and of that we will take, as you mentioned, the emerging markets or the growth stocks or whatever's going to grow. or we'll take, you know, if we have a high yielding debt instrument that is taxable, that could also potentially go into TFSA.
Rob:
Financial planning; why it makes sense for you, what to make sure you have, and what are the pitfalls to avoid?
I'm here with Adam Buss. He's a CFP wizard with this kind of stuff. Senior Wealth and Estate Planner here at Canaccord Genuity Wealth Management. Adam, thanks for being here.
Adam:
Thanks for having me, Rob.
Rob:
All right. Adam financial plans. Who needs to have a financial plan?
Rob:
Hey guys, today we're talking about the RESP grant, how it works, when it makes sense, how much you can get, what the limits are, and how to take advantage of it.
Adam:
Thanks for having me again.
Rob:
Alright, RESP grants. Adam, first of all, how do they work? What's the basic percentage and what do you get when you make an RESP contribution? Or first of all, what is an RESP?
Rob:
If you're a healthcare provider in Manitoba, this is for you. I'm Rob Tétrault, here with Adam Buss here at Canaccord Genuity Wealth Management. Adam, thanks for coming today.
Adam:
Thanks for having me, Rob.
Rob:
You are the pension expert, so I'm super thrilled to have you here. You've seen a ton of these. We're going to have a good time today talking about these Manitoba health care provider pensions.
All right Adam, first of all – HEB and HEPP. A bit of a tongue twister.
Rob:
Corporate owned life insurance is a neat way to save some taxes inside of your corporation while also protecting any and all risk inside your corporation. I'm Rob Tétrault from robtetrault.com, head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management.
This is Adam Buss. He's a really smart guy and we're thrilled to have him here.
Adam:
Thanks for having me.
Rob:
A bit of a superstar. All right, Adam - corporately owned insurance. Where do we begin?
What is a proper asset allocation?
We've talked about this in another podcast before. Feel free to check it out if you want to understand what your asset allocation should be.
It starts there. It starts with asset allocation.
Rob:
Critical illness and disability insurance can be a very neat way to protect a very significant risk for a lot of Canadians out there. I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. With me today, I have Adam Buss. Thanks for being here today, Adam.
Adam:
Thanks for having me. Rob
Hey guys, I'm Rob Tétrault from robtetrault.com, head of the Tetrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. I am pumped today.
We've got a fantastic guest. Good buddy of mine, Cam Goodnough, CEO of Timbercreek Financial.
I mean we tried to get someone else, but he's good enough for now. That's a joke. We're thrilled to have you here Cam.
This is something that some folks struggle with. You're borrowing to invest.
Are you going to make more in the investment world than you're paying off in your interest?
We advise people on leveraging and whether it is something they should be doing. If it's something you want to talk about, please go to speaktorob.com, and we'll book a free, no obligation consultation call to give you some peace of mind on that topic.
You want to avoid putting the wrong type of investments in an RRSP. You’ll end up paying a fee and you’ll have to pull the money out. There's consequences and taxes on that because CRA doesn't like it.
Let’s look at what you can and can't put in there.
If you received a letter from CRA and you don't know what to do, please go to speaktorob.com, fill out the form. We will schedule a no obligation strategy call to hopefully put your mind at ease.
Canada, unlike the U.S., does not have an inheritance tax. In the U.S., the inheritance tax you’ll end up paying depends on your income and where the beneficiary lives.
In Canada, there could be some estate administrative taxes or some probate fees charged on the estate which affects the bottom line inheritance.
There will be taxes paid on death by the estate, but there are actually no inheritance taxes for the beneficiaries.
Let’s look at what the federal pension tax credit is all about. What kind of tax rate applies?
The government allows you to claim a federal non-refundable tax credit up to 15% of the first $2,000 of pension income.
What does that mean?
Let's break it down.
Are you drawing on your RRSP or perhaps, you're drawing on your RRIF and you have no idea how the withholding tax works?
The RRSP withholding tax to me is a very critical part that people just don't understand.
Withdraw from RRSP
First, let's start with your RRSP. You have been saving, contributing and getting the deduction against your income. Now, for whatever reason you need to withdraw it. You decide to draw on your RRSP.
How does it actually work?
RRSPs versus RRIFs. Most folks don’t know what the acronyms mean. RRSP is registered retirement savings plan and RRIF is registered retirement income fund.
Should you convert your RRSP to a RRIF? If so, when should you do it?
It's not an easy decision folks. I know first-hand people are confused. There's a lot of misinformation out there. This is something we do all the time and something we advise people on all the time.
There are a lot of different fees and misconception out there today around this topic, so hopefully we can educate you a bit and uncover the truth about mutual funds.
If this is something that's top of mind for you, and you're wondering whether you should have mutual funds or not in your portfolio, simply go to speaktorob.com to book a free, no obligation consultation to give you some peace of mind and get you sleeping at night again.
Many people have paid a lot of fines because they didn't follow the rules with respect to what is a qualified investment and we're going to cover what you can and can't put in your TFSA.
If this is something that's on top of mind for you and you're wondering what you can put in your TFSA and you’re not sure exactly how this works, then go to speaktorob.com.
Let’s analyze The CSSB pension, Civil Superannuation Service Board pension, and what it means as you're approaching retirement.
I do a lot of these and this is a quite common request to do a pension analysis and these are not easy.
So if this is something that's on your mind and something you want to look at, please go to speaktorob.com - we'll be happy to schedule a no obligation call with you at your convenience.
How can you determine if your portfolio manager is doing a good enough job with your money? It’s time to learn about time weighted versus money weighted ways of calculating returns. Not an easy concept, but one we're going to delve into today to make sure you understand how your money is working for you.
Historically, mutual fund managers and portfolio managers generally refer to their performance in a time weighted return number. Time weighted effectively measures performance over time.
Shariah compliant portfolios are not an easy to create, as most people don't really know how to build them or what's forbidden in them.
If this is a belief that you hold and if it's something that you value, I think it's very important to know what it entails and how to build it. And of course, what to watch for if you actually have it.
One of the most important parts of having an investment portfolio is knowing what is in that portfolio. I've seen too many people lose money because they didn't know what they own.
You take a look at your statement and you're just clueless. You're baffled. You have no clue. Should that matter? Does it matter? I say yes. I've seen so many people come into my office. They show me a statement. I ask them a basic question, what do you own in your portfolio?
Today we're talking about how a sound retirement income plan can help you retire early. Pretty exciting topic and very important and crucial. This is true if you're either approaching retirement, you're young and you're preparing for retirement or even you're in retirement
All right, so how to retire early with a sound financial plan. The easiest tip I can give you here is to work with an investment firm like ours that offers holistic financial planning way before you retire.
One of the tougher questions I often receive is how to invest a half million dollars. Most people have no idea where to start or what to do when they get that $500k. Today we're going to talk about it in depth.
Pre-Retirement Plan
If you are not retired, if you are young and you're continuing to work and these funds are meant to supplement your income at a future date, this would be what we would call a longer investment term horizon.
PAUL - You and your practice have dealt more than once with big lottery winners. What do you do with, with the people who have scored big windfalls all of a sudden like that?
ROB - It depends on where we're at in the market cycle, but the first part there is the emotional advice because that becomes tough.
That’s one thing we advise folks to do and then the most important thing is cash flow projection because sometimes they want to retire and they just want to stop working and retire.
Let’s discuss how to prepare or deal with an upcoming recession or a market crash.
Say you’re watching BNN or CNBC and they're talking about an upcoming recession or stock market crash.
You panic, you're worried about it, and you don't know what to do.
First thing's first, let's remember that the market prices accurately reflect the emotion of every single human being that's investing, every single institutional investor, and every single pension plan that exists out there.
Let’s discuss flow-throughs and super flow-throughs, and how they can impact your tax situation.
A lot of noise that's been made in the past 5 - 15 years about flow through shares. Let’s go back to the basics and examine the actual facts.
What is a flow through share?
A flow through share is a share of a common stock or common security that trades on either the venture exchange or the Toronto Stock Exchange.
Today we will be examining the top things you should consider before selling your farm or your farm land.
First things first, let's take a look at the decision of whether or not you should be selling your farm in regard to your cashflow.
Clearly, you've thought about the implications with respect to multi-generational legacies.
Maybe your parents and your grandparents owned this farm and you have no one to sell it to in the family, or maybe you simply need the cashflow.
Financial Help for Widows | Spouse Pension After Death
Today we're going to focus mostly on the financial aspects and some of the administrative aspects that you should take care of after your spouse passes away.
The emotional aspects involved in losing a spouse are something totally different that I think you should take care of, but let's focus on the financial part for today.
How to Retire Early | Early Retirement
How do you determine when you have enough retirement money?
The first thing I would suggest is to make sure you plan ahead and start early.
That is the most important thing because it's one thing to have a retirement plan at 65 when you’re retiring in two months, but it's a whole other ball game to start thinking about this when you're 35-50, as time will then be on your side.
Income Splitting
Today we're talking about income splitting – how it impacts you, how you can save money, and how you can dramatically save taxes in your retirement.
You’re retired; let’s talk about how you can split your pension when you’re younger than 65. If you’re lucky enough to retire before you turn 65, the only pension that you can spit is a direct benefit pension (DB).
First, what is the Canadian Pension Plan (CPP)?
It's roughly 5% of your salary, up to a maximum of roughly 57-58 grand – however, these numbers may change annually.
Old age security (OAS) is a dollar figure that you get when you hit 65.
It's based on how many years you've been a resident of Canada regardless of whether you paid into it or not, unless you made too much money in which case the OAS will be clawed back.
You've received that chunk of money; you've sold your business, you've sold your farm, you've inherited money.
Or maybe you've just accumulated this $2 million throughout your life and now you need to invest it for income.
Regardless, you've now got 2 million bucks, and now you need to convert that to income for your retirement.
Let's take a look at how we would structure that.
Good Day folks. I'm Rob Tétrault from robtetrault.com, head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management.
Pretty excited today who we got here today. Raj Lala. He's CEO, president and founder of Evolve ETFs. Really glad to have him in our office here in Winnipeg. Thanks for coming, we are excited to have you and we're going to talk ETFs today.
The TFSA versus RRSP debate started in 2009 when the TFSA came into existence. Back then, the government allowed a $5,000 annual contribution and allowed you to do that every year.
It is also possible to go back every single year for your TFSA contribution. In other words, every year that you’ve been an adult you are accumulating room in your TFSA whether you use it or not.
How should you invest $1 million you’ve just inherited or worked towards?
Today we are talking about investing $1 million. Let's take a look at a couple of different case studies.
A REIT is a real estate investment trust. A real estate investment trust is a trust that is organized, and that owns real estate. They own either commercial, residential or industrial.
Regardless, they own real estate and its owned through a trust.
Today we’re talking about that super important decision – how and what to do with your pension and how do you transfer it?
You’ve retired, you’ve gotten the form and now you’re not sure what to do.
Congratulations! You’ve put a lot of years in at the same place.
Let’s take a look at what you need to do for that.
You’ve got a pension and you’ve received a letter. Let’s take a look at the two different scenarios.
First off, my condolences to you and your family.
There are very complicated tax implications that can arise when you inherit property.
Let’s discuss inheriting a primary residence, a farm, a cottage or even a rental or commercial property. We’re going to look at all four of those situations and what you need to consider.
Let’s discuss growth stocks versus value stocks and their differences. You might be asking yourself, which one is best for me?
Let's start with the difference between the two.
Both are stocks and we're talking about common equities; stocks that trade on an exchange. Let's look at the US exchange for the purposes of discussion.
Today we’re discussing the age-old debate, salary vs dividends. What should you do?
As a self-employed incorporated person, all of your earnings are generated by your corporation and likely taxed at favorable small business rates.
Now the cash you need to pay your personal expenses is stuck inside your corporation, thus leading to how will you pay yourself so you can buy groceries, pay your mortgage and deal with other expenses you may have.
Today we're reviewing the popular RESP, the Registered Education Savings Plan, a fantastic tool that is available to save for the next generation’s post-secondary education needs.
It is a really neat tool that the government started several years ago. A truly great program to help save for education costs for your child, a niece/nephew, grandchild or even a family friend.
Today we’re talking about Family Trusts, a wonderful tax planning tool.
It used to be a popular strategy for income splitting amongst lower income family members, although recent tax changes have caused substantial changes to this.
However, there are still some valid reasons for a Family Trust to be part of your overall corporate structure. We’re going to tell you there are still some tax advantages to them and let’s cover them today.
A Principal Protected Note is a form of a structured note and it’s a bond type instrument that’s issued by the banks.
Other forms of structured notes are auto-callable notes and equity linked notes.
Usually the Canadian banks are issuing a lot of these in this space and they have a guarantee on the capital at maturity.
They’re very similar to bonds. They actually classify as bonds under the fixed income section in a lot of investment policy statements that we see.
I’m often asked questions like:
“Should I be timing the stock market? Should I buy on the lows and sell on the highs? Are there key market timing signals that I can study to be a successful investor?”
Should you experience an inheritance or windfall, sell a piece of property or win the lottery, there are several strategies to consider when investing those funds.
With these considerations it is important to remain defensive, protect capital and reduce market timing risk as much as possible.
Do you want to contribute to the charity of your choice in a more tax efficient manner?
Are you concerned about leaving some money at some point to a charity after you’ve passed on and you also want to leave as much as possible to your kids?
Obviously, these strategies are best suited if you’re making significant donations, but even if you’re donating 5 or 10 thousand dollars, these strategies can absolutely be used to benefit YOU personally in a much more tax efficient manner.
Award-Winning Wealth Management Advice
An alternative asset class is not a stock and it’s not a bond. It’s something completely alternative.
Historically in the CPP (Canadian Pension Plan) and historically in all of these endowment funds, the largest ones in North America used to have nothing but stocks and bonds.
Then something started happening in the 80s. Harvard, MIT, the CPP started adding alternatives.
Rob sheds light on LIRAs (Locked-In Retirement Accounts) and what you're possible options are when it comes to retiring.
A LIRA is a Locked-in Retirement Account and a LIF is a Life Income Fund.
Think of a LIRA the same idea as a RRSP (Registered Retirement Savings Plan) but it has additional restrictions under the applicable pension legislation.