From big picture to small details, we can help you with your investment needs.
Comprehensive Fee-Only Financial Planner & Advisors
Fee for Service Based Financial Planning!
Personal Fee-Only Financial Planning
Developing a financial plan or estate plan will help ensure that you have the information and tools to make the right investment choices for you and your family.
What You Can Expect
- Overview of Current Financial Position
- Financial Goal Overview
- Retirement Planning
- Estate & Legacy Planning (including review of wills, POA, etc.)
- Education Planning
- Debt Management
- Strategic Tax Planning
- Cash Flow Analysis / Budgeting
- Insurance Needs Analysis
- Investment Portfolio Audit
- Charitable Giving & Philanthropic Planning
- Family Wealth Planning
Also Included
- A Comprehensive Financial Plan (Hard Copy & PDF).
- Discovery Meeting & Plan Presentation.
- One Plan Update or Revision (if needed).
- Up to 4 additional review meetings over one year (including coordination with your accountant or lawyer).
Note: Not all categories apply to all clients. Fee does not change based on inclusion or exclusion of topics.
Business & Corporate Fee-Only Financial Planning
Developing a sound business financial strategy to maximize gains and minimize losses – customized to your needs – is our specialty.
Includes All Personal Plan Benefits, Plus:
- Corporate Investment Audit
- Buy-Sell Agreement Review & Funding
- Corporate Risk Management & Insurance Planning
- Corporate Structure Review (Opco / Holdco / Trusts)
- Corporate Tax Planning Concepts
- Business Succession Planning
- Compensation Overview
- Corporate Portfolio Review & Analysis
Also Included:
- 📄 A Comprehensive Financial Plan (Hard Copy & PDF).
- 🧭 Discovery Meeting & Plan Presentation.
- 🔄 One Plan Update or Revision (if needed).
- 📆 Up to 4 additional review meetings over one year (with optional coordination with your professional team)
Not all categories will apply. Fee structure remains consistent.
Why Choose Tetrault Wealth?
✨ Rob Tetrault, a reputable fiduciary advisor & portfolio manager, leads a team of Certified Financial Planners dedicated to your success.
🏆 We are renowned Canadian wealth management firm specializing in holistic, custom financial strategies tailored for Canadians.
We:
- Provide peace of mind with clear, unbiased advice
- Offer fully customized, scenario-based planning
- Remove financial stress by managing the complexities for you
- Leverage 125+ years of combined expertise
- Operate with integrity – Rob has been a Fellow of CSI (FCSI®) for several years
All client accounts are protected by the Canadian Investor Protection Fund (CIPF) and regulated under the Canadian Investment Regulatory Organization (CIRO)
