Ontario Fee-for-Service Based Financial Planning – No Commissions, Just Strategic Advice.
Ottawa Fee-Only Financial Planner & Advisors
From Big Picture to Small Details – We Can Help
We offer independent, transparent financial planning services to clients across Ottawa and the Greater Ontario region. Whether you’re planning for retirement, managing business wealth, or building a legacy, we’ll help guide your financial journey.
What We Do
At Tetrault Wealth, our mission is to drive your financial goals toward long-term success. We take time to understand your priorities and help you discover the most effective ways to grow and protect your wealth, today and into the future.
Discover the Tetrault Wealth Difference
We offer true fee-only financial planning and fee-based investment advisory services, delivered by world-class fiduciary Certified Financial Planners and Investment Advisors.
Serving clients across Ontario via in-person or secure video conferencing.
Also serving many other provinces and cities in Canada.
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)
Is Wealth Management Worth It?
For Canadians with significant assets or complex financial lives, working with a professional wealth manager is more than worth it – it’s essential.
We help high-income individuals and families reduce taxes, build wealth across generations, avoid costly mistakes, and make confident financial decisions even in turbulent markets.
The real value of wealth management isn’t in reacting to headlines – it’s in having a plan, a team, and a strategy that adapts as your life evolves.
Whether you’re approaching retirement, managing business income, or planning a legacy, our team delivers the expertise and structure you need.
Tetrault Wealth is a renowned Canadian wealth management firm offering trusted financial solutions, including investment, tax, retirement, and estate planning, with one of Canada’s top ranked wealth advisors. Serving clients in Winnipeg and across Canada, we help you navigate your financial future with confidence.
Supporting Major Cities Nationwide
Ready to Solve Your Unique Financial Needs?
We use a transparent, reputable, and holistic approach to financial planning that’s built around you.
