Clarity. Confidence. Control. Plan your financial future with expert guidance.
What is Financial Planning?
Financial planning gives you the tools to make confident, informed decisions about your money, now and in the future. At Tetrault Wealth – CG Wealth Management, we develop custom strategies to address your goals, family needs, and business considerations.
Whether you’re accumulating wealth, preserving capital, or preparing for retirement, our plans are built around what matters most to you.
Meet Our Financial Planning Experts
Adam Buss, CFP, RRC, FCSI, CLU, CIWM, CIM
Wealth & Estate Planning Specialist
abuss@cgf.com
204.259.2865
With 20 years in financial services and a full suite of top-tier credentials, Adam provides expert advice in tax mitigation, retirement, insurance, and estate planning.
Gabriel Comeau,
B.Comm
Wealth & Estate Planning Associate
gcomeau@cgf.com
204.259.2875
Gabriel supports the delivery of tailored financial solutions for individuals, families, and business owners across Canada.
Why a Financial Plan Matters
According to the Financial Planning Standards Council (FPSC), 81% of Canadians with a comprehensive plan feel on track with their finances, compared to just 44% of those with no plan.*
A personalized financial plan can help you:
- Set clear, measurable goals
- Get a full picture of your financial life
- Identify opportunities to save and grow
- Follow a structured, flexible roadmap
*Source: Financial Planning Standards Council (fpsc.ca/value-financial-planning)
Our 4-Step Financial Planning Process
1. Discovery
We begin by understanding your life, goals, financial situation, and priorities.
2. Strategy Presentation
We build and present your plan, walking through multiple scenarios to find the right fit.
3. Implementation
We coordinate with your Investment Advisor and our network of partners to execute the strategy.
4. Monitoring
Your plan evolves as your life does. We’ll regularly review and adjust as needed.
National Financial Planning Services
We provide comprehensive, fee-based, fee-only and full-service financial planning across Canada. Our services include:
- Investment Planning
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Insurance Solutions
- Wealth Management for Business Owners and Professionals
We Proudly Serve Clients in These Canadian Cities
Alberta
- Calgary
- Edmonton
British Columbia
- Vancouver
Manitoba
- Winnipeg
New Brunswick
- Moncton
- Saint John
Newfoundland and Labrador
- John’s
Nova Scotia
- Cape Breton
- East Hants
- Halifax
- Lunenburg
- Truro
- West Hants
Ontario
- Barrie
- Belleville
- Bolton
- Bowmanville
- Brantford
- Chatham
- Cornwall
- Georgetown
- Guelph
- Hamilton
- Innisfil
- Kanata
- Keswick
- Kingston
- Kitchener
- Leamington
- London
- Midland
- Milton
- Niagara Falls
- North Bay
- Orangeville
- Orillia
- Oshawa
- Ottawa
- Peterborough
- Sarnia
- Sault Ste. Marie
- Catharines
- Thomas
- Stouffville
- Stratford
- Sudbury
- Thunder Bay
- Timmins
- Toronto
- Welland
- Windsor
- Woodstock
Prince Edward Island
- Charlottetown
Quebec
- Gatineau
- Quebec City
- Sherbrooke
- Trois-Rivières
Saskatchewan
- Prince Albert
- Regina
- Saskatoon
Yukon
- Whitehorse
Northwest Territories
- Yellowknife
