The Tetrault Wealth Team Members

Rob Tétrault leads the Tetrault Wealth Advisory Group at CG Wealth Management, where he is redefining the practice of financial advising and portfolio management through a client-first, evidence-based approach rooted in clarity, accountability, and innovation.

A graduate of the University of Toronto Faculty of Law, Rob began his career as a litigation lawyer at Aikins MacAulay Thorvaldson before pivoting to finance. He went on to complete an MBA in Finance at the Asper School of Business, earning Dean’s List honours.

Rob has built a thriving practice serving high-net-worth individuals and families, known for his transparency, strategic thinking, and dedication to long-term client success.

A trusted voice in the community, he has received numerous honours, including the Visionary Award from Radio-Canada, the St. Boniface Chamber of Commerce Distinction Award, inclusion in the IAAC Top 40 Under 40, and a spot on the list of the 100 Most Fascinating Manitobans.

Beyond finance, Rob is the co-founder and trustee of the Canadian CMV Foundation, an organization he and his wife Michelle created to raise awareness and funds to combat congenital CMV – the leading cause of infant disability.

In one of the foundation’s boldest initiatives, Rob ran across three provinces – Manitoba, New Brunswick and P.E.I. – completing two half-marathons per day alongside a team of volunteers and supporters.

The campaign led to a major legislative victory: the passage of a bill in Manitoba mandating CMV screening for all newborns. Rob’s mission is to see similar legislation adopted across Canada.

In his spare time, Rob co-hosts The Running Journey podcast with his brother Charles, where they share stories from their training, races, and endurance adventures.

Episodes are available on all major streaming platforms and on the Run with Rob YouTube channel.

Rob lives in St. Boniface, Winnipeg’s French Quarter, with his wife Michelle and their four children.

Over 5 years in the wealth management industry

Tania, (Rob Tetrault’s Sister) grew up in rural South Eastern Manitoba and first got involved in finance 25 years ago. She worked for a major Canadian Bank while earning her degree in Mathematics from the University of Toronto.

Tania brings over 2 decades of business operations and finance experience to the table. As an entrepreneur, she has founded and served as CEO of several successful local businesses dedicated to improving the health and wellbeing of Winnipeg families, earning the Saint-Boniface Chamber of Commerce Entrepreneur of the year award in 2013.

Tania lives in Winnipeg with her husband Steve and son Marius. She loves science fiction and philosophy, and exploring new places and cultures with her family.  Tania is a physical and mental health advocate, and enjoys all aspects of physical culture, from kettlebells to calisthenics.

Tania takes a holistic but systematic approach to addressing client needs and is dedicated to providing a world class client experience.  She would be grateful for the opportunity to connect with you and show you how we can provide personalized, stress-free solutions to meet your financial goals.

Devon Bailey is an Investment Advisor based in Winnipeg, Manitoba, with a strong foundation in finance and client relationship management. Devon began his career at RBC Dominion Securities as an Associate Investment Advisor, where he built lasting professional relationships and provided tailored investment advice to a diverse clientele.

He holds a Bachelor of Commerce (Honours) degree from the University of Manitoba, majoring in Finance, and is currently working towards earning the Chartered Investment Manager (CIM®) designation, further deepening his expertise in portfolio management and investment strategy.

Devon is passionate about helping clients achieve their financial goals through thoughtful planning and disciplined investing. Outside of work, he enjoys traveling, golfing, and playing hockey, bringing the same energy and focus to his personal pursuits as he does to his professional practice. He also has a big heart for animals—he rescued his dog (Sprite) and loves spending quality time with his four-legged companion.

Over 20 years of experience

Adam looks after the Wealth & Estate planning needs of our clients in the Winnipeg office since joining the firm in November 2018.  His focus and drive to offer holistic financial planning services, strategic Insurance planning, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Adam brings over 19 years of experience in the financial services industry.

He currently holds certification as a Certified International Wealth Manager (CIWM), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC), Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM). These highly regarded professional financial designations are the foundation in developing effective solutions for individuals, business owners and professionals in the areas of strategic wealth planning, retirement planning,  risk management, estate planning and wealth transfer.

Over 20 years of experience in the Financial Services industry

Karen joined the Tétrault Wealth Advisory team in March 2017. She brings with her over 15 years of experience in the financial industry.  Similar to Rob, Karen grew up in a rural area outside of Winnipeg and now lives north east of the city with her husband Chad and their two young boys. She has been living an active lifestyle since she was a child, and in her limited free time she enjoys playing volleyball, softball and golf. Together with her family, she enjoys breaking for a winter holiday either to snowboard or to soak up the hot sun.

Karen leads the administrative component of our group which includes but is not limited to: account openings, transfers & maintenance; online access inquiries; statement & tax slip reprints and EFT delivery. Karen is currently a member of the Estate Planning Council of Winnipeg.

Patrick joined the Tetrault Wealth Advisory team in April 2022. He was introduced to the team through various community and charitable events, which fostered a strong professional and personal relationship.

With fifteen years experience in client services, Patrick excels at building and maintaining strong relationships with clients, ensuring all aspects of our services are handled meticulously.

In his spare time, Patrick loves spending time at the cottage, camping & traveling.

Over 10 years of experience in Business Operations

Like most of the team members, Jean-Luc grew up in south-eastern Manitoba, more precisely in the town of Ste-Anne. He now resides in St-Boniface with his wife Marie-Christine and their two children.

An avid sports fan, he enjoys watching and playing mostly everything under the sun, from hockey, to soccer, to squash, to spikeball, to FIFA20…

Jean-Luc (or JL for short) has been with the Tetrault Wealth Advisory team since May 2018 and brings with him over 10 years of operational experience. Having always been interested in the world of finance, joining the Tetrault Wealth Advisory Group was a great opportunity. He could not be happier to be part of such a great team and a great company and will make it his pleasure to help with any operational or logistical details.

Over 5 years of experience in digital marketing

Unlike most of the Tetrault Wealth Advisory Group, Diego was born and raised in the big city. Growing up in St. Boniface and having French as his first language he got to know most of his colleagues through community sports like golf, hockey and curling. Having seen the Tetrault Group win most of these events Diego knew this was a winning team with a great attitude.

Diego Joined the Tetrault Wealth Advisory Group in early January 2020 and is constantly fascinated by the amount of knowledge the Tetrault team possesses. Leaving work every day with new information on the vast world of finance.

His mission on the Tetrault Wealth Advisory Group is to show the world Rob’s message and amazing customer service, financial and investment advice.

Marc grew just outside the perimeter in the town of St Norbert, MB. He now resides in St-Boniface with his wife Jenny and their two children.

Marc joined the Tetrault Group in March 2021 and brings with him over 15 years of operational and management experience in various business fields. His well-rounded experience made him an ideal addition to the Tetrault Team.

In his spare time, Marc enjoys spending time in the great outdoors. He is an avid pitmaster and often spends his weekends cooking up his award-winning barbecue.

Huguette grew up on a small dairy farm in the town of Saint Labre Manitoba and went to school in La Broquerie Manitoba. Seeking a bigger life, she attended Université de Saint Boniface before heading off to Germany for a year of reflection and adventure.

Once back on home soil, Huguette completed her Culinary Arts diploma at Red River Polytech and through hard work, was able to obtain her Red Seal. With a growing family, she realized that family time was precious and pivoted careers as an Educational assistant followed by finding employment with the federal government. With over 25 years of experience in customer service, Huguette has been able to maintain quality client relationships all while ensuring confidence and confidentiality.

Huguette spends her free time volunteering for Coop Vélo-cité (a local bike coop) and St-Labre 200 (a yearly go-kart competition). She has also been an active member of La ligue d’improvisation du Manitoba, a local French improv league, for over 15 seasons. Her two children keep her busy with after school activities and road trips.

Over 10 years of experience in the digital marketing industry

Born in St-Boniface and raised in La Broquerie, Jean also known as Mox, has been involved in sports for all his life; hockey, golf, volleyball, baseball and the list goes on. Not only does he have the physical prowess and the competitive nature of a world champion, he can also be seen dancing up a storm at social events, playing the drums when he has the house all to himself and playing Settlers of Catan online during his spare time.

Jean’s true passion lies in Digital Marketing. Including but not limited to SEO (Google), SEM, Social Media, Webinars, E-mail Marketing, Podcasting, Website Building and YouTube.

Jean is a proud husband (wife Nicole) and father to three beautiful children: Zoe, Isabelle and Frederik.

His role and mission on the Tetrault Wealth Advisory Group is to spread Rob’s message and financial advice to as many individuals as possible who seek financial planning and investment guidance.

Over 5 years of experience in the Digital Marketing Industry

Justin grew up in Steinbach, a small city in south-eastern Manitoba. Before leaving his hometown, he played two years of post-secondary volleyball at Red River College and Providence University, where he developed a deep understanding of teamwork and discipline – skills that continue to guide his professional approach today.

In his twenties, Justin took a leap and moved to Toronto, where he worked for a marketing and advertising agency. It was there he realized that storytelling through creative content wasn’t just a job—it was something he was born to do.

At Tetrault Wealth, Justin’s mission on the marketing team is to craft clear, engaging, and impactful content that connects with the right audience across all digital platforms.

Outside the office, Justin can be found at the gym, traveling abroad, spending time with friends and family, watching a comedy show, or coaching and mentoring youth volleyball (all while creating content of course)