Discover Fee Only Personal 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.
Personal Fee-Only Financial Planner & Advisors
From big picture to small details, we can help you with your investment needs.
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.
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 a 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 served on CIRO’s national fiduciary oversight board for several years.
All client accounts are protected by the Canadian Investor Protection Fund (CIPF) and regulated under the Canadian Investment Regulatory Organization (CIRO)
