Tetrault Wealth is a portfolio management team working for CG Wealth Management. We are fully covered by the Canadian Investor Protection Fund (CIPF) and are held to the regulatory standards set forth by the Canadian Investment Regulatory Organization (CIRO). In addition to satisfying regulatory requirements, working with CG Wealth Management allows Tétrault Wealth the benefit access to an extensive amount of financial market research to supplement the independent research done within the group.
Privacy Policy
Welcome to Tetrault Wealth (A Financial Advisors and Wealth Management Firm in Winnipeg, Manitoba Canada). We understand that privacy online is important to users of our Site, especially when conducting business. This statement governs our privacy policies with respect to those users of the Site (“Visitors”) who visit without transacting business and Visitors who register to transact business on the Site and make use of the various services offered by Tetrault Wealth – CG Wealth Management (collectively, “Services”) (“Authorized Customers”).
Definitions and legal references
- This Website (or this Application)
- The property that enables the provision of the Service.
- Owner (or We)
- Tetrault Wealth – CG Wealth Management – The natural person(s) or legal entity that provides this Website and/or the Service to Users.
- User (or You)
- The natural person or legal entity that uses this Website.
- Service
- The service provided by this Website as described in these Terms and on this Website.
- Personally Identifiable Information
- Refers to any information that identifies or can be used to identify, contact, or locate the person to whom such information pertains, including, but not limited to, name, address, phone number, fax number, email address, financial profiles, social security number, and credit card information. Personally Identifiable Information does not include information that is collected anonymously (that is, without identification of the individual user) or demographic information not connected to an identified individual.
- Cookies
- A cookie is a string of information that a website stores on a visitor’s computer, and that the visitor’s browser provides to the website each time the visitor returns.
What Personally Identifiable Information is collected?
We may collect basic user profile information from all of our Users. We collect the following additional information from our Users: the name, email address, phone number, that the User intends to purchase or sell.
What organizations are collecting the information?
In addition to our direct collection of information, our third party service vendors (such as credit card companies, clearinghouses and banks) who may provide such services as credit, insurance, and escrow services may collect this information from our Users. We do not control how these third parties use such information, but we do ask them to disclose how they use personal information provided to them from Users. Some of these third parties may be intermediaries that act solely as links in the distribution chain, and do not store, retain, or use the information given to them.
The detailed information on processing of Personally Identifiable Information is shown below:
Analytics
The services contained in this section enable the Owner to monitor and analyze web traffic and can be used to keep track of User behavior.
StatCounter (StatCounter)
StatCounter is an analytics service provided by StatCounter.
Personal data processed : Cookies, Usage Data
Place of processing : Ireland – Privacy Policy
Clicky (Roxr Software Ltd)
Clicky is an analytics service provided by Roxr Software Ltd.
Personal data processed : Cookies, Usage Data
Place of processing : United States – Privacy Policy – Optout
Google Analytics (Google LLC)
Google Analytics is a web analysis service provided by Google LLC. Google utilizes the Data collected to track and examine the use of this Website, to prepare reports on its activities and share them with other Google services. Google may use the Data collected to contextualize and personalize the ads of its own advertising network.
Personal data processed : Cookies, Usage Data
Place of processing : United States – Privacy Policy – Optout
How We Use Personally Identifiable Information
We use Personally Identifiable Information (“PII”) to help tailor and improve the Website, deliver relevant service offerings, and process requests related to our services. We may contact Users with information about research, service opportunities, or topics related to the Website. We may also use PII to respond to inquiries or provide requested information.
How Personally Identifiable Information Is Stored
PII collected by Tetrault Wealth – CG Wealth Management is securely stored and accessible only to authorized personnel who require this information to perform their duties as outlined in this policy. It is not shared with third parties except as described below.
User Choices Regarding Collection and Use of Information
Users may opt out of receiving communications from us or our affiliated partners at any time by following the instructions in our emails or by contacting us directly at:
Email: rtetrault@cgf.com
Use of Cookies on the Website
We use cookies for several purposes, including understanding User preferences, improving Website functionality, and enhancing security. For example, if a User remains inactive for more than 10 minutes while logged in, they may be automatically logged out for security reasons.
Users who prefer not to accept cookies may adjust their browser settings to refuse them; however, some Website features may not function properly without cookies.
Cookies Used by Our Service Providers
Some service providers may use cookies that are stored on your device when you visit our Website. More information can be found on our Cookies Information page.
Use of Login Information
We may use login-related information—such as IP addresses, internet service providers, and browser types—to analyze trends, administer the Website, track User interactions, and gather broad demographic data.
Partners and Service Providers With Access to PII
Tetrault Wealth – CG Wealth Management partners with select vendors and service providers who may require access to PII on a strictly limited, need-to-know basis to assess service eligibility or perform contracted functions. Their data practices are governed by their own privacy policies, which are not covered by this document.
We may also disclose PII to comply with legal obligations, including court orders, subpoenas, or law enforcement requests, or when necessary to protect the safety and security of our Users.
How We Protect Personally Identifiable Information
Access to PII is restricted to authorized employees who require a unique password to access such information. Our security systems and procedures are reviewed regularly.
Sensitive information—such as credit card or social insurance numbers—is protected through industry-standard encryption protocols.
Although we take commercially reasonable steps to safeguard information, no electronic transmission or database can be guaranteed to be completely secure. As such, we cannot warrant that unauthorized access, tampering, or data breaches will never occur.
Correcting or Updating Your Information
Users may update or correct their PII by contacting us at:
rtetrault@cgf.com
Deleting or Deactivating Personally Identifiable Information
Users may request that their PII be deleted or deactivated. While some residual information may remain in backups or archival records, any deactivated PII will be functionally removed, and we will no longer use, transfer, or sell it.
User Rights
Depending on applicable data protection laws, Users may have the following rights:
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Right to access
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Right to rectification
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Right to erasure
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Right to restrict processing
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Right to object to processing
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Right to data portability
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Right to complain to a supervisory authority
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Right to withdraw consent
Changes to This Privacy Policy
Any updates to this Privacy Policy will be posted on the Website. If changes could result in the disclosure of PII that a User previously requested not be shared, we will contact that User to allow them to prevent such disclosure.
Links to Other Websites
The Website may contain links to external sites. Once you leave our Website, you are subject to the privacy policy of the external site. We encourage Users to review the privacy statements of any linked websites, as their practices may differ from ours.
Last Updated: December 2025
