We build custom portfolios using the same disciplined, research-driven approach trusted by pension funds and institutional investors, tailored to your goals, risk tolerance, and long-term plan.
What is Wealth Management?
Wealth management is more than just investment advice – it’s a comprehensive strategy designed to organize, grow, and protect your financial life.
At Tetrault Wealth, we take a pension-style approach to managing wealth. That means using the same risk-managed, institutional strategies employed by Canada’s top pension plans, but tailored to your personal goals.
Our wealth management services cover the full spectrum of financial planning, including:
- Custom Portfolio Management
- Tax Planning & Optimization
- Retirement Planning
- Estate & Legacy Planning
- Insurance & Risk Management
- Philanthropic Planning
- Cash Flow & Budgeting Support
We take a holistic view of your financial picture, collaborating with your accountants, lawyers, and business partners where needed, so every part of your plan works in sync.
We take a holistic view of your financial picture, collaborating with your accountants, lawyers, and business partners where needed, so every part of your plan works in sync.
How a Portfolio Manager Helps You Grow and Protect Your Wealth
A Portfolio Managers, will go beyond basic investment advice. With the main role of creating, implementing, and managing a fully customized strategy built around your financial goals, risk tolerance, and timeline, with the discretion and authority to act in your best interest at every step.
At Tetrault Wealth, this means applying a disciplined, institutional-style approach, similar to what Canada’s top pension plans use, to manage your wealth with precision and purpose.
We don’t just recommend investments, we manage them for you. From real-time portfolio adjustments to integrated tax planning and estate coordination, we ensure your entire financial picture works together seamlessly.
Working with a Portfolio Manager gives you:
- A fiduciary who is legally obligated to put your interests first
- Discretionary portfolio management (no approvals needed for every move)
- Access to institutional-grade investment strategies
- A coordinated plan that aligns tax, estate, retirement, and risk management
Our clients value confidence, not guesswork, and that’s exactly what we deliver.
How Our Approach Differs from Traditional Advisors
Many advisors build portfolios using templated models or off-the-shelf products. Tetrault Wealth, our approach is different, and deliberately so.
We manage custom portfolios using an institutional-style strategy, similar to those used by Canada’s leading pension funds. Our team focuses on risk-adjusted returns, broad asset class diversification, and a disciplined rebalancing process, all tailored to your specific objectives.
While traditional advisors often focus on selling products, we act as fiduciaries, managing your wealth with care, discretion, and alignment to a long-term plan. Your portfolio isn’t just personalized, it’s purpose-built.
Looking for a more strategic approach to managing your wealth?
Discover the difference a custom-built, institutionally informed portfolio can make.
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Is Wealth Management Worth It?
For Canadians with significant assets or complex financial lives, working with a professional wealth manager is 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.
