Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Rob Tetrault is an award-winning portfolio manager and was previously a successful lawyer at MLT Aikins. He is currently an esteemed board member in the Winnipeg community. He is a dedicated husband and father who cofounded the Canadian CMV Foundation, a charity on a mission to eradicate congenital CMV, the number one cause of infant disability.
After graduating from the University of Toronto Law School, Tetrault initially worked as an insurance litigation specialist in Winnipeg. He then completed a finance MBA and was on the dean’s list at the Asper School of Business before starting his wealth management practice in 2010.
Tetrault is now a senior portfolio manager and branch manager at CG Wealth Management. By redefining the practice of financial advising and portfolio management through his transparency, honesty and dedication, he has managed to build a remarkably successful practice where his clients’ interests come first.
Tetrault was the recent recipient of the Visionary Award from Radio-Canada and was named to the list of the 100 most fascinating Manitobans, given the St. Boniface Chamber of Commerce Distinction Award, and named to the Top 40 Under 40 for the IAAC. He has also been chosen four times in the past five years to be on Wealth Professional’s list of the Top 50 Financial Advisors in Canada, reaching number nine in the 2017 edition, number two in 2018, number six in 2020 and number two in 2021. His team won a silver medal in 2020 for advisory team of the year, and in 2021, he was awarded the 5-Star Financial Advisor Status. Tetrault has also been recognized as one of Canada’s Top Wealth Advisors in 2022 and among the Top 150 of Canada’s Top Wealth Advisors by Wealth Professional.
Tetrault currently resides in St-Boniface, the French quarter of Winnipeg, with his wife Michelle and children Alexandre, Arielle, Angeline and Aubrie.
1010-201 Portage Avenue, Winnipeg, Manitoba
204 259 2859
rtetrault@cgf.com
linkedin.com/in/robtetrault
robtetrault.com
Rob Tetrault
Branch Manager, Senior Investment Advisor
and Senior Portfolio Manager
CG Wealth Management – Tetrault Wealth Advisory Group
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Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2011
2016
2021
2023
2021–present
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Milestones
Milestones
Insurance Business Magazine | Key Media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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2011
2016
2021
2023
2021–present
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Milestones
2022
2023
2021
2016
2011
2021–present
Insurance Business Magazine | Key Media
AWARD-WINNING PODCAST HOST ON BNN BLOOMBERG’S “SMART WEALTH WITH THANE STENNER”
WEALTH PROFESSIONAL 2022 TOP 50 ADVISORS IN CANADA (NATIONAL RANK #6)
CHARITABLE IMPACT FOUNDATION AWARDS’ 2022 TOP NATIONAL PHILANTHROPIC WEALTH ADVISOR TEAM OF THE YEAR (FOR FACILITATING 90 DONATIONS EXCEEDING $80M FOR DONORS ACROSS CANADA IN 2021 ALONE)
WEALTH PROFESSIONAL 5-STAR ADVISORY TEAMS 2022
WEALTH PROFESSIONAL AWARDS 2022’S ICM ASSET MANAGEMENT AWARD FOR ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS (EXCELLENCE AWARDEE)
2021–present
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2023
Human Resources Magazine | key media
Named one of Wealth Professional’s Top 50 Advisors
2023
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2021
Human Resources Magazine | key media
Recognized as a 5-Star Advisor by Wealth Professional
Obtained Chartered Investment Manager designation
2021
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2016
Human Resources Magazine | key media
Opened the Old Montreal branch of his practice and co-founded Myriad Private Wealth
2016
1997
2011
human resources | key media
Started in the industry with no assets
2011
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Milestones
2021–present
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
Branch Manager, Senior Investment
Advisor and Senior Portfolio Manager
CG Wealth Management –
Tetrault Wealth Advisory Group
Rob Tetrault
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
