The Rob Tetrault Show - BA, JD, MBA, CIM

Rob Tetrault

Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob Tetrault podcast show includes discussions on investment, tax, insurance, retirement and estate planning. From RESPs to Family Trusts, Rob's goal is to provide value and crucial information to all investors no matter what age and what their current net worth is. Disclaimer: http://ow.ly/XvqU30o8uTc © Copyright 2021 All Rights Reserved. No part of this podcast may be used without permission. read less
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U.S. Election, Stock Market, Interest Rate Cuts & More | 2024 LIVE Market Update
15-10-2024
U.S. Election, Stock Market, Interest Rate Cuts & More | 2024 LIVE Market Update
📅 Live Show: Wednesday, October 9th at 12noon Central Time - Stock Markets, Interest Rate Cuts, and Your Portfolio Join us, Rob and Tania Tetrault on Wednesday, October 9th at 12:00pm Central Time for a LIVE Q&A where we’ll dive deep into the latest developments in the stock markets, the impact of interest rate cuts from central banks, what this means for the economy and your portfolios, and much more! ❓ Live Q&A: Bring your burning questions about the markets, investments, and the economy Whether you’re an experienced investor or just getting started, this live show will provide valuable insights and strategies to help you make informed financial decisions. Mark your calendars and don’t miss this opportunity to stay ahead of the curve. Subscribe and hit the notification bell so you don’t miss the live stream! 📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ U.S. Election, Stock Market, Interest Rate Cuts & More | 2024 LIVE Market Update #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes #HighNetWorth #UHNW #NetWorth =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
How To Strategically Take Out Your CPP
26-09-2024
How To Strategically Take Out Your CPP
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ How To Strategically Take Out Your CPP Considering taking your CPP benefits early? This video explores the pros and cons, how it could impact your retirement, and who might benefit from early withdrawal versus waiting. TIMESTAMPS: 00:00 Intro 00:47 The Basics 01:11 Pros and Cons of Drawing Down Early 01:52 Rob's Metaphor of The Day 02:40 Impact on Overall Retirement Income 04:05 Personal Factors to Consider 04:50 Comprehensive Financial Plan #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes #HighNetWorth #UHNW #NetWorth =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
How To Retire With MORE Using Alternative Investments
21-08-2024
How To Retire With MORE Using Alternative Investments
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ How To Retire With MORE Using Alternative Investments In this video, I delve into the world of alternative investments and reveal how they can help you hack the tax system. By incorporating assets like farmland, music royalties, storage units, and private real estate into your portfolio, you can significantly enhance your tax efficiency and maximize your retirement savings. I'll break down the benefits of each investment type, how they can provide stable income streams, and the tax advantages they offer. Whether you're an experienced investor looking to diversify or a beginner exploring new opportunities, this video will equip you with the knowledge to make informed decisions. Discover the power of alternative investments and how they can play a crucial role in your financial strategy. Don't forget to like, comment, and subscribe for more insights on smart investing! #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes #HighNetWorth #UHNW #NetWorth =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
9 Steps To Choosing The Right Stock
01-08-2024
9 Steps To Choosing The Right Stock
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ 9 Steps To Choosing The Right Stock Unlock the secrets to successful investing with our comprehensive guide on valuing companies! In this video, we'll walk you through 9 essential methods to determine a company's true worth and help you make informed stock picks. Whether you're a seasoned investor or just starting out, these valuation techniques will empower you to choose winning stocks with confidence. Enjoy! CHAPTERS: 00:00:29 – Market Cap 00:00:55 – Free Cash Flow 00:01:42 – Price to Sales Ratio 00:02:00 – Price to Earnings Ratio 00:03:12 – Price to Gross Profit Ratio 00:03:30 – Price to EBITDA Ratio 00:03:55 – Price to EBIT Ratio 00:04:14 – Price to EBT Ratio 00:04:36 – Price to Earnings Ratio (Most common metric) 00:05:40 – Price to Free Cash Flow #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes #HighNetWorth #UHNW #NetWorth =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
What's The Difference Between EBITDA & Net Income?
18-07-2024
What's The Difference Between EBITDA & Net Income?
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ What's The Difference Between EBITDA & Net Income? Discover the key differences between EBITDA and Net Income in this insightful video! Whether you're a finance professional or just curious about financial metrics, we'll break down these essential concepts in a simple, easy-to-understand way. Learn how EBITDA focuses on operating performance while Net Income reflects overall profitability. Perfect for students, investors, and business owners looking to deepen their financial knowledge. Don't forget to like, comment, and subscribe for more financial tips and insights! #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes #HighNetWorth #UHNW #NetWorth =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes
11-07-2024
The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes Ever hear the terms "market capitalization" or "enterprise value" when people discuss stocks or valuing companies? These two valuation metrics are crucial and among the most common means to value a company. Understanding the differences between market cap and EV can transform how you view potential investments. These metrics offer critical perspectives on a company’s size, financial health, and overall value. Whether you're studying for an economics/finance course or wanting to better your understanding for valuing a company's worth, this video is for you! Enjoy! #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes #HighNetWorth #UHNW #NetWorth =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Assets vs. Liabilities: Understanding the Difference for Financial Success
03-07-2024
Assets vs. Liabilities: Understanding the Difference for Financial Success
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ Assets vs. Liabilities: Understanding the Difference for Financial Success Unlock the secrets to financial success in our latest video, "Assets vs. Liabilities: Understanding the Difference for Financial Success." Whether you're a beginner or looking to refresh your knowledge, this comprehensive guide breaks down the essential concepts of assets and liabilities, explaining what they are and how they impact your financial health. Learn how to identify your assets and liabilities, and discover practical tips for managing them effectively. Understand the importance of assets and liabilities in personal finance, investing, and wealth management. This video covers everything you need to know to boost your financial literacy and make informed decisions. 📊 Key Topics Covered: What are assets? What are liabilities? Differences between assets and liabilities How to manage your assets and liabilities Importance of assets and liabilities in personal finance Enhance your financial knowledge and take control of your financial future with our easy-to-understand explanations and expert insights. Don’t forget to like, comment, and subscribe for more valuable financial tips and educational content! #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes #HighNetWorth #UHNW #NetWorth =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
The Best 7 Investments For High Net Worth Individuals
12-06-2024
The Best 7 Investments For High Net Worth Individuals
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ The Best 7 Investments For High Net Worth Individuals Discover the top investment strategies for high net worth individuals in our latest video, "The Best 7 Investments For High Net Worth Individuals." Learn how to grow and protect your wealth with expert insights on the best investment opportunities available today. We cover diverse options including real estate, charitable donations, rare collectibles, alternative investments, and many more. Delve into the world of private equity and understand the importance of estate planning to secure your financial future. Perfect for seasoned investors looking to diversify their portfolio and maximize returns. Watch now for tips and strategies! #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes #HighNetWorth #UHNW #NetWorth =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing)
05-06-2024
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing)
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) Unlock the secrets of financial success with our video, "What Does an Investment Advisor Do? | Financial Roles Explained." Discover the crucial differences between Investment Advisors, Portfolio Managers, and Mutual Fund Representatives. Learn about fee structures, security selection, asset allocation, and comprehensive financial planning. Get insights into how Investment Advisors provide support for your financial goals. Perfect for anyone seeking to understand the financial landscape better! Like, comment, and subscribe for financial knowledge! CHAPTERS: -------------------- 00:00:00 - The Difference Between IAs, PMs, & Mutual Fund Reps 00:01:28 - Investment Advisor Fee Structure 00:02:32 - Investment Advisor Role: Security Selection 00:03:51 - Investment Advisor Role: Asset Allocation 00:04:50 - Investment Advisor Role: Financial Planning 00:07:40 - Investment Advisor Role: Encouragement #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
The 7 Most Common Retirement Mistakes (And How To Avoid Them)
29-05-2024
The 7 Most Common Retirement Mistakes (And How To Avoid Them)
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ The 7 Most Common Retirement Mistakes (And How To Avoid Them) Discover the secrets to a secure and enjoyable retirement with our video, 'The 7 Most Common Retirement Mistakes (And How To Avoid Them).' Planning for retirement can be tricky, and making mistakes can have lasting impacts on your financial security. In this essential guide, we uncover the seven most common retirement mistakes and provide actionable tips to avoid them. Whether you're just beginning to think about retirement or are close to retiring, this video is packed with vital information to help you create a solid retirement plan. Learn how to estimate your living expenses accurately, understand tax implications, and why starting early is crucial. We also cover the importance of estate planning, proper asset allocation, and the benefits of consulting a professional financial advisor. CONTENT CHAPTERS 00:00:00 - Brief Intro  00:00:27 - Not Starting Early Enough 00:01:29 - Underestimating Your Living Expenses in Retirement 00:02:29 - Overlooking Tax Implications 00:03:18 - Failing to Plan For Longevity 00:03:47 - Ignoring Estate Planning 00:04:48 - Poor Asset Allocation 00:06:04 - Not Consulting a Professional #RetirementPlanning #RetirementMistakes #FinancialPlanning #RetirementTips #FinancialSecurity #RetirementAdvice #InvestmentAdvice #RetirementSavings #FinancialFreedom #WealthManagement #EstatePlanning #TaxPlanning #LongevityPlanning #EarlyRetirement #RetirementGoals #RetirementIncome #SmartInvesting #AssetAllocation #FinancialEducation #PersonalFinance #MoneyManagement #FinancialAdvisor #InvestingForRetirement #FinancialMistakes #MoneyTips #RetirementFunds #FuturePlanning #RetirementStrategy #RetirementPreparation #AvoidMistakes =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Investment Advisor Reacts to "Financial Advice" on TikTok
22-05-2024
Investment Advisor Reacts to "Financial Advice" on TikTok
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ Investment Advisor Reacts to "Financial Advice" on TikTok In this video, Rob reacts to some pretty questionable financial advice on TikTok featuring the likes of Grant Cardone, Robert Kiyosaki (author of Rich Dad Poor Dad), Luke Belmar & Jordan Belfort (The Wolf of Wall Street). Is it the best advice/information we've ever heard? Far from it. Enjoy Rob's animated reactions to some of social media's most popular "finance" creators! ___CONTENTS___ 00:00:00 - Grant Cardone 00:03:36 – Robert Kiyosaki 00:06:27 – Luke Belmar 00:08:32 – Jordan Belfort #InvestmentAdvisor #FinancialAdvisor #PortfolioManager #Reaction #React #ReactionVideo #Commentary #FinancialGuru #Coffeezilla #GrantCardone #JordanBelfort #RobertKiyosaki #RichDadPoorDad #LukeBelmar #TikTok #TikTokAdvice #FinancialAdvice #WealthManagement #MoneyAdvice #MoneyTips #InvestingTips #Investing #Investments #RealEstate #RealEstateInvesting #TikTokReaction =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
01-05-2024
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing) Hey folks! Today we're looking at what the role of a portfolio manager actually entails. We touch on 13 (not 14 🤣) essential things that ALL portfolio managers in wealth management/investment advising should be doing for their clients. Explore the intricate world of portfolio management in this video. Whether you're a novice investor, financial enthusiast, or seasoned professional, this video delves into asset allocation, risk management techniques, and performance monitoring methods crucial for success in the portfolio manager position. Watch now to elevate your portfolio management skills and stay ahead in the competitive investment landscape. Like, share, and subscribe for more insightful content on finance, investing, and wealth management. Don't miss out on mastering & understanding the art of portfolio management! #businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments #businessnews #investmentstrategy #investingbasics #portfoliomanager #investmentadvisor #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #SuccessionPlanning =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
What Makes Billionaires Different From The Rest Of Us?
27-03-2024
What Makes Billionaires Different From The Rest Of Us?
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ What Makes Billionaires Different From The Rest Of Us?  How is it possible for one individual to amass a billion dollars? We're about to dive into the truth about billionaires!! Ever wondered what sets billionaires apart from the crowd? In this eye-opening video, we delve into the fascinating world of wealth and success to uncover the seven key traits shared by most billionaires. From mindset to habits, we explore the secrets behind their extraordinary achievements.  Whether you're aspiring to join the ranks of the ultra-rich or simply curious about the mindset of the wealthiest individuals on the planet, this video offers valuable insights and inspiration.  Join us as we unlock the secrets of success and discover what makes billionaires different from the rest of us.  Don't miss out – hit play now!  Bill Gates, Elon Musk, Mark Cuban, Jeff Bezos, Warren Buffett #businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments#businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #SuccessionPlanning =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Succession Planning | Key Steps for Effective Succession Management
13-03-2024
Succession Planning | Key Steps for Effective Succession Management
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ Succession Planning | Key Steps for Effective Succession Management Welcome to our comprehensive guide on succession planning! In this video, we'll walk you through the key steps for effective succession management, ensuring seamless transitions in leadership roles. Succession planning is crucial for organizations of all sizes to maintain stability and continuity, yet it can be a daunting task without proper guidance. Our tips and strategies will hopefully help you navigate the complexities of leadership succession with confidence. Learn how to identify and develop potential successors, create a roadmap for smooth transitions, and mitigate risks associated with leadership changes. Whether you're a business owner, HR professional, or aspiring leader, mastering succession planning is essential for long-term success. Join us as we dive into the best practices and actionable insights that will empower you to build a strong foundation for the future of your organization. Don't miss out on this invaluable resource for effective succession management! #businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments#businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #SuccessionPlanning =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!)
06-03-2024
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!)
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!) Congratulations! You've successfully sold your business, but now what? 🤔 In this insightful video, we delve into the crucial steps of post-business-sale financial planning, goal setting, and beyond! Join us as we explore: 📊 Financial planning strategies tailored to your newfound liquidity 🎯 Setting meaningful goals to align with your vision and priorities  💼 Exploring opportunities for reinvestment or retirement planning 📈 Managing the proceeds wisely for long-term financial security Whether you're looking to reinvest, retire, or embark on a new venture, this video is packed with actionable insights to help you navigate this exciting phase of your journey. Watch now and take the first step towards a prosperous post-sale future! 💼💰 #businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments#businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds)
21-02-2024
Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds)
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ Top 6 Alternative Investments To Diversify Your Portfolio (Not Stocks & Bonds) In this video, Rob goes over the top 6 alternative investments to own in your portfolio. Why stick with JUST stocks and bonds? Why not diversify your portfolio into uncorrelated asset classes for the best protection against downturn in the market? That’s why in this video, Rob discusses asset classes that may be unconventional and overlooked yet VERY valuable in your portfolio. These asset classes include… Farmland Private Infrastructure Private Storage (Units) Music Royalties Private Real Estate Private Equity These uncorrelated alternative investments are sure to diversify your portfolio and help protect against volatility! Tune in! #businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments#businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
How To Invest 20 Million Dollars
14-02-2024
How To Invest 20 Million Dollars
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ How To Invest 20 Million Dollars Congratulations! You've done it - you have 20 million dollars to invest. Whether that be from selling a business, owning a business, being an athlete or movie star, or from inheritance, you're in the EXTREME 0.1% of Canadians (or anyone for that matter). If you have $20 million to invest you're likely going to seek advice and planning. The last thing you want in this situation is to lose out on potential gains and tax planning strategies. Tune in to discover the best way to maximize your 20 Million Dollars! #businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
The Best Ways To Protect Your Portfolio From Volatility
07-02-2024
The Best Ways To Protect Your Portfolio From Volatility
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ The Best Ways To Protect Your Portfolio From Volatility Discover the keys to fortifying your investment portfolio against market volatility in our latest video! 📈📉 We delve into effective strategies that emphasize a strong defense as the best offense. Learn the significance of incorporating uncorrelated alternative assets such as real estate, music royalties, and farmland to achieve true diversification. When the market faces challenges, these unconventional options can provide stability and resilience.  Join us as we explore the ins and outs of safeguarding your investments, ensuring you're well-prepared for unpredictable market conditions.  Don't miss out on valuable insights that can empower you to navigate through financial turbulence with confidence. Watch now and protect your portfolio intelligently! #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #fiduciary #SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation  #AlternativeInvestments #Volatility #Diversification =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
Why You Need A "Fiduciary" To Manage Your Money
31-01-2024
Why You Need A "Fiduciary" To Manage Your Money
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ Why You Need A "Fiduciary" To Manage Your Money Today in this video, Rob goes over 5 reasons why a having a fiduciary is ESSENTIAL to building wealth. Having a fiduciary advisor is someone who must ethically AND legally act in their clients' best interests ahead of their own, with a duty to preserve good faith and trust. If you're picking a investment advisor or a financial advisor, why WOULDN'T you want a fiduciary to manage your wealth? Rob goes over 5 reasons why fiduciaries are the bare minimum criteria you should look for in an advisor including things like peace of mind, transparency, tailored advice, higher threshold of compliance, and a higher threshold to become a fiduciary. Typically, the fiduciary requirements include either a CIM or a CFA designation, a minimum amount of years of experience, and a minimum assets under management threshold to be considered a fiduciary. Tune in to this video to become better equipped with information to help propel your wealth building journey! #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #fiduciary#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities #YearEndReview #AlternativeInvestments =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault
How To Protect YOUR Money Against Investment Scams
24-01-2024
How To Protect YOUR Money Against Investment Scams
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ How To Protect YOUR Money Against Investment Scams In today's world, there's no shortage of people trying to steal your hard earned money. Discover the essential strategies to safeguard your hard-earned money in this eye-opening guide on navigating the treacherous waters of investment scams. In this video, 'How To Protect YOUR Money Against Investment Scams', Rob unveils the most common traps that unsuspecting investors fall into. Gain valuable insights into recognizing red flags, making informed decisions, and fortifying your financial defense. Arm yourself with the knowledge needed to outsmart scammers and secure your financial future.  Don't let these scams catch you off guard - watch now and empower yourself to make safer and smarter investment choices! #SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities #YearEndReview #AlternativeInvestments =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: YouTube ➡️ https://www.youtube.com/@RobTetrault TikTok ➡️ https://www.tiktok.com/@robtetraultwealth Instagram ➡️ https://www.instagram.com/robtetraultwealth/ Facebook ➡️ https://www.facebook.com/TetraultWealthAdvisoryGroup/ LinkedIn ➡️ https://www.linkedin.com/in/robtetrault/ Twitter ➡️ https://twitter.com/RobTetrault