Tetrault Wealth
66Good201 Portage Ave #1010, Winnipeg, MB R3B 3K6, Canada
Last updated September 2026
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Tetrault Wealth is a local financial planning provider in Winnipeg, Manitoba. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.
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Tetrault Wealth is a Winnipeg portfolio management team working under CG Wealth Management, serving high-net-worth clients in person and virtually across Canada. Services cover investment management, tax planning, insurance, retirement planning and legacy and estate planning, with fee-only planning options also offered.
For people nearing or in retirement, the team helps coordinate pensions, RRSPs and TFSAs, decide when to take CPP, limit OAS clawbacks and plan for longevity and health care costs. Estate planning is built into the retirement plan. Reviewers often mention a responsive team and long-standing client relationships.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
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Google Reviews
5.0
243 Google reviews
Most recent reviews
Josette Roch
a year ago · via Google
We have dealt with Tetrault Wealth Management for a while now. They have an incredible team and are extremely well oiled machine. Everyone at that office is real and genuine. The motivation and dedication to their clients is a step above. Keep on doing great work!
Sylvia Labelle
a year ago · via Google
Everyone on the team has been amazing. My only regret is not approaching them earlier to build my profile. Thank you for always being available to answer our many questions and having the patience when we need clarification!
Tony Fast
a year ago · via Google
Been a satisfied client for near four years... retiring officially next month... the advice and wealth management have made the transition to a new stage in life as stress free as I could hope for... So where are the Steak Knives? 😅🤣😂 For those on Google review... you had to be there. Love you Rob
Summary of Google Reviews
Summarized by Senior Care Path from Tetrault Wealth's Google rating and recent reviews. Confirm specifics with the provider.
Tetrault Wealth holds an excellent 5.0-star rating across 243 Google reviews. Recent reviewers most often highlight caring, attentive staff.
Most common praise
- Caring, attentive staff
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
201 Portage Ave #1010, Winnipeg, MB R3B 3K6, Canada
Also serves
- Winnipeg and surrounding areas
Frequently Asked Questions
What services does Tetrault Wealth offer?
Tetrault Wealth is a financial planning provider in Winnipeg, Manitoba. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with Tetrault Wealth?
Send a request through the form on this page with your name, email and phone. We pass it to Tetrault Wealth so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Winnipeg. It is free, with no pressure.
Is Tetrault Wealth verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.