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The Rob Tetrault Show

The Rob Tetrault Show

De: Rob Tetrault
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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 2025 All Rights Reserved. No part of this podcast may be used without permission.© Copyright 2022 All Rights Reserved. No part of this podcast may be used without permission. Economía Finanzas Personales
Episodios
  • RRSP Meltdown 101: The 3 Strategies EVERY Canadian Needs to Know

    RRSP Meltdown 101: The 3 Strategies EVERY Canadian Needs to Know
    Oct 30 2025

    📊 Master Your Retirement Plan in 45 Minutes
    Register now → https://bit.ly/2THZzNj

    🔔 Want personalized help with your retirement plan?
    Book a call → https://robtetrault.com/speak-to-rob/

    ⭐️⭐️ RRSP Meltdown 101: The 3 Strategies EVERY Canadian Needs to Know

    Are you approaching retirement or wondering how to withdraw from your RRSP without handing half to the CRA?

    In this video, Rob Tétrault breaks down 3 proven RRSP meltdown strategies that smart Canadians are using to reduce taxes and boost retirement income.

    You'll learn:
    ✅ How to withdraw RRSP funds in low-income years
    ✅ The power of delaying CPP & OAS
    ✅ "Loan shuffling" and how it fits into your withdrawal plan

    Whether you're 5 years from retirement or already there — this guide could help you keep more of your money in your pocket.

    TIMELINE:
    00:00 - Why Does This Matter?
    01:10 - Canada's Tax Landscape
    03:43 - Strategy #1
    05:42 - Strategy #2
    09:16 - Strategy #3
    11:59 - Real Example & Scenarios
    14:41 - Recap

    📩 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/

    #RetirementPlanning #OASClawback #CPP #RRSP #RRSPMeltdown #CanadianInvesting
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    18 m
  • How Wealthy Canadians LEGALLY Avoid Paying Taxes (2025)

    How Wealthy Canadians LEGALLY Avoid Paying Taxes (2025)
    Oct 9 2025
    📞 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 Wealthy Canadians LEGALLY Avoid Paying Taxes (2025) If you're a high-income Canadian looking to keep more of your hard-earned money in 2025, this video breaks down the tax strategies many wealthy Canadians are using right now. We'll cover advanced planning tools like Individual Pension Plans (IPP), Prescribed Rate Loans, family trusts, TFSA layering, and smart contribution strategies that can save you thousands. Whether you're earning $100k or $1M+, these are actionable steps to help reduce your tax burden — fully legal and CRA-compliant. 👉 Don't forget to subscribe for more Canadian tax & investing tips weekly! 00:00 - Why You Should Watch This Video 01:10 - Canada's Tax Landscape Changes in 2025 03:00 - The Best Tax Strategies in Canada 03:10 - Individual Pension Plan 04:32 - Prescribed Rate Loan 05:58 - Trusts & TFSA Layering 07:25 - Maximize Account Contributions 08:33 - Tax Strategies Recap & Final Suggestions ✤ Welcome to Rob Tetrault's YouTube channel. This channel empowers investors like yourself to learn how to build an investment portfolio or a "bullet proof plan" in order to protect you and your family, generate an income stream in retirement, and ensure that your money outlives you. We can help you maximize your estate value for your beneficiaries and minimize how much your estate pays to the government. Rob Tetrault is a multi award-winning Portfolio Manager and head of the Tetrault Wealth Advisory Group at CG Wealth Management. After graduating from University of Toronto Law School, Rob initially worked as an insurance litigation specialist at MLT Aikins in Winnipeg. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business, before starting his Wealth Management Practice in 2010. We highly recommend you become a member of our YouTube family by subscribing to our channel. You can suggest or ask me anything. If you have any ideas, please share them with me in the comments below. =================================================== 👉 Subscribe to our channel and press the bell 🔔 icon. 👉 Turn on notifications to never miss an upload! 🔔 =================================================== SCHEDULE: New Videos Every Week! 👉 Don't forget to share your opinion in the comments below. Thank you for supporting the " Rob Tetrault " YouTube channel. =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: 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://x.com/RobTetrault =================================================== 📺 Watch my previous videos 📺 🎬 3 CPP Mistakes That Could Cost You THOUSANDS In Retirement https://youtu.be/jl-nTcgfDcA 🎬 7 Best Investments For High Net Worth Individuals https://youtu.be/frkusjdIXtk 🎬 How To Invest 20 Million Dollars https://youtu.be/RTZGgNhUVcQ 🎬 Financial Advisor Reacts To Finance TikTok https://youtu.be/XnqiRVyuW9c 🎬 How Alternative Investments Lead to Higher Returns https://youtu.be/vDXu2qJT9u8 🎬 Operating Company vs Holding Company https://youtu.be/3_z5OWQTfq4 =================================================== 📚 For more information on Rob & The Tetrault Wealth Advisory Group, click here: https://robtetrault.com/about/ =================================================== ⚠️ "DISCLAIMER" ⚠️ Rob Tetrault makes content available as a service to its customers and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action. If any owners would like me to remove the video I have no problem with that, just send me a letter: rtetrault@cgf.com #CPP #RetirementPlanning #CanadaPensionPlan #PersonalFinanceCanada #CPPStrategy
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    10 m
  • Trump. Carney. Crisis or Opportunity for Canada? | Rod Phillips Breaks It Down

    Trump. Carney. Crisis or Opportunity for Canada? | Rod Phillips Breaks It Down
    May 14 2025
    📞 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/ ⭐⭐ Rod Phillips joins Rob Tetrault and Adam Hague to unpack what the recent Canadian Election & the Trump/Carney meeting means for Canada's political and economic future. As a former Ontario finance minister and experienced political insider, Rod Phillips brings a rare perspective on how global moves - from U.S. tariffs to central bank shifts — could ripple through the Canadian economy. In this wide-ranging conversation, we explore: 🔹 Why Trump met with Mark Carney — and what it signals 🔹 The Bank of Canada's next moves on interest rates 🔹 Whether Canada is facing a recession or a rare opportunity 🔹 Rod's take on Canada's political leadership and what comes next Whether you're an investor, policymaker, or just trying to understand where Canada is heading, this episode delivers the insights you won't hear on the news. Chapters & timestamps below 👇 [00:00 - Rod Phillips Background] [00:38 - Were You Surprised With The Most Recent Election Results?] [04:19 - Differences Between Carney & Trudeau] [05:46 - Carney & Trump's Oval Office Meeting] [08:54 - How Bad Could This Trade War Get?] [11:13 - How Long Do You See This Playing Out?] [11:54 - Is the MAGA Tariff Policy A Representation of Republicans?] [13:44 - Canadian Consequences of This Trade War] [18:33 - What Do You Say To These "End of the World" Investors?] [20:51 - Where are the Democrats & "Attention Economy"] [23:14 - Mark Carney's Stance on Energy] [26:55 - Is Avoiding U.S. Investments Smart?] [28:43 - The Handling of Interest Rates] [32:56 - Are Tariffs Going to Lead to Sustained Inflation?] [36:08 - Rapid Fire Questions] [40:19 - Rod's Take On The Housing Market] [42:12 - Is Canada's Debt Load A Concern?] [44:06 - The Canadian Dollar] [46:23 - Closing Remarks] 🧠 Subscribe for more political and economic commentary from Canada's top minds. #Canada #RodPhillips #RobTetrault #MarkCarney #Trump #CanadianPolitics #economy #BankOfCanada #InterestRates #Tariffs #PoliticalCommentary #financenews #StockMarket #InvestingTips #FinancialAdvice #MarketTrends #PersonalFinance #WealthManagement #investmentstrategy ✤ Welcome to Rob Tetrault's YouTube channel. This channel empowers investors like yourself to learn how to build an investment portfolio or a "bullet proof plan" in order to protect you and your family, generate an income stream in retirement, and ensure that your money outlives you. We can help you maximize your estate value for your beneficiaries and minimize how much your estate pays to the government. Rob Tetrault is a multi award-winning Portfolio Manager and head of the Tetrault Wealth Advisory Group at CG Wealth Management. After graduating from University of Toronto Law School, Rob initially worked as an insurance litigation specialist at MLT Aikins in Winnipeg. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business, before starting his Wealth Management Practice in 2010. We highly recommend you become a member of our YouTube family by subscribing to our channel. You can suggest or ask me anything. If you have any ideas, please share them with me in the comments below. =================================================== 👉 Subscribe to our channel and press the bell 🔔 icon. 👉 Turn on notifications to never miss an upload! 🔔 =================================================== SCHEDULE: New Videos Every Week! 👉 Don't forget to share your opinion in the comments below. Thank you for supporting the " Rob Tetrault " YouTube channel. =================================================== 📲CONNECT WITH US ON SOCIAL MEDIA: 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://x.com/RobTetrault =================================================== 📺 Watch my previous videos 📺 🎬 The Best Ways To Protect Your Portfolio From Volatility https://youtu.be/htfI59KKq6I 🎬 7 Best Investments For High Net Worth Individuals https://youtu.be/frkusjdIXtk 🎬 Financial Advisor Reacts To Finance TikTok https://youtu.be/XnqiRVyuW9c 🎬 How Alternative Investments Lead to Higher Returns https://youtu.be/vDXu2qJT9u8 🎬 Operating Company vs Holding Company https://youtu.be/3_z5OWQTfq4 ===...
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    48 m
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