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The Rob Tetrault Show

The Rob Tetrault Show

Auteur(s): Rob Tetrault
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À propos de cet audio

 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. Finances personnelles Économie
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  • 5 Retirement Mistakes That Could Cost You THOUSANDS (And How to Avoid Them)

    5 Retirement Mistakes That Could Cost You THOUSANDS (And How to Avoid Them)
    Nov 12 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/

    💸 Most Canadians spend decades saving for retirement…

    But a few avoidable mistakes could ruin it all - including triggering the OAS Clawback, missing key tax opportunities, or drawing from the wrong accounts at the wrong time.

    In this video, Rob breaks down the Top 5 Retirement Planning Mistakes and shows you exactly how to avoid them - with real strategies, clear examples, and practical advice any Canadian retiree (or soon-to-be) can use.

    Timestamps:
    00:00 - Why This Is Important!
    00:48 - Mistake #1: No Tax Plan
    01:59 - Mistake #2: Bad Withdrawal Order
    03:03 - Mistake #3: Too Conservative (Too Much Cash)
    04:35 - Mistake #4: No "What If" Plan
    05:27 - Mistake #5: No Exit Strategy
    06:12 - Retirement Planning Masterclass

    📩 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 #CanadianInvesting
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    7 min
  • 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 min
  • 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 min
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