The Rob Tetrault Show

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.

  1. 5D AGO

    Most Canadians Miss THIS Retirement Threat (Hint: It's Not Inflation)

    📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your wealth? Book a call → https://tetraultwealth.com/contact-us/ ⭐️⭐️ Most Canadians Miss THIS Retirement Threat (Hint: It's Not Inflation) Most Canadians plan for taxes, inflation, and longevity - but there's a silent threat that can quietly destroy your retirement savings: sequence of return risk. In this video, Rob Tétrault breaks down what it is, why it's so dangerous, and how to protect yourself from it. Learn practical strategies like the liquidity plan, bucket strategy, and flexible withdrawal planning, so your money lasts as long as you do. Enjoy! CHAPTERS: 00:00 - Intro 00:30 - Sequence of Returns Risk & Why It Matters So Much 03:07 - Strategy #1  04:35 - Strategy #2  06:31 - Strategy #3  07:43 - Strategy #4  09:05 - What To Do Next? 📩 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 #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting #Sequenceofreturn

    10 min

  2. JAN 26

    The 5 Biggest TFSA Mistakes Canadians KEEP Making

    📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your retirement plan? Book a call → https://tetraultwealth.com/contact-us/ ⭐️⭐️ The 5 Biggest TFSA Mistakes Canadians KEEP Making Most Canadians are using their TFSA wrong, and it's costing them thousands 💸 In this video, Portfolio Manager Rob Tétrault breaks down the 5 biggest TFSA mistakes that can quietly drain your retirement savings. The Tax-Free Savings Account (TFSA) is one of the most powerful tools in Canadian retirement planning, but only if you use it properly.  After sitting down with thousands of Canadians, Rob Tétrault shares the most common TFSA mistakes that lead to unnecessary taxes, lost growth, and missed benefits. In this video, you'll learn: ✅ Why CRA's outdated numbers cause over-contribution penalties ✅ The difference between a TFSA savings account and investment account ✅ How to pick the right investments for your TFSA ✅ The best way to integrate TFSA withdrawals into your retirement plan ✅ How one word on your paperwork could cost your family thousands Don't let small TFSA mistakes cost you big in retirement. Watch now to see how to turn your TFSA into a tax-free income engine for life. Enjoy the video! CHAPTERS: 00:00 - Why This Matters 00:51 - Mistake #1 02:20 - Mistake #2 04:18 - Mistake #3 05:46 - Mistake #4 07:15 - Mistake #5 09:04 - The Next Steps 📩 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 #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting

    10 min

  3. JAN 20

    What They DON'T Tell You About The 4% Rule... (And What To Do Instead)

    📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your retirement plan? Book a call → https://tetraultwealth.com/contact-us/ ⭐️⭐️ What They DON'T Tell You About The 4% Rule... (And What To Do Instead) The 4% Rule has been called the golden rule of retirement withdrawals for decades - but what if it no longer works in today's world?  In this video, I reveal what no one tells you about the 4% Rule, why it could fail your retirement, and the smarter strategies you can use instead. We'll cover its origins, the risks of relying on it, flaws in a global and 2025 context, and why personalized planning is the real key.  Whether you're aiming for FIRE or traditional retirement, this episode gives you the tools to rethink your withdrawal strategy. Enjoy! CHAPTERS: 00:00 - Why This Is Important 00:56 - The 4% Rule's Popularity 01:58 - The Two Main Risks 03:47 - The Rule's Origin 05:00 - FIRE Movement & Early Retirement Issues 06:19 - Global Flaws 07:20 - EPS & Bond Yield Importance in 2025 09:15 - Retirement "Hack" 10:13 - Key Takeaways 11:26 - The Importance of Customized Planning 📩 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 #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting

    13 min

  4. JAN 12

    The BEST Time to Take CPP & OAS: Avoid Losing Thousands

    📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your retirement plan? Book a call → https://tetraultwealth.com/contact-us/ ⭐️⭐️ The BEST Time to Take CPP & OAS: Avoid Losing Thousands When should you take CPP and OAS? The timing of your Canada Pension Plan and Old Age Security benefits can make a huge difference in how much money you keep in retirement.  In this video, Rob Tétrault breaks down real-life examples, some key tips, and shows how proper planning can save you thousands. Learn the strategies Canadians are using in 2025 to maximize CPP & OAS, avoid costly mistakes, and build a smarter retirement income plan. Enjoy the video! TIMELINE: 00:00 - Why This Is Important 00:37 - Clarifying CPP & OAS 02:09 - Blueprint to Timing Your CPP 04:34 - The OAS Clawback... 06:06 - Real Example 07:33 - If you want some advice... 📩 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 #WealthManagement #OAS #CanadianInvesting #Retiring #Investing

    8 min

  5. JAN 6

    Where to Pull Money From FIRST in Retirement (The 5-Step Withdrawal Blueprint)

    📊 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/ ⭐️⭐️ Where to Pull Money From FIRST in Retirement (The 5-Step Withdrawal Blueprint) Deciding where to pull money from first in retirement can save you thousands in taxes and make your savings last longer.  In this video, I break down the 5-step Canadian retirement withdrawal blueprint so you'll know when to take from your RRSP, TFSA, or non-registered accounts - and why the order matters for tax efficiency and long-term growth. Enjoy! TIMELINE: 00:00 - Why Is This Important? 02:15 - The 5 Step Withdrawal Framework 02:31 - Step 1 03:12 - Step 2 04:09 - Step 3 04:46 - Step 4 05:26 - Step 5 06:14 - Real Example! 07:18 - Have Any Questions About Your Situation? 📩 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

    9 min

  6. 12/30/2025

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

    📊 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

    18 min

  7. 11/12/2025

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

    📊 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

    7 min

  8. 10/30/2025

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

    📊 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

    18 min
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About

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.

Information

  • Creator
    Rob Tetrault
  • Years Active
    2019 - 2026
  • Episodes
    299
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All Rights Reserved. No part of this podcast may be used without permission.
  • Show Website
    The Rob Tetrault Show