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 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 2026 All Rights Reserved. No part of this podcast may be used without permission.

  1. 6D AGO

    5 RRSP Mistakes Canadians Make at 55 & Regret in Retirement

    📊 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/ ⭐️⭐️ 5 RRSP Mistakes Canadians Make at 55 & Regret in Retirement Age 55 is often a turning point for your RRSP - and most Canadians don't realize how much actually changes. In this video, Rob Tétrault breaks down the five RRSP mistakes Canadians make around 55 that can cost you thousands in taxes and missed opportunities during retirement. If you're approaching retirement or planning withdrawals, this is essential viewing. What we cover: 00:00 - Why This Matters 00:35 - RRSP Mistake #1      01:35 - RRSP Mistake #2   01:29 - RRSP Mistake #3  03:22 - RRSP Mistake #4  04:11 - RRSP Mistake #5  05:00 - What Should You Do Now? Whether you're retiring soon, delaying withdrawals, or coordinating your RRSP with CPP, OAS, or a spouse's income, avoiding these mistakes can make a massive difference in retirement. 📩 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 #Retirement #Retiring #RetiringInCanada

    6 min

  2. FEB 23

    The New Reality of Retiring in Canada (2026 Update)

    📊 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/ ⭐️⭐️ Why Retiring in 2025 Just Became a LOT Harder (Canadian Edition) Is 70 becoming the new 65? With inflation staying stubborn, interest rates reshaping savings returns, and living costs creeping higher, more Canadians are delaying retirement than ever before. In this video, I break down: ✔️ The real inflation landscape in 2025 ✔️ How today's interest rates could delay retirement ✔️ A real retiree case study ✔️ The "spending creep" Canadians don't realize they're facing ✔️ 4 proven strategies to protect your retirement plan ✔️ Why having a structured plan matters more than your portfolio balance If you're planning to retire in the next 5–10 years, this video is a must-watch. CHAPTERS: 00:00 - The Situation 00:51 - 2025 Inflation Landscape 01:47 - 2025 Interest Rate Landscape 03:23 - Spending Creep... 04:16 - Real Retiree Example 05:50 - 4 Strategies To Protect YOUR Retirement Plan 06:01 - Strategy 1 06:39 - Strategy 2 07:19 - Strategy 3 07:55 - Strategy 4 08:37 - The Importance of a PLAN 09:25 - 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 #Retirement #Retiring #RetiringInCanada

    10 min

  3. FEB 18

    The Hidden Cost of Renewing Your GIC (No One Talks About This)

    📊 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/ ⭐️⭐️ Why Renewing Your GIC in 2026 Could Be a HUGE Mistake Thinking about renewing your GIC? Read this first. GIC rates have changed dramatically since 2022/2023, and blindly renewing could cost you thousands in lost income and missed opportunities. In this video, Rob Tétrault breaks down: ✅ The real cost of renewing your GIC in 2025/2026 ✅ What's changed since rates peaked ✅ When you should renew - and when you definitely shouldn't ✅ How GICs impact retirement income, taxes, and inflation ✅ What alternatives to consider before locking in If you have a GIC renewal coming up, this is the 5-minute tutorial you need. CHAPTERS: 00:00 - Why This Matters 00:32 - The Landscape & The Problem 02:04 - What You Should Do Instead 03:32 - What's The Cost Of Renewing Your GIC? 04:14 - 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 #GIC #GICRenewal #GuaranteedInvestmentCertificate

    5 min

  4. FEB 10

    How Far Does $1 Million REALLY Go in Retirement (Canadian Edition)

    📊 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/ ⭐️⭐️ How Far Does $1 Million REALLY Go in Retirement (Canadian Edition) If you've saved $1,000,000 for retirement in Canada - first off, congratulations! You're in the top 1% of savers. But here's the truth: how that money is structured, taxed, and withdrawn can make or break your retirement plan. In this video, Portfolio Manager Rob Tétrault breaks down the exact investment blueprint he uses for high-net-worth Canadians retiring with $1M - including: ✅ The 4-bucket portfolio structure ✅ How to avoid RRIF/OAS tax traps ✅ Smart withdrawal sequencing for lifetime income ✅ Real examples of how couples can save thousands in taxes Don't let poor planning eat into your hard-earned savings. Watch now to learn how to turn your $1M portfolio into a sustainable retirement engine. Enjoy the video! CHAPTERS: 00:00 - Why This Matters 01:21 - Mistake #1 02:27 - Mistake #2 04:56 - Mistake #3 05:58 - Real Example 06:59 - 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

    8 min

  5. FEB 3

    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

  6. 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

  7. 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

  8. 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
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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 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 2026 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