The Rob Tetrault Show show

The Rob Tetrault Show

Summary: 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 2021 All Rights Reserved. No part of this podcast may be used without permission.

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  • Artist: Rob Tetrault
  • Copyright: © Copyright 2022 All Rights Reserved. No part of this podcast may be used without permission.

Podcasts:

 What Is An IPP (Individual Pension Plan)? | File Type: audio/mpeg | Duration: 03:15

The IPP, also known as the Individual Pension Plan. It’s truly a fantastic way for business owners to pull out a lot more tax-free money from their respective corporation. This is a fantastic a way for the business to pull out more money than they would if they were just doing the RRSP contribution. Some examples can run anywhere from one and a half times to even twice as more RRSP contribution room through the IPP.

 What Are Alternative Asset Classes? | File Type: audio/mpeg | Duration: 03:53

Award-Winning Wealth Management Advice An alternative asset class is not a stock and it’s not a bond. It’s something completely alternative. Historically in the CPP (Canadian Pension Plan) and historically in all of these endowment funds, the largest ones in North America used to have nothing but stocks and bonds. Then something started happening in the 80s. Harvard, MIT, the CPP started adding alternatives.

 Can I Take Money Out Of A LIRA? | File Type: audio/mpeg | Duration: 04:04

Rob sheds light on LIRAs (Locked-In Retirement Accounts) and what you're possible options are when it comes to retiring. A LIRA is a Locked-in Retirement Account and a LIF is a Life Income Fund. Think of a LIRA the same idea as a RRSP (Registered Retirement Savings Plan) but it has additional restrictions under the applicable pension legislation.

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