The Rob Tetrault Show

In this Saturday Special, Rob speaks with veteran portfolio manager and hedge fund manager Andrew MacCreath. Andrew has over 30 years of industry experience and has a regular show on BNN - Weekly With Andrew McCreath

There’s been a lot of news and updates in regards to tax deadlines & Canada's economic response plan to the Covid-19 outbreak. Julien Grenier is a CPA & CGA from Talbot & Associates and joined us on the LIVE show. • Market update • 75% wage subsidy for employers • Review of CERB and EI • Tax Deadlines, what's been extended? • Much More If you have any questions or would like to book a FREE consultation with Rob, simply fill out the form on www.speaktorob.com

This was recorded LIVE at 4pm EST / 3pm CST on Monday March 30th 2020 with a very special guest. He's a Certified Financial Planner & Mortgage Specialist. You might have already seen him on previous Tetrault Wealth Advisory Group YouTube videos. Adam Buss is our Wealth & Estate Planning Specialist here at the Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He also happens to be a mortgage expert and naturally, he provided some guidance and helpful resources on mortgage options.

Rob gives a current investment update on March 26th 2020. Markets rebound in the previous two tradings days, but will the market tests their lows or will they stay in the green in the next coming days? Watch the clip to see what Rob has to say.

In response to the global outbreak and current period of market disruption, I went LIVE to discuss investor education and guidance on making sound decisions during this current market volatility. Want to have a chat? Simply fill out the form at www.speaktorob.com

Donating Securities In Kind Hey guys, today we're talking about donating securities in kind, how to do it, why you would want to do it, and how extremely tax efficient it can be to donate to your favorite charity. I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. And I am excited to talk to you guys about this today.

Margin Account VS Cash Account  Hey guys, today we're talking about the difference between a margin account and a cash account and I mean who doesn't like margins and who doesn't like cash? Am I right? I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management.

Our view about proper wealth management, a holistic view of wealth management is that there's much more in managing someone's wealth than simply picking stocks. So specifically today we're going to talk about two different parts, two different avenues to holistic wealth management. The first one you would agree Adam, is the stuff that I do. Which is the investment management. So that's my passion. That's why I went to school. That's the day to day stuff. So we're talking about asset allocation.

The Holy Grail of reducing your volatility in your portfolio. I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. And I am pumped today to be talking to you about diversified investments. True diversification in my mind, is a movement in prices of your asset classes that are traditionally either uncorrelated or reversely correlated. Historically, back in the old days, what that meant was effectively three asset classes.

Investing 101 Rob dives into the types of accounts. And what they offer. Also, the types of investments and the risks and benefits that come with them. We also look at the product types of certain investments. Rob also looks at the planning aspect of investing and the options that you may want to look at if your planning for retirement or planning to purchase your first house. If you have any other questions, please go to https://robtetrault.com/speak-to-rob/

You should use a Henson Trust when, let's say a parent has a disabled child they want to leave money to, but that person's maybe not able to manage their own financial affairs or they're worried that a lump sum of cash might take away that person's disability benefits that they're getting from the government. A Henson Trust is a fully discretionary trust. the parents still need to name a trustee. Now this would be a trust that originates from a will. It would be a testamentary trust.

The RDSP is a savings plan to basically save for the financial future. For somebody who has a qualified disability,  it's a plan the government throws a pile of free money towards. So comparable to the RRSP and the RESP, because we love acronyms, we're going to throw all those out. But  basically, the contributions that you make towards this plan are not tax deductible. For example, you put $1,000 in, you don't get a tax receipt, unlike the RRSP’s case. It's a bit like the RESP in that way.

The Disability Tax Credit  Rob: Hey folks! Today, Adam and I are chatting about the DTC, the Disability Tax Credit. I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. I should introduce my guest here today. Thrilled to have Adam Buss, Wealth and Estate Planning Specialist here at Canaccord Genuity Wealth Management. Adam, thanks for being here. The disability tax credit, how does it apply and what is it exactly?

Hey folks. Today we're talking about donor advised funds. If you're thinking about making charitable donations or aspirations to leave some money, this might be for you. I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. I have with me none other than Adam Buss - Wealth and Estate Planning Specialist here at Canaccord Genuity Wealth Management. Ok, lets talk about donor advised funds.

I built my business around custom holistic wealth advice. there's kind of two parts. One is the actual portfolio management. That is me, my passion building portfolios, what I studied my whole life to do, Portfolio theory. Risk adjusted returns. And actually it's, it's the custom-ness of the advice piece, holistic wealth advice, are we saving for the kids? Or, the retirement fund? What are we doing with respect to your personal situation? And it becomes a custom piece of wealth advice.