Guest Interview on the Marc and Mandy Show

enFebruary 12, 2020

The Rob Tetrault Show

What was the main topic of the podcast episode?

Summarise the key points discussed in the episode?

Were there any notable quotes or insights from the speakers?

Which popular books were mentioned in this episode?

Were there any points particularly controversial or thought-provoking discussed in the episode?

Were any current events or trending topics addressed in the episode?

What was the main topic of the podcast episode?

Summarise the key points discussed in the episode?

Were there any notable quotes or insights from the speakers?

Which popular books were mentioned in this episode?

Were there any points particularly controversial or thought-provoking discussed in the episode?

Were any current events or trending topics addressed in the episode?

About this Episode

Marc:

Thanks so much. That was great. Saving and investment can be an overwhelming thing. So I've asked Rob from Canaccord to come and help us. So Rob, how are you?

Rob:

Really good. How are you Marc?

Marc:

Good. I've gotta say, why should we invest? Cause I think a lot of people at home, that's what they're asking, right?

Rob:

Yeah. The neat thing about investing is you get the power of compounding on your side, right? So a dollar starts working for you from day one. You know, if you're 30 or 35 or 25 yeah. If you can get that dollar working for you way earlier, you get that whole power of compounding on your side. It compounds the dividends, the interest they compound and you end up getting more money for you at retirement.

Marc:

And the one thing that people need to understand too is that you don't have to have millions of dollars in the bank in order to start investing. Right? Because it's that mentality, right? I need to have a certain amount before I can start.

Rob:

No, I'd start your first dollar that you save, you know, that should be in my mind, should be invested. You should take a look at some growth funds or in particular some equity funds to make sure you get that money growing for, you don't need to wait until you have 50 grand or a hundred grand or a million bucks. Those dollars need to start working for you early

Marc:

because you want to have those years before retirement. Right? Absolutely.

Rob:

Why are we saving money? Why are you and I saving money? We want to save? Because there will be a point in our lives where we're not going to be able to draw income or draw a salary. That's right there. We get old, right? Exactly. I mean, you have the gray hair, right? Or I'm in a Home.

That's right. And someone needs to pay for that. Right? So ideally you've saved, you've got retirement funds, you've, you've put money aside and that you can then draw on and pay for yourself and your retirement years. Okay

Marc:

Talk about the process because I find that what's great about you is the fact that you actually customize depending on the person.

Rob:

Yeah. I built my business around custom holistic wealth advice. So there's kind of two parts. One is the actual portfolio management. So that is me, my passion building portfolios, what I studied my whole life to do. Portfolio theory. Yeah. Risk adjusted returns. And actually it's, it's the custom-ness of the advice piece. So holistic wealth advice. I want to walk a mile in your shoes, Mark. I want to know, you know, what makes you tick. But I gotta make sure you know... are we saving for the kids? Or, you know, the retirement fund? What are we doing with respect to your personal situation? And it becomes a custom piece of wealth advice.

Marc:

So talk to me about a child's education cause I think that's a lot on, on people's minds, right? The ones that have kids. I have two kids and it's something that keeps coming up. So what are, what's your advice?

Rob:

The neat thing with our country is you get a bonus that the government will, you know, chip in some money for you if you contribute to an education plan. So you get those dollars, you get to contribute, they throw in some money so you get your money working for you, you get the government's working for money working for you. Then you get the compound that much earlier. You do have like in theory, 18 years to save, right? For the kids. Yes. Well get started early, I would say.

Marc:

Perfect. And what about retirement? Talk to me about retirement.

Rob:

Yeah, retirement is a critical one because you want to have, you want to make sure that your... the investments that you have now are, are going to be tax efficient. They're going to grow and then when you're drawing down on them, you're optimizing your tax situation at retirement. So this is a holistic wealth plan. We want to take a look at cashflow now, cashflow in retirement. Where are we going to draw the funds from in retirement? Are we taking it from this account or this account? Saving for retirement and optimizing your wealth for retirement is not a simple thing and one of the reasons people reach out to us.

Recent Episodes from The Rob Tetrault Show

Succession Planning | Key Steps for Effective Succession Management

📞 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/

⭐⭐ Succession Planning | Key Steps for Effective Succession Management

Welcome to our comprehensive guide on succession planning!

In this video, we'll walk you through the key steps for effective succession management, ensuring seamless transitions in leadership roles.

Succession planning is crucial for organizations of all sizes to maintain stability and continuity, yet it can be a daunting task without proper guidance. Our tips and strategies will hopefully help you navigate the complexities of leadership succession with confidence.

Learn how to identify and develop potential successors, create a roadmap for smooth transitions, and mitigate risks associated with leadership changes.

Whether you're a business owner, HR professional, or aspiring leader, mastering succession planning is essential for long-term success.

Join us as we dive into the best practices and actionable insights that will empower you to build a strong foundation for the future of your organization.

Don't miss out on this invaluable resource for effective succession management!

#businessnews #investmentstrategy #investingbasics #alternativeinvesting #alternativeinvestments #alts #investing #smartinvestments#businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #SuccessionPlanning

===================================================

📲CONNECT WITH US ON SOCIAL MEDIA:

YouTube ➡️ https://www.youtube.com/@RobTetrault

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://twitter.com/RobTetrault

The Rob Tetrault Show

enMarch 13, 2024

You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!)

In this insightful video, we delve into the crucial steps of post-business-sale financial planning, goal setting, and beyond!

Join us as we explore:

📊 Financial planning strategies tailored to your newfound liquidity

🎯 Setting meaningful goals to align with your vision and priorities

💼 Exploring opportunities for reinvestment or retirement planning

📈 Managing the proceeds wisely for long-term financial security

Whether you're looking to reinvest, retire, or embark on a new venture, this video is packed with actionable insights to help you navigate this exciting phase of your journey.

Watch now and take the first step towards a prosperous post-sale future! 💼💰

===================================================

📲CONNECT WITH US ON SOCIAL MEDIA:

YouTube ➡️ https://www.youtube.com/@RobTetrault

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://twitter.com/RobTetrault

The Rob Tetrault Show

enMarch 06, 2024

Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds)

In this video, Rob goes over the top 6 alternative investments to own in your portfolio.

Why stick with JUST stocks and bonds? Why not diversify your portfolio into uncorrelated asset classes for the best protection against downturn in the market?

That’s why in this video, Rob discusses asset classes that may be unconventional and overlooked yet VERY valuable in your portfolio.

These asset classes include…

Farmland

Private Infrastructure

Private Storage (Units)

Music Royalties

Private Real Estate

Private Equity

These uncorrelated alternative investments are sure to diversify your portfolio and help protect against volatility!

Tune in!

===================================================

📲CONNECT WITH US ON SOCIAL MEDIA:

YouTube ➡️ https://www.youtube.com/@RobTetrault

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://twitter.com/RobTetrault

The Rob Tetrault Show

enFebruary 21, 2024

How To Invest 20 Million Dollars

Congratulations! You've done it - you have 20 million dollars to invest. Whether that be from selling a business, owning a business, being an athlete or movie star, or from inheritance, you're in the EXTREME 0.1% of Canadians (or anyone for that matter).

If you have $20 million to invest you're likely going to seek advice and planning. The last thing you want in this situation is to lose out on potential gains and tax planning strategies. Tune in to discover the best way to maximize your 20 Million Dollars!

#businessnews #investmentstrategy #investingbasics #20Million #20MillionDollars #smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics

===================================================

📲CONNECT WITH US ON SOCIAL MEDIA:

YouTube ➡️ https://www.youtube.com/@RobTetrault

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://twitter.com/RobTetrault

The Rob Tetrault Show

enFebruary 14, 2024

The Best Ways To Protect Your Portfolio From Volatility

📞 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/

⭐⭐ The Best Ways To Protect Your Portfolio From Volatility

Discover the keys to fortifying your investment portfolio against market volatility in our latest video! 📈📉

We delve into effective strategies that emphasize a strong defense as the best offense.

Learn the significance of incorporating uncorrelated alternative assets such as real estate, music royalties, and farmland to achieve true diversification.

When the market faces challenges, these unconventional options can provide stability and resilience.

Join us as we explore the ins and outs of safeguarding your investments, ensuring you're well-prepared for unpredictable market conditions.

Don't miss out on valuable insights that can empower you to navigate through financial turbulence with confidence.

Watch now and protect your portfolio intelligently!

#smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #fiduciary #SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #AlternativeInvestments #Volatility #Diversification

===================================================

📲CONNECT WITH US ON SOCIAL MEDIA:

YouTube ➡️ https://www.youtube.com/@RobTetrault

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://twitter.com/RobTetrault

The Rob Tetrault Show

enFebruary 07, 2024

Why You Need A "Fiduciary" To Manage Your Money

📞 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

⭐⭐ Why You Need A "Fiduciary" To Manage Your Money

Today in this video, Rob goes over 5 reasons why a having a fiduciary is ESSENTIAL to building wealth.

Having a fiduciary advisor is someone who must ethically AND legally act in their clients' best interests ahead of their own, with a duty to preserve good faith and trust.

If you're picking a investment advisor or a financial advisor, why WOULDN'T you want a fiduciary to manage your wealth?

Rob goes over 5 reasons why fiduciaries are the bare minimum criteria you should look for in an advisor including things like peace of mind, transparency, tailored advice, higher threshold of compliance, and a higher threshold to become a fiduciary.

Typically, the fiduciary requirements include either a CIM or a CFA designation, a minimum amount of years of experience, and a minimum assets under management threshold to be considered a fiduciary.

Tune in to this video to become better equipped with information to help propel your wealth building journey!

#smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics #fiduciary#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities #YearEndReview #AlternativeInvestments

===================================================

📲CONNECT WITH US ON SOCIAL MEDIA:

YouTube ➡️ https://www.youtube.com/@RobTetrault

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://twitter.com/RobTetrault

The Rob Tetrault Show

enJanuary 31, 2024

How To Protect YOUR Money Against Investment Scams

📞 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

⭐⭐ How To Protect YOUR Money Against Investment Scams

In today's world, there's no shortage of people trying to steal your hard earned money.

Discover the essential strategies to safeguard your hard-earned money in this eye-opening guide on navigating the treacherous waters of investment scams.

In this video, 'How To Protect YOUR Money Against Investment Scams', Rob unveils the most common traps that unsuspecting investors fall into.

Gain valuable insights into recognizing red flags, making informed decisions, and fortifying your financial defense. Arm yourself with the knowledge needed to outsmart scammers and secure your financial future.

Don't let these scams catch you off guard - watch now and empower yourself to make safer and smarter investment choices!

#SmartInvesting #InvestmentAdvisor #PortfolioManager #businessnews #investingbasics #businessnews #investmentstrategy #investingbasics #StockInvesting #StockMarket #FinancialLiteracy #FinancialEducation #storagefacility #storagefacilities #YearEndReview #AlternativeInvestments

===================================================

📲CONNECT WITH US ON SOCIAL MEDIA:

YouTube ➡️ https://www.youtube.com/@RobTetrault

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://twitter.com/RobTetrault

The Rob Tetrault Show

enJanuary 24, 2024

investment strategies

How Alternative Investments Can Strengthen Your Portfolio | With Invico's Jason Brooks

📞 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

⭐⭐ How Alternative Investments Can Strengthen Your Portfolio | With Invico's Jason Brooks

Today, we're joined by a very special guest, President and Co-founder of Invico Capital Corporation, Jason Brooks.

Invico Capital Corporation is an award-winning Canadian investment fund management firm providing alternative investment and financing solutions in North America.

For lack of a better term, they are visionaries in the art of alternative investments.

Jason is a veteran in the industry and is one of Canada's leaders in the private debt space.

He brings in over 25 years of experience in private equity and debt financing and is responsible for structuring complex funding for small and medium-sized businesses on behalf of Invico’s managed service offerings.

You don't want to miss this interview to hear how alternative assets can help improve YOUR portfolio!

===================================================

📲CONNECT WITH US ON SOCIAL MEDIA:

YouTube ➡️ https://www.youtube.com/@RobTetrault

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://twitter.com/RobTetrault

The Rob Tetrault Show

enJanuary 17, 2024

What Does Managing $900 Million Of Real Estate Look Like? With Equiton’s Geoff Lang

📞 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

⭐⭐ What Does Managing $900 Million of Real Estate Look Like? With Equiton's Geoff Lang

In this exclusive interview, we sit down with Geoff Lang, Senior VP of Business Development at Equiton, to delve into the world of multi-residential apartment real estate investing.

Equiton offers easy access to all types of investment grade real estate through their proven, high-performing investment solutions.

They offer true diversification, full transparency, and all the benefits of real estate investing without the difficulties of financing, tenant management, building maintenance or project management.

Why own an Equiton REIT?

👉 Private REITs give you real estate exposure without needing to actively manage a property – leave the headaches and hassles of being a landlord to us.

👉 You get monthly income with consistent growth and/or significant returns from development projects.

👉 You can use your registered funds to invest (RRSP, RESP, TFSA, LIRA and RRIF).

👉 Returns are highly tax-efficient.

Tune in for an insightful conversation about real estate!

===================================================

📲CONNECT WITH US ON SOCIAL MEDIA:

YouTube ➡️ https://www.youtube.com/@RobTetrault

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://twitter.com/RobTetrault

The Rob Tetrault Show

enJanuary 10, 2024

real estate

real estate investing

real estate market

housing market

realestateinvesting

2023 Stock Market Recap & 2024 Outlook: A Year-End Review

📞 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

⭐⭐ 2023 Stock Market Recap: A Year-End Review

Join us for our 2023 holiday stock market recap as we analyze the highs and lows, trends, and significant events that shaped the stock market throughout the year!

Tune in!

===================================================

📲CONNECT WITH US ON SOCIAL MEDIA:

YouTube ➡️ https://www.youtube.com/@RobTetrault

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://twitter.com/RobTetrault

The Rob Tetrault Show

enJanuary 04, 2024

investing

financial planning

financial literacy