『Long View Investing with Tetrault Wealth』のカバーアート

Long View Investing with Tetrault Wealth

Long View Investing with Tetrault Wealth

著者： Rob Tetrault
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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.© Copyright 2022 All Rights Reserved. No part of this podcast may be used without permission. 個人ファイナンス 経済学
エピソード
  • Retiring at 60? These CRA Tax Traps Catch Most Canadians

    Retiring at 60? These CRA Tax Traps Catch Most Canadians
    2026/04/06

    📊 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/

    ⭐️⭐️ Retiring at 60? These CRA Tax Traps Catch Most Canadians

    Retiring around age 60 can feel like freedom, but for many Canadians, it's where tax mistakes quietly begin.

    In this video, I break down the most common retirement tax traps I see when people stop working, including how CPP, OAS, RRSP and other income sources interact, how timing mistakes can raise your tax bill, and what smart tax planning actually looks like before and after retirement.

    Whether you plan to retire at 60 or later, understanding these tax rules can help you avoid unnecessary taxes and keep more of your retirement income.

    What we cover:
    00:00 - Why This Matters
    00:41 - Tax Mistake #1
    02:29 - Tax Mistake #2
    03:57 - Tax Mistake #3
    5:25 - Tax Mistake #4
    6:52 - Tax Mistake #5
    8:06 - What Should You Do Now?

    Subscribe for new weekly videos on retirement planning, taxes, and investing in Canada!

    📩 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 #CPP #OAS #TFSA #FHSA #Retiring #RetiringInCanada
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    9 分
  • 5 RRSP Mistakes Canadians Make at 55 & Regret in Retirement

    5 RRSP Mistakes Canadians Make at 55 & Regret in Retirement
    2026/03/31

    📊 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
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    6 分
  • The New Reality of Retiring in Canada (2026 Update)

    The New Reality of Retiring in Canada (2026 Update)
    2026/03/24

    📊 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
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    10 分
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