What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
Long View Investing with Tetrault Wealth
Release Date: 05/01/2024
What $1 Million Really Looks Like in Retirement in Canada (2026)
Long View Investing with Tetrault Wealth
📊 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 $1 Million Really Looks Like in Retirement in Canada (2026) In this video, Rob breaks down what $1 million really looks like in retirement in Canada in 2026, and why it doesn’t provide the same lifestyle or flexibility it once did. Using real-world cost increases, updated retirement spending patterns, and today’s tax realities, we walk through how inflation, longevity,...
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Retiring at 60? These CRA Tax Traps Catch Most Canadians
Long View Investing with Tetrault Wealth
📊 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...
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5 RRSP Mistakes Canadians Make at 55 & Regret in Retirement
Long View Investing with Tetrault Wealth
📊 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...
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The New Reality of Retiring in Canada (2026 Update)
Long View Investing with Tetrault Wealth
📊 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...
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Your GIC Just Matured - Here’s the Smartest Move You Can Make
Long View Investing with Tetrault Wealth
📊 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/ ⭐️⭐️ Your GIC Just Matured - Here’s the Smartest Move You Can Make Your GIC just matured... now what? Before you auto-renew into another 1–5 year term, you need to understand what’s changing in 2025/2026, what the opportunity cost looks like, and when renewing actually hurts your long-term returns. In this video, I cover: ✔️ What’s changing with GIC rates ✔️ When it makes...
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5 RRSP Mistakes Canadians Make at 55 & Regret in Retirement
Long View Investing with Tetrault Wealth
📊 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...
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The New Reality of Retiring in Canada (2026 Update)
Long View Investing with Tetrault Wealth
📊 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...
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The Hidden Cost of Renewing Your GIC (No One Talks About This)
Long View Investing with Tetrault Wealth
📊 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...
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How Far Does $1 Million REALLY Go in Retirement (Canadian Edition)
Long View Investing with Tetrault Wealth
📊 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...
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Most Canadians Miss THIS Retirement Threat (Hint: It’s Not Inflation)
Long View Investing with Tetrault Wealth
📊 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...
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⭐⭐ What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
Hey folks!
Today we're looking at what the role of a portfolio manager actually entails. We touch on 13 (not 14 🤣) essential things that ALL portfolio managers in wealth management/investment advising should be doing for their clients.
Explore the intricate world of portfolio management in this video.
Whether you're a novice investor, financial enthusiast, or seasoned professional, this video delves into asset allocation, risk management techniques, and performance monitoring methods crucial for success in the portfolio manager position.
Watch now to elevate your portfolio management skills and stay ahead in the competitive investment landscape.
Like, share, and subscribe for more insightful content on finance, investing, and wealth management.
Don't miss out on mastering & understanding the art of portfolio management!
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