Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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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 ...
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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 ...
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How To Strategically Take Out Your CPP
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How To Strategically Take Out Your CPP
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60: Embracing Polarities to Harmonize Opposites in Enterprising Families
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Host Steve Legler speaks with Cathy Carroll, author of Hug of War: How to Lead a Family Business with Both Love and Logic. Together, they take a deep look at using the lens of Polarity Thinking to help family businesses work through many of the challenges they face, as well as how FEAs can use this tool to become better resources to their client fa…
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How To Retire With MORE Using Alternative Investments
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How To Retire With MORE Using Alternative Investments
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9 Steps To Choosing The Right Stock
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9 Steps To Choosing The Right Stock
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What's The Difference Between EBITDA & Net Income?
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What's The Difference Between EBITDA & Net Income?
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The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes
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The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes
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📞 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 …
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Assets vs. Liabilities: Understanding the Difference for Financial Success
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Assets vs. Liabilities: Understanding the Difference for Financial Success
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The Best 7 Investments For High Net Worth Individuals
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The Best 7 Investments For High Net Worth Individuals
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59: Mental Health Impacting Intergenerational Wealth Transfers
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In this episode, Aileen Miziolek talks with bestselling author and award-winning speaker, Dr. Thomas Deans, about the impact of mental health on intergenerational wealth transfers and how it led him to write his new book, The Happy Inheritor: How Successful Families Prepare Heirs and Transfer Wealth. Welcome to Let’s Talk Family Enterprise, a podca…
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What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing)
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📞 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 …
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What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing)
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📞 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 …
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The 7 Most Common Retirement Mistakes (And How To Avoid Them)
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The 7 Most Common Retirement Mistakes (And How To Avoid Them)
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Investment Advisor Reacts to "Financial Advice" on TikTok
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Investment Advisor Reacts to "Financial Advice" on TikTok
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58: Sustainability and ESG in Family Enterprises
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Host Steve Legler speaks with Professor Pramodita Sharma about sustainability and how family enterprises are uniquely placed to take advantage of business trends in this area. Pramodita shares inspiring stories based on her research, and points family businesses and their advisors into some promising directions. Welcome to Let’s Talk Family Enterpr…
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What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
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What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
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📞 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 …
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57: The Family Office Navigator
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In this episode, host Steve Legler speaks with Professor Peter Vogel of IMD Business School to discuss Vogel's recent book, Family Office Navigator. Together, they highlight the critical role advisors can play when business families consider setting up a family office or want to take a fresh look at what they currently have in place. Welcome to Let…
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What Makes Billionaires Different From The Rest Of Us?
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What Makes Billionaires Different From The Rest Of Us?
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Succession Planning | Key Steps for Effective Succession Management
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Succession Planning | Key Steps for Effective Succession Management
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56: The Link Between Family Business Research and Advising
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Ambreen Bhaloo, Family Enterprise Advisor, guest hosts this episode and welcomes Francesco Barbera, Associate Professor of Entrepreneurship and Strategy at The Ted Rogers School of Management for an in-depth discussion on the issue of homogeneity (all family firms are the same) vs. heterogeneity (all family firms are unique). In what ways does fami…
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You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!)
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You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!)
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9:16
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Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds)
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Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds)
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9:47
📞 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 …
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📞 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 …
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📞 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 …
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55: Rising Gen Innovation and Creativity in Family Business
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In this episode, Host and Family Enterprise Advisor, Aileen Miziolek, talks with Purpose & Identity Coach Perry Gladstone about how family businesses benefit from NextGen innovation and creativity while sharing solutions that allow all parties involved to find the agency and support they need to make it happen. Welcome to Let’s Talk Family Enterpri…
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The Best Ways To Protect Your Portfolio From Volatility
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The Best Ways To Protect Your Portfolio From Volatility
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8:09
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Why You Need A "Fiduciary" To Manage Your Money
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Why You Need A "Fiduciary" To Manage Your Money
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6:04
📞 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 …
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How To Protect YOUR Money Against Investment Scams
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How To Protect YOUR Money Against Investment Scams
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5:54
📞 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 …
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How Alternative Investments Can Strengthen Your Portfolio | With Invico's Jason Brooks
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📞 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 …
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How Alternative Investments Can Strengthen Your Portfolio | With Invico's Jason Brooks
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23:55
📞 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 …
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What Does Managing $900 Million Of Real Estate Look Like? With Equiton’s Geoff Lang
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What Does Managing $900 Million Of Real Estate Look Like? With Equiton’s Geoff Lang
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In their traditional annual “retrospective” episode, hosts Steve Legler and Ruth Steverlynck discuss highlights from some of the episodes that debuted in 2023, hoping to stimulate listeners to re-listen for great content they may have missed the first time. Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and mo…
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2023 Stock Market Recap & 2024 Outlook: A Year-End Review
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