Mark Tetrault is a veteran Investment Advisor who leverages business acumen, two decades of experience in many areas of wealth management and an international network to help him excel as a single-source manager of comprehensive advice investment solutions and a true resource to his select client base.
What sets him apart
Working either as your primary independent advisor or in tandem with an expanded team of specialists, Mark endeavors to deliver industry-leading levels of return, goal achievement and client satisfaction through highly-tailored services and hands-on client focus. Mark believes that his unique personalized approach to consultancy provides advantages and tangible benefits compared to the traditional industry strategy of maximizing fee revenues through a high-volume client portfolio managed by junior associates.
Fusing comprehensive 360° Wealth Management & Personal Investment Solutions with responsiveness and first-hand knowledge of your investments, needs and levels of acceptable risk, Mark is able to help you to accumulate wealth, protect income, safeguard assets while proactively helping you to prevent setbacks or making mistakes along the path to achieving your established financial goals.
Areas of expertise include
Wealth management & preservation | Investment strategy | Portfolio optimization | Retirement planning | Asset & income protection strategies | Pensions | Risk management | Estate planning strategies | Financial analysis | Investment tax reduction | Residence strategy | Offshore investments | Education funding | Mutual funds | Charitable gifts | Multigenerational wealth transfer... and more.
*As of July 19, 2016. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
360 Family Office Wealth Management consists of Vito Cusano, Portfolio Manager & Investment Advisor; Francois Normandeau, Investment Advisor; Mark Tetrault, Investment Advisor, Nelson Vallacorba, Associate Investment Advisor, Angela Tosto, Client Service Associate; Brad Conklin andClient Service Associate. 360 Family Office Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank.