As families evolve, wealth follows suit. For 25 years, Mark Tetrault has been standing by his clients and anticipating those changes, developing and executing strategies to assist clients in reaching their goals. His goal-based approach has earned him the role of trusted advisor and investment manager to a group of about 100 affluent families in Montreal, Ottawa, and Toronto.
After graduating from university in 1993 with a Bachelor of Business Administration in Finance, Mark began working with an independent firm in the first half of his career. The second half of his career was spent with Canada’s two largest banks. In 2015, while at TD Wealth, he earned the status of Top 100 Advisor, being recognized as one of the firm’s elite and most trusted practitioners.
His career has come full circle, joining Canada’s premier independent wealth management firm. This entrepreneurial nature and need to serve his clientele in a more agile way drew him to establish his practice at Richardson Wealth in 2019.
Mark currently holds some of the industry’s highest designations in wealth management including Securities Advisor, Insurance Advisor, Professional Financial Planner (PFP) and Certified Investment Manager (CIM®). He lives in Hudson with his family. When he’s not serving clients, he can be found traveling, golfing, playing tennis, skiing and working with his favourite charity.