Business development associate
Tétrault Wealth Advisory Group/Canaccord Genuity Wealth Management
Years in the industry: 3
When Tétrault Wealth Advisory Group took home Digital Innovator of the Year at the 2019 Wealth Professional Awards, it was, for Jean Moquin, a validation of a chance he’d taken years earlier. “I approached my friend Rob Tétrault in April 2017 through a cold call,” he says. “I asked him if he needed assistance with online marketing and business development for his practice. I had always wanted to get into the wealth industry and knew there was a need for digital innovation. As a passionate online marketer and always intrigued by the stock market, I relished the opportunity to grow both the Tétrault Wealth Advisory Group and the Canaccord Genuity Wealth Management brands online.”
Moquin has implemented and beta tested a new email marketing service provider for Canaccord Genuity Wealth Management, along with creating a semi-automated digital marketing system that has generated more than $110 million in AUM in just under two years. He’s also helped Tétrault grow an unrivalled social media presence.
Now Moquin has his sights set on helping the Tétrault Wealth Advisory Group keep increasing its AUM. “I would also love to do some public speaking to share my knowledge and experience with digital marketing in the wealth industry,” he says. “And I want to keep providing value on online marketing and wealth management to those who need it and to those who want to make a positive difference in people’s lives.”