Meet our team

 

Tracey Curtis CFP, FEA, CIMĀ®
Vice President, Investment Advisor
Tel: 289.288.2427

For over 25 years I’ve been providing families with solutions that support their financial goals. I’m driven in life by a genuine interest in helping people and I’m keenly interested in creating peace of mind for my clients. I enjoy forming long-term relationships with families and I proudly continue to serve families who have been with me since my first year in practice.

Serving in a role that benefits others has always been a big part of my life. I am currently the vice-chair of Bracelet of Hope, an organization committed to ending the AIDS pandemic in Lesotho, Africa, and I’m the vice-president of the Rotary Club of Guelph, an organization that finds new ways to create lasting change in the community. As an advisor, I bring the same dedication to finding creative solutions to your financial plan. I’ll work diligently to create a customized plan for you and I’ll collaborate with other professionals to support your needs if they extend beyond my scope. In addition to being a Certified Financial Planner (CFP), I’ve also earned the Family Enterprise Advisor (FEA) designation that gives me a broadened perspective of the issues business families face — including multi-generational transition.

I know clients may have an unexpected event in their personal or professional life. I’ve worked with individuals who have lost their spouse, had unforeseen job changes and families who are dealing with complicated estate matters. When you and I work together, we will use our “Prepare To Prosper Process” that utilizes our vast financial planning experience and has a proven method of keeping you on track to achieve your stated financial goals. My focus is to understand all the details in your life so we can ensure your financial plan reflects your long-term and changing needs.

Please contact me if you want to talk about what kind of financial solutions you need and how I can help address them with the Prepare To Prosper Process.

 

Patrick Tenpenny CFP
Vice President, Investment Advisor

Over the last 17 years as a Certified Financial Planner (CFP), I’ve learned the best way to achieve your goals is through an ongoing financial planning process. I enjoy helping people create a structured plan for their finances and I’m most interested in your long-term financial success. I’m passionate about getting a plan in place for you today and staying involved through the ongoing "Prepare To Prosper Process” to help you get where you want to be in retirement.

I work with a range of clients including business owners and entrepreneurs, people who worry they can’t retire as planned and busy families who want to delegate financial planning. My time outside of work is filled with my children’s many activities including volunteering and coaching minor hockey so I understand your focus needs to be on what’s most important to you. When you meet with me, I’ll take the time to understand your goals and listen to your questions so I can create a comprehensive plan to wrap around the details. After that, we’ll revisit your plan at least twice a year to ensure you’re on the right track.

As a parent of growing kids, I understand the desire to have a plan to protect your family that includes things like education, retirement and transfer of wealth. Most of my clients are similarly focused on planning and want to achieve their retirement goals by working with a caring professional. I’m honoured to oversee this important part of your life and pride myself on having the knowledge to create a personalized plan that addresses your unique situation.

Please contact me if you want to talk about how I can help organize your finances with the Prepare To Prosper Process and a plan tailored to your needs.