For over 30 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. 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 a past vice-president of the Rotary Club of Guelph. I am also the Assistant Director Governor and Board member on the Foundation of Guelph General Hospital. 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®) and a Chartered Investment Manager (CIM®), I’ve also earned the Family Enterprise Advisor (FEA) designation that gives me a broadened perspective of the issues business families face.

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.

In January of 2024, Curtis Tenpenny Wealth Management Group merged with Phillips Wealth Counsel to create Curtis Tenpenny Phillips Wealth Counsel. This merger has been established to deliver heightened value to clients, capitalizing on our combined strengths and collaborative strategies.

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

For over 20 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 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 our 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.

In January of 2024, Curtis Tenpenny Wealth Management Group merged with Phillips Wealth Counsel to create Curtis Tenpenny Phillips Wealth Counsel. This merger has been established to deliver heightened value to clients, capitalizing on our combined strengths and collaborative strategies.

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

For 30 years, I have been providing investment and wealth protection strategies to high net-worth clients. A graduate of York University, I earned an Honours Degree in Economics, with a minor in German in 1991. I then spent two years working at Revenue Canada Taxation, prior to joining the Wealth Management Industry. 

Along with being a Certified Financial Planner (CFP®), I also have my Chartered Investment Managers Designation (CIM®) and Level 2 Life Insurance License. In 2006, my high business standards were recognized when I was appointed Vice-President and Branch Manager for the investment arm at one of the world’s top banks. During this time, as we navigated through the Great Financial Crisis of 2008, I grew the branch by 50% and provided leadership and guidance to both my clients and the advisors I managed. I continue to pursue my education by attending seminars and workshops, as well as networking with other professionals to ensure my clients receive the latest and most comprehensive advice and service. 

To this day, helping people is still the most rewarding aspect of my career. I believe it is important to take a fully holistic planning approach to each clients’ individual situation, where we look at the broad picture, establish long term goals and put a realistic plan in place to reach each of those goals. Ethics, trust, discipline and hard work are core values that are not only extremely important to me in my career but also in my personal life. In January of 2024, Phillips Wealth Counsel merged with Curtis Tenpenny Wealth Management Group to create Curtis Tenpenny Phillips Wealth Counsel. This merger has been established to deliver heightened value to clients, capitalizing on our combined strengths and collaborative strategies.

Equally important to me has been giving back to the community and supporting charities. I was a proud sponsor and volunteer of the SunRype TriKids series for a decade. During this time, I also helped to raise funds for POGO (Pediatric Oncology Group of Ontario). In 2013, I participated in a 3-day charity ride through the Dolomites in Italy, helping to raise over $250K for JDRF (Juvenile Diabetes Research Foundation). 

I am a devoted husband and father of two adult daughters who are now young professionals. In my spare time I am a passionate and dedicated triathlete, competing at a world class level. I invite you to invest your time with the Curtis Tenpenny Phillips Wealth Counsel to see how we can work together to build a plan to meet your long-term goals!

When you get in touch with the Curtis Tenpenny Phillips Wealth Counsel, I will often be your first point of contact. I manage the day-to-day operations of the practice and work closely with Tracey and Patrick to support the Prepare To Prosper Process for you. I am excited about the role I can play in helping you achieve your financial goals, and I am proud of the positive relationships I have established with our clients.

I joined the financial services industry in 2017 as a Marketing Associate at BMO Nesbitt Burns. A year later I moved into an Associate role and then joined Tracey and Patrick at Richardson Wealth in May of 2021. Throughout my young career I have enjoyed excellent relationships with clients built on trust, dependability, and personal attention. I genuinely want to hear about your needs, goals, and concerns so I can assist you with your unique situation.

Helping others has always been one of my core values. As a board member for Hope from Above Ministries providing community advancement and disaster relief in Haiti, I understand how important it is to help others. As an Associate supporting Tracey, Patrick and Greg, I will bring the same level of dedication and attention to detail when working with our clients. I want to help you focus on the important things in life by using my experience and expertise to assist you with your investments and retirement goals. Together we can ensure your plan is working for you so you can attend to life’s other priorities.

I have been working alongside Greg in an Administrative and Business Development role since 2015. In January 2024, Greg and I joined Tracey and Patrick to create the Curtis Tenpenny Phillips Wealth Counsel. I bring to this role my personal goal of delivering the highest level of customer service to our clients each day. There is much that happens behind the scenes administratively, but it is my hope that when dealing with our team, each client feels as though it is an effortless, efficient process and that they are well taken care of and valued.

With a background in Business Administration, I previously held a senior management role in marketing and event planning for one of Canada’s top financial services companies where I was responsible for running charity golf tournaments, corporate annual conferences, sponsorships in the cultural and arts communities, promotional merchandising, and marketing literature for the various business divisions.

A proud mom of two adult daughters, I love to spend time outdoors, travelling with my family, and am passionate about cooking and healthy living.