Prepare To Prosper

A comprehensive financial planning process

At the Curtis Tenpenny Phillips Wealth Counsel we have created the “Prepare To Prosper Process” to help you reach your long-term retirement goals. Our unique process includes full financial planning, a personalized investment plan and a detailed tracking system so you always know if you’re on target to reach your goals. Saving for your retirement, paying down debt and saving for your children’s education are all excellent examples of financial goals that our process will track to ensure you remain on target.

We take the time to listen and fully understand the most important details of your life so we can build a customized plan tailored to your unique situation. Our practice specializes in working with executives and professionals, owners of small to medium sized businesses, entrepreneurs and women in transition. PatrickTracey and Greg have each earned the distinguished designation of Certified Financial Planner (CFP) and both Patrick and Tracey have achieved their Level II Life Insurance License. In addition, Tracey holds the prestigious Family Enterprise Advisor (FEA) designation that gives the Curtis Tenpenny Phillips Wealth Counsel a deeper understanding of the complexities inherent in advising business families.

We also believe strongly in giving back and we’re proud of our ongoing involvement with Bracelet of Hope, a grassroots organization that engages Canadian communities in the fight against HIV and AIDS in Lesotho, Africa. Through Bracelet of Hope we support health, homes and jobs and connecting local Canadian business owners with Lesotho business owners in a mutually rewarding spirit of cooperation.

We invite you to review our Prepare To Prosper Process, visit our education library and contact our team to learn more about how we can help you achieve your financial goals.

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Market research


Get the latest market insights and trends from our internal research experts.

Market Ethos

22 July 2024
Why it’s good to be Canadian
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Looking for the line in the sand
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Investor Strategy

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Second half challenges ahead
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Tax & Estate Planning


Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

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