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Curtis Tenpenny Phillips Wealth Counsel

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Burlington, ON
Curtis Tenpenny Phillips Wealth Counsel

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The Curtis Tenpenny Phillips Wealth Counsel is an investment team from Richardson Wealth servicing the Greater Toronto Area; specifically in Guelph, Burlington, and Mississauga.

10/27/2026

: Given AI's heft, there will likely be a number of oscillations in AI excitement and the market. This could persist for many quarters or even years, which brings us to how to watch for signs the bubble is at risk.

https://ow.ly/F3WE30t074I

10/19/2026

Effective wealth planning takes place throughout the year.

However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your overall finances.

https://ow.ly/QL1R30sZX46

10/14/2026

: Perhaps the biggest commonality between gold and Bitcoin is its confusing behaviour. That may just be the reason they are diversifiers, with very different characteristics.

https://ow.ly/Scz330sZQiE

08/17/2026

: As the market impact of AI becomes more pervasive, every portfolio is exposed, shifting the question from ‘How much AI?’ to ‘What kind of exposure?’ to ‘Where is my AI exposure coming from?’

https://ow.ly/tWsw30sY5jU

07/20/2026

: Since bond yields have normalized, how you gain exposure to dividends matters more than ever. So, what is a dividend investor to do?

https://ow.ly/ATjq30sXj8t

07/06/2026

Estate planning isn’t just for your parents. If you have savings, digital assets, or a pet, having a plan helps protect your wishes and reduce uncertainty.

Read the article
Talk to a Richardson Wealth advisor.

https://ow.ly/A5Jq30sWYGb

06/29/2026

Preparing well in advance for long-term care can make a difficult transition much more manageable for you and your loved ones.

https://ow.ly/S3NM30sWQAS

06/08/2026

: Inflation is experiencing upward pressure, bond yields are trending higher, and the equity market’s pain threshold to these factors may prove higher than most think.

https://ow.ly/RTbZ30sWm3h

06/01/2026

: While the lower arm of the K-shaped economy is struggling, the upper arm is doing enough to keep total consumer spending growing. Perhaps the spread is just getting wider.

https://ow.ly/OkqN30sWawc

05/25/2026

: We’re seeing big value creation in some very narrow pockets of the market, evident in the narrow breadth of the recent advance. This is late cycle performance.

https://ow.ly/CH5x30sW0Lj

Address

1111 International Boulevard (Suite 400)
Burlington, ON
L7L6W6

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+12892882427

Website

https://web.richardsonwealth.com/curtis.tenpenny.phillips/

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