Integrity Wealth Management

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3385 Harvester Rd
Burlington, ON L7N 3N2
+1 (905) 631-6345
https://planwithintegrity.com

Integrity Wealth Management, located in Burlington, ON, is led by Philip Evenden, a Certified Financial Planner with over 30 years of experience specializing in financial planning for privately owned family businesses. By utilizing a proven holistic planning process, Evenden helps business owners navigate the complexities of financial management, ensuring their wealth is maximized while minimizing risks.

Focused on entrepreneurs with annual sales between $2 to $30 million, the firm addresses the unique challenges faced by growing and profitable enterprises. With a comprehensive approach to business transition, profit maximization, and legacy tax planning, Integrity Wealth Management aims to provide clarity and actionable strategies for business owners contemplating their future.

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