Integrity Wealth Management
Closed
3365 Harvester Rd
Burlington, ON L7N 3N2
Integrity Wealth Management, led by Certified Financial Planner Philip Evenden, specializes in providing holistic financial planning tailored specifically for privately owned family businesses. With over 30 years of experience, they focus on maximizing business wealth while safeguarding it from potential risks that entrepreneurs face.
The firm offers a range of services including family business protection solutions, transition planning, profit maximization, and legacy tax planning. By collaborating with experts, they help business owners navigate complex financial landscapes and develop comprehensive plans for future growth and monetization.
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