Philip Evenden, Cfp, Clu Email and Phone Number
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Philip Evenden, Cfp, Clu personal email
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I help business owners monetize their life’s work and pay less tax through proven, predictable planning and strategiesEntrepreneurs creatively fix problems while making a profit. But that profit can be diminished or even lost to management error, market forces, high taxes and investment mistakes.With all the risks you assume when you own and operate a business, doesn’t it make sense to mitigate the risks that you do have some control over?The problem is that most business owners don’t know what they don’t know when it comes to truly reducing risk, and traditional planning misses a lot of opportunities to maximize wealth and minimize risk.There are 6 Critical Themes that every business must get clear on and plan for if the owner is to maximize the wealth potential of their business.Our proprietary WealthMAX Process identifies areas that need attention and the action steps to set things right. We also work with your accountant and lawyer to be sure our collective work is aligned to your goals.If you want an Action Plan that is clear, with deadlines and accountabilities for each item or phase of change required, you need a process that will take you there and not miss anything.Learn more at www.planwithintegrity.com
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Director; Wealth Management - Business SolutionsFarber Group Feb 2021 - PresentBurlington, Ontario, Canada -
Insurance And Financial Planning Expert To Small BusinessIwm Inc 2001 - Present3365 Harvester Road, Suite 111 Burlington, On L7N 3N2Integrity Wealth Management Inc. specializes in tax-free wealth creation and preservation for business owners, professionals and their families. Through proven strategies and your existing cash flow, we create not only tax-free cash, but more of it! With our strategies working for you; you can predictably maximize wealth for yourself, your family, and for charitable causes that are meaningful to you.
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Executive Board MemberHalton Learning Foundation Mar 2015 - Feb 2021Burlington, OnServing as Chair of the HLF Board of Directors of this important charity is a pleasure. I absolutely love that we directly impact students in Halton District Schools by ELIMINATING financial BARRIERS to their school experience. Ask us about the many STORIES of how the HLF has helped. At the 2016 @burlingtoncofc Chamber Business Excellence Awards the HLF was nominated in the Not-For-Profit category! And in 2017 - the HLF was nominated again! -
Chair, Board Of DirectorsBurlington Chamber Of Commerce Apr 2012 - Mar 2013Burlington, OntarioWith a keen interest in the success of Burlington business, serving as chair of the local Chamber of Commerce provides opportunity for greater visibility in support of business issues and concerns at local, regional and provincial levels. -
Board ChairBurlington Alliance Church 2010 - 2012Burlington, On
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Director, Vice ChairBurlington Chamber Of Commerce 2006 - 2012Burlington, Ontario -
MemberRein Canada 2008 - 2010
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ClientAction Coach Business Coaching 2007 - 2010
Philip Evenden, Cfp, Clu Skills
Frequently Asked Questions about Philip Evenden, Cfp, Clu
What company does Philip Evenden, Cfp, Clu work for?
Philip Evenden, Cfp, Clu works for Farber Group
What is Philip Evenden, Cfp, Clu's role at the current company?
Philip Evenden, Cfp, Clu's current role is Helping owner-operators monetize their life's work and pay less tax.
What is Philip Evenden, Cfp, Clu's email address?
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What is Philip Evenden, Cfp, Clu's direct phone number?
Philip Evenden, Cfp, Clu's direct phone number is +190557*****
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Philip Evenden, Cfp, Clu has skills like Entrepreneurship, Strategic Financial Planning, Leadership, Management, Investments, Strategic Planning, Public Speaking, Sales, Financial Planners, Customer Service, Business Planning, Finance.
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