Philip Evenden, Cfp, Clu

Philip Evenden, Cfp, Clu Email and Phone Number

Helping owner-operators monetize their life's work and pay less tax @ Farber Group
Philip Evenden, Cfp, Clu's Location
Burlington, Ontario, Canada, Canada
Philip Evenden, Cfp, Clu's Contact Details

Philip Evenden, Cfp, Clu work email

Philip Evenden, Cfp, Clu personal email

n/a

Philip Evenden, Cfp, Clu phone numbers

About Philip Evenden, Cfp, Clu

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

Philip Evenden, Cfp, Clu's Current Company Details
Farber Group

Farber Group

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Helping owner-operators monetize their life's work and pay less tax
Philip Evenden, Cfp, Clu Work Experience Details
  • Farber Group
    Director; Wealth Management - Business Solutions
    Farber Group Feb 2021 - Present
    Burlington, Ontario, Canada
  • Iwm Inc
    Insurance And Financial Planning Expert To Small Business
    Iwm Inc 2001 - Present
    3365 Harvester Road, Suite 111 Burlington, On L7N 3N2
    Integrity 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.
  • Halton Learning Foundation
    Executive Board Member
    Halton Learning Foundation Mar 2015 - Feb 2021
    Burlington, On
    Serving 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!
  • Burlington Chamber Of Commerce
    Chair, Board Of Directors
    Burlington Chamber Of Commerce Apr 2012 - Mar 2013
    Burlington, Ontario
    With 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.
  • Burlington Alliance Church
    Board Chair
    Burlington Alliance Church 2010 - 2012
    Burlington, On
  • Burlington Chamber Of Commerce
    Director, Vice Chair
    Burlington Chamber Of Commerce 2006 - 2012
    Burlington, Ontario
  • Rein Canada
    Member
    Rein Canada 2008 - 2010
  • Action Coach Business Coaching
    Client
    Action Coach Business Coaching 2007 - 2010

Philip Evenden, Cfp, Clu Skills

Entrepreneurship Strategic Financial Planning Leadership Management Investments Strategic Planning Public Speaking Sales Financial Planners Customer Service Business Planning Finance Insurance Life Insurance Corporate Tax Retirement Planning Business Valuation Wealth Management Estate Planning Financial Planning Social Networking Team Building Small Business Real Estate Financial Services Problem Solving Social Media

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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