Philip Evenden, CFP

An Insurance Expert who understand the Complexities of Financial Planning for Entrepreneurs

Unlike typical financial planning that is focused on investments and often over-simplifies what you face as a business owner, I use a proven holistic planning process to maximize the wealth your business creates and minimize many of the risks you face. By creating a detailed roadmap unique to each client family, exposure to most of the ‘creditors and predators’ that can destroy Family Business Wealth is eliminated. Understanding the complexities of each situation, I devise a clear plan that helps business owners get from where you are now to where you want to be. None of this is magic; it just takes time, patience, know-how, and teamwork.

Taking you From Confusion to Clarity

Business & Family Protection Solutions

What are the “safety nets” and “fences” you need?

Family Business Transition Planning

How do you create a lucrative exit while keeping the business viable and growing for the future?

Maximizing & Realizing Business Profits

How do you tax-efficiently grow free cash flow for your benefit and that of your family?

Legacy & Tax Planning

What are your plans to turn business wealth into enduring family wealth?

Philip Evenden is a Certified Financial Planner with over 30 years’ experience in the financial industry, specializing in privately owned family business.  Working closely with a team of experts, he assists entrepreneurs in identifying the unseen but potentially perilous gaps in planning that could leave both their family and business at great risk.

Phil works with owner/operators of businesses who are great at what they do. Typically, they have sales between $2 to $30 million dollars annually. They are growing, established profitable enterprises. They are frustrated or worried that they are not getting any proactive advice from their CPA, paying too much tax, and that most of their net worth is tied up in the business.

They may be thinking about some form of exit from the business in the next 5 – 15 years, but as the “value proposition” of the operation, they are unclear about how to best move forward. Often, they already have some of the pieces in place, but they have no overarching PLAN to MONETIZE their work and connect all those pieces.



111-3365 Harvester Road

Burlington, ON L7N 3N2


Questions? Send me an email