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 started his career with a major Canadian life insurance company where he held sales and management positions. He founded Integrity Wealth Management Inc. in 2001 and in 2009 he began to focus exclusively on the needs of small business.
With strong communication skills and an eye for detail, Phil’s clients know that he is focused on their best interests. Philip is capably supported by a growing team of specialists in administration, tax, investment expertise and underwriting. Together, this team is setting new standards of excellence in serving clients and building lifetime relationships.
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.