The Company
Integrity Wealth Management (IWM) is a financial planning company, owned by Philip Evenden, CFP (Click here for personal bio). The vision of IWM is to establish meaningful and mutually rewarding business relationships with a select group of individuals and families in Burlington and the surrounding area. Philip focuses primarily on the needs of the "Established and Growing Entrepreneur".
Visit CashCrisisPrevention.com to discover more about our investment processes.
As a result of a change Philip made to the administrative structure of his business, Integrity Wealth Management. was established in May of 2001. Although the name and company are relatively new, the values and experience of its owner are well established. The company was formed because of Philip's desire to put a permanent name to his financial planning business.
Of this he says:
The name was chosen because it represents everything that I want my business to reflect. Being recognized as a Financial Planner who conducts business with integrity is of utmost importance, but it also leads to achieving personal and business success, because people are drawn to true value, consistency and quality advice.
The Team
Philip has brought together a team of specialists to ensure that clients receive efficient, expert and friendly service.
Your Certified Financial Planners
Philip Evenden, CFP (read bio)
Philip focuses primarily on the needs of the "Established and Growing Entrepreneur". As a business owner for the past 20+ years, Philip has the experience to help you avoid the pitfalls and realize your goals. He understands that being in business means constantly juggling half-a-dozen things at once. Philip's focus is:
"To help the business owner avoid being personally financially blindsided while they're busy building the business and caring for their family."
For more information on how Philip helps his entrepreneurial clients, visit www.CashCrisisPrevention.com | (view Philip's Client Connection Letter - .doc, 60kb).
Visit CashCrisisPrevention.com to discover more about our investment processes.
Financial Services Specialist
At Integrity, supporting our clients means providing the specific information you need when you need it. Our admin staff is ready to serve you. So whether it's answering a question about your account or helping track down your RRSP receipt, you can be assured that it will be done expertly and with a personal touch. Tracy Goris will handle your request in a timely, accurate and cheerful manner.
Client Service & Business Development
A recently created staff position, the focus here is on proactive contact with our clients and pre-clients. Anne Blinch loves to care for people and specializes in two areas. One is to bring you the information and personal service you need from Integrity Wealth Management. The second is to build awareness with entrepreneurs in Burlington about what Integrity Wealth Management has to offer to those who are not yet clients.
Other Resources
Because your financial situation is often complex, we typically work directly with other professionals to design and implement strategies that will help you to achieve your goals. We rely on a network of professionals who provide technical advice as required. These professionals include:
- Estate Lawyers
- Tax Preparer
- Chartered Accountant
- Mortgage Broker
- General Insurance Broker
If you already have professional advisors in these areas, Philip will work with them to assist you in achieving your goals.
Our Mutual Fund Dealer
FundEX Investments Inc. (view corporate profile).