Integrity Wealth Management Inc.

I just finished my final exam for the first course (of 3), to complete my CLU designation. (90%overall - yay!) Chartered Life Underwriter is arguably something I should have done a long time ago - . It is really the hallmark of advanced life insurance professionals, especially important in working with business owners looking to reduce their tax exposure in these scary times.

There are six critical themes that every business owner needs to consider when planning for the financial health and well being of their operation. Different themes apply at each stage of the business lifecycle, but they all dovetail together to create a firm foundation. What stage of your business are you currently in? Have you addressed the critical themes necessary to protect your business and family?

Critical Themes to a Sound Financial Plan Every business is on a journey. No matter the industry, service or product produced, they all move through a lifecycle.

How to prepare for the unexpected is a theme that, as business owners, has never resonated more clearly than it has this year.

Each business is unique, but there are key foundational themes that business owners should consider when planning, no matter which stage of the business lifecycle they are in.

Foundations – why planning is important for business owners As I was driving through my neighbourhood recently, I rounded a corner to see a large back-hoe tearing into what was left of a house. I’ve always wanted to watch that process as I find it fascinating, but I seem to always miss the big day.

As the saying goes, everything old is new again. Interesting perspective on how businesses have shifted in time of crisis.

3 Obsolete Business Strategies That the Pandemic Has Revived The coronavirus crisis revealed the fragility of conventional wisdom and will revive three long-discredited concepts.

The reality is that not having a plan is a plan...

Whittier Trust BrandVoice: How To Create An Estate Planning Blueprint When it comes to estate planning, not having a plan is a plan. But not a good one.

Inspiring Entrepreneurs Series - A Conversation with John Romano Unless you're new to the Halton Region, the name "John Romano" is synonymous with the word "BEER" in this area. Did you know John started the business almost 30 years ago? In this episode, John shares some straight talk with Phil about the challenges of navigating the waters of a competitive industr...

Great to see the life insurance companies stepping up and taking the opportunity to enhance their client offering and relationships. Well done!

Canadian insurance companies predict changes to premiums, virtual care after COVID-19 Canada’s most prominent insurance companies are ramping up their virtual care offerings amid the global pandemic