Integrity Wealth Management Inc.

10/05/2020

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.

05/23/2020

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?

Every business is on a journey. No matter the industry, service or product produced, they all move through a lifecycle.

05/16/2020

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.

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.

05/01/2020

Ask, no - demand that our leaders actually LEAD by taking a pay cut like the rest of us...

A citizens advocacy group dedicated to lower taxes, less waste and accountable government.

04/30/2020

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

The coronavirus crisis revealed the fragility of conventional wisdom and will revive three long-discredited concepts.

04/27/2020

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

When it comes to estate planning, not having a plan is a plan. But not a good one.

04/23/2020

We specialize in helping business owners ensure that they have all the right pieces in place and develop a roadmap to get you there. If you have questions about how to get started, or need a complimentary review, send me a message and let's chat.

CTV's Chief Financial Commentator Pattie Lovett-Reid discusses the importance of estate planning during the pandemic and what it looks like.

04/17/2020

The tendency is to measure business assets by the value on our financial statements. Business longevity can be more complex; this is an interesting read on the various assets we don't often consider.

The desire of every successful business owner is to extend the life of their business beyond the first generation. Although this desire is a common desire. It fails 90 per cent of the time. According to global research, only 10 per cent of family businesses will celebrate their 100th year anniversar...

04/15/2020

As we continue to move forward through these times where everything changes daily, isn't it time to ensure your business and family are properly protected?

The coronavirus pandemic has created a state of fear and anxiety for millions of people, for obvious and expected reasons. Currently, the crisis has halted much

04/09/2020

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...

04/06/2020

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

Canada’s most prominent insurance companies are ramping up their virtual care offerings amid the global pandemic

04/03/2020

With so much information coming out on a daily basis, we're on overload! It's confusing to get a clear line to access the resources that will help all of us get through this crisis. The CDN Chamber of Commerce has a great Business Resilience Resource.

Join our COVID-19 mailing list for key announcements, updates on the latest information and available resources and programs to support you and your business. This includes updates on the development of a comprehensive microsite that will serve as a central hub for information, tools, and engageme...