Integrity Wealth Management Inc.
111-3365 Harvester Road L7N 3N2 Burlington, ON, Canada

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 - #betterlatethannever. 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. #continuingeducation #lifeinsurance #taxplanning #Entreprenuership #familybusiness

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?

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. #business #entrepreneurship #businessfinancialplanning #entrepreneurlife https://www.linkedin.com//foundations-why-planning-importa

Ask, no - demand that our leaders actually LEAD by taking a pay cut like the rest of us... https://www.taxpayer.com/en/mps-need-to-cut-their-own-pay

As the saying goes, everything old is new again. Interesting perspective on how businesses have shifted in time of crisis. https://www.inc.com//3-obsolete-business-strategies-that-p

The reality is that not having a plan is a plan... https://www.forbes.com//how-to-create-an-estate-planning/