Blackmore Levy Group

Investment Planning Counsel (IPC) is a financial advisory firm based in Burlington, Ontario, dedicated to providing personalized wealth management solutions tailored to individual client needs. With a focus on human-centered advice, IPC emphasizes the importance of building engaged relationships and adapting financial plans to meet clients' evolving goals and circumstances. Offering a range of services from retirement income planning to wealth transfer strategies, IPC aims to make financial conversations less daunting and more accessible. Their advisors work closely with clients to ensure effective communication and ongoing support, fostering trust and confidence in their financial futures. Generated from the website

S & D Accounting & Secretarial, located in Burlington, Ontario, offers a comprehensive range of accounting and administrative services tailored to meet the specific needs of businesses. With over 20 years of experience in personal income tax returns and a commitment to accuracy, the firm ensures that clients receive reliable support and timely filing of their taxes. The dedicated team at S & D Accounting takes pride in handling audits and government communications, alleviating stress for business owners during challenging times. Their services are backed by a guarantee of accountability, with all work completed in-house or at the client's office, ensuring data security and accessibility through QuickBooks Cloud. Generated from the website

Integrity Wealth Management, led by Certified Financial Planner Philip Evenden, specializes in providing holistic financial planning tailored specifically for privately owned family businesses. With over 30 years of experience, they focus on maximizing business wealth while safeguarding it from potential risks that entrepreneurs face. The firm offers a range of services including family business protection solutions, transition planning, profit maximization, and legacy tax planning. By collaborating with experts, they help business owners navigate complex financial landscapes and develop comprehensive plans for future growth and monetization. Generated from the website