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Helping you overcome the challenges of family business and wealth.

You know where you want to go but you need a plan to get there.

our proven 4-step process helps you achieve success, significance and peace of mind.

we gather all your information and put it in a report.

Imagine your preferred future.

Create your plan.

Implement your plan.

Our situation involved a new marriage, a group of adult children, and a successful business. Now our income and savings are being managed responsibly and our estate is in order for our children. Covenant has earned our trust and we are free to enjoy every moment of our retirement.

Brian & Sharon, Penticton, BC

I am a representative of a third-generation family business which has been in operation for over fifty years. Covenant helped guide us through succession planning, retirement and estate planning. They have been instrumental in helping our family maintain our core mission and vision, to grow and become more focused in accomplishing our dreams in business and in life.

Travis, Abbotsford, BC

As I came closer to the end of the earning phase of my vocational life, I found there were questions related to income requirements and needs of family. Covenant provided professional scenarios in possibilities, respecting our needs. In the end, our children will be provided for in ways consistent with our finances and the executor has clear guidance on how we would wish our estate to be resolved.

Brian & Lily, Newmarket, ON

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