About Covenant
Covenant Planning Group was established in the year 2000 as Ronald Blue & Co, Canada, Inc., drawing on the resources and experience of Ronald Blue and Co. LLC, a nationally recognized US firm serving over 5,000 clients and managing in excess of four billion dollars. Its name was changed in 2004. In those short eight years of history, the company has enjoyed significant growth in its services, clientele and assets under management.
Since its inception, Covenant has sought to develop the skills and technical knowledge necessary to deliver excellent counsel in the core areas of Family Business, Wealth Management, Financial & Estate and Philanthropy.
Today, Covenant is a Family Wealth Advisory firm serving clients in BC, Alberta and Ontario. Utilizing the experience of its various divisions and investment affiliates, Covenant is able to offer first-class expertise and guidance in wealth management. The planning process provided enables clients to make God-honoring decisions regarding the development of an overall Stewardship Plan.
An external Board of Directors, namely Ron Blue, Malcolm Seath, Henry Block and Kari Yli-Renko, provide the corporate strategic direction and oversight to Covenant�s operation.
