Through strong partnerships and trusting relationships, we provide strategic, financial, business and life counsel. We challenge and support clients to live intentionally and generously in line with their Christian values and God-given resources of time, talent and treasure.
Integrity
In every action and every decision.Excellence
The details matter.Contemplation
Praying, listening, discussion, and seeking God in His Word.Plans fail for lack of counsel, but with many advisors they succeed.
Servant-hearted
Displayed through every interaction.Biblically-directed
Faithful to the Word of God in all advice, actions and strategies.
About Us
Create a Lasting Legacy for You and Your Family
You’ve done well for yourself and your family. Your business is thriving, and now it’s time to put a business succession and retirement plan in place so you can maintain your lifestyle - and create a strong financial future for your family. Also, as a Christian, you want to make sure God is a part of your financial strategy and that you have a strong charitable giving plan in place.
A Holistic Approach to Managing Your Wealth
We take a unique, holistic approach to managing wealth and helping guide families through the spiritual and emotional aspects of financial and estate planning and business succession. Our personal wealth advisors will answer all of your questions and help you develop a personal stewardship plan that encompasses financial and estate advising, wealth management, family business and planned giving.
We’re here to help you answer your most pressing financial, estate and business succession questions, such as:
- Am I prepared for business succession?
- How will I transition to retirement?
- Are my investments integrated into a holistic financial plan?
- What legacy am I leaving for my children?
- How do I develop a stewardship plan that reflects my values and objectives?
- How do I apply biblical principles to my stewardship plans?
Integrated Wealth Advisory and Business Succession Services
Using a holistic approach to stewardship and managing wealth, Covenant integrates the following services:
- Financial Planning
- Estate Planning
- Wealth Management
- Family Business and Succession Planning
- Financial Stewardship and Philanthropy
Our Wealth Advisory and Financial Planning Team
Our team of dedicated professionals brings a broad base of experience and technical expertise in the complex areas of family wealth and business. But more importantly, we are your personal advisors and financial counsellors. Our main goal is to provide you with the expertise and guidance you need to make the right financial, business and philanthropic decisions for you and your family.
» Book your no-obligation wealth advisory consultation today.
» Read more about our wealth advisory services