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Wealth Advisory and Financial Planning Experts

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Meet the Covenant Team

Covenant Family Wealth Advisors consists of a highly qualified team of skilled advisors capable of addressing a broad range of wealth management needs in both the technical and human planning. The goal of every person on our team is to ensure you receive exceptional personalized service, and that you receive the expertise and guidance you need to make the right financial and philanthropic decisions for you and your family.

Through strong partnerships and trusting relationships, we provide strategic, financial, business and life counsel.
Click and interact with the categories below to get an overview of the range of qualifications resident within our team.

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Founder, President & Relationship Manager
BTh, CFP, CFC, Birkman Certified Professional, CKA®
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Relationship Manager & Financial & Estate Planner
BBA (Hons), CFP, Birkman Certified Professional
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Relationship Manager & Strategic Planning Specialist
BA(Hons), LLB, LLM, PhD
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Sr. Financial & Estate Specialist
BCom, CPA, CA, CFP, CLU
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Family Business & Transition Advisor
BPE, DIP T, SME, Birkman Master Certified Professional
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General Manager, Family Business & Transition Advisor
CPA, CMA, CFBA, CFWA, Birkman Master Certified Professional, CKA®
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Associate Financial & Estate Planner
BBA, CFP
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Executive Coordinator - Michael Gibney
BTM, Birkman Certified Professional
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Client Service Coordinator - Mark Brandsma
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Client Service Coordinator - Rick Goossen
BA
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Insurance Administrator
BBA
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Office Manager
BA
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Marketing & Events Coordinator
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Receptionist / Administrative Assistant
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Administrative Assistant - Jeff Chapman
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Receptionist / Administrative Assistant

What do all those letters mean?

Click through the credential below for program definitions.

AAT
ACMA
BA
BA ECON
BASc
BBA
BCOM
BPE
BIRKMAN®
BSW
BTh
BTM
BSc
CA
CFBA
CFA
CFC
CFP
CFWA
CGMA
CIM
CKA
CLU
CMA
CPA
DIP
DIP T
FCSI
LLB
LLM
MBA
MSc
MSW
PEng
PhD
SME

Family. Wealth. Harmony.®

Covenant Family Wealth Advisors' certified financial advisors and business succession planning experts help guide families through the technical and emotional aspects of managing wealth, estate planning and business succession. Our experienced financial management team uses a Christian perspective that is rarely found in traditional financial planning, and we work closely with you to develop a personal Holistic Stewardship Plan that encompasses financial planning, estate planning, family business transition and philanthropy.

Biblical Perspective

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