Wealth Management
Comprehensive wealth management is more than just investment advice on a portfolio of stocks and shares. It must integrate every aspect of your financial affairs. At Covenant Capital Management*, we provide wealth management from a holistic, net worth perspective that is fully integrated with the stewardship counsel provided by Covenant Planning Group. As our client, you will continue to generate wealth through your employment or business activities while building a stable, secure pool of capital for the future. With a focus on capital preservation, we will ensure your capital is ready when you need it – and we will grow it along the way.
As a Portfolio Manager, Covenant Capital Management will provide wealth management strategies that give you peace of mind by eliminating the stress associated with managing your own wealth. Assets are managed with you and your beneficiaries’ best interests in mind.
At Covenant, our holistic approach sets us apart from other wealth managers. We provide pro-active counsel with respect to your global net worth as we incorporate both financial planning and investment portfolio management together. Even more, we apply biblical principles to all our counsel. This helps you ensure God has the priority He should in all your stewardship plans.
Questions we address: Do you understand your consolidated wealth picture? How does your long-term investment strategy complement your ultimate financial and estate plans? Are your personal stewardship convictions being represented in your planning? What is God’s intention for the wealth He has entrusted you? Does your wealth management plan protect you from the uncertainties of life? Are you being appropriately rewarded for the risks you are taking?
* Any advice, service and/or recommendations pertaining to investments will be provided by Covenant Capital Management Inc., a registered Portfolio Manager and wholly owned subsidiary of Covenant Planning Group Inc. Clients of Covenant Planning Group Inc. are under no obligation to use the services of Covenant Capital Management Inc., nor are any clients of Covenant Capital Management Inc. under the obligation to use the services of Covenant Planning Group Inc. Covenant Capital Management Inc. is registered in the provinces of BC, AB, ON and QC.