Personal Guidance. Holistic Approach. Christian Values.

Covenant Regulatory


Covenant Planning Group Inc. provides financial and business planning, insurance and strategic tax services.

Covenant Capital Management Inc. is a Registered Portfolio Management firm serving clients in British Columbia, Alberta, Ontario and Quebec, and is a 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.

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