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Helping you overcome the challenges of family business and wealth

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You know where you want to go but you need a plan to get there.

our proven 4-step process helps you achieve success, significance and peace of mind.

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Discover

we gather all your information and put it in a report.

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Dream

Imagine your preferred future.

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Design

Create your plan.

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Deliver

Implement your plan.

Our situation involved a new marriage, a group of adult children, and a successful business. Now our income and savings are being managed responsibly and our estate is in order for our children. Covenant has earned our trust and we are free to enjoy every moment of our retirement.

Brian & Sharon, Penticton, BC

I am a representative of a third-generation family business which has been in operation for over fifty years. Covenant helped guide us through succession planning, retirement and estate planning. They have been instrumental in helping our family maintain our core mission and vision, to grow and become more focused in accomplishing our dreams in business and in life.

Travis, Abbotsford, BC

As I came closer to the end of the earning phase of my vocational life, I found there were questions related to income requirements and needs of family. Covenant provided professional scenarios in possibilities, respecting our needs. In the end, our children will be provided for in ways consistent with our finances and the executor has clear guidance on how we would wish our estate to be resolved.

Brian & Lily, Newmarket, ON

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info@covenant.ca
Canada wide 1.888.629.0044
vancouver area 604.546.1100
Toronto area 416.410.1743

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COVID-19 UPDATE

Dear Clients,

In recent days, it has become increasingly evident that we are experiencing an unprecedented event around the world. The speed at which our lives have been turned upside down is breathtaking. At Covenant, we are doing our best to continue serving our clients while taking precautions to stay safe and reduce the risk of further spread of the virus. We value each of you and count it a privilege to serve you. Amidst this most trying time, we are available to discuss any concerns you may have pertaining to your finances or business. Please do not hesitate to contact us. Although the challenges are significant, we are confident we will all get through this and that brighter days are ahead.

May we each be wise, discerning and quick to help those who need it.

Sincerely,
The Covenant Team