You have been financially successful 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 planning strategy and that you have a strong charitable giving plan. Our certified financial and estate planners will help guide you to ensure that you have a comprehensive succession plan in place.
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 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.
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.
Throughout your holistic stewardship planning process, Covenant will provide you with supportive life counsel to help you make the best decisions, helping you plan with confidence and peace of mind.
Our four-step process has proved to be effective in helping clients develop the right financial, business and stewardship plans that allow major life transitions to happen with greater confidence and peace of mind.
We have helped many Canadian families with financial and estate planning and business succession. Here’s how a few of them described our process.
Ernie and Betty Loewen built a successful family business starting with nothing more than principles of integrity and hard work. They launched Loewen Welding & Manufacturing Ltd. 47 years ago in the heart of the Fraser Valley. The farm equipment it designs and manufactures has stood the test of time. How did they go from just 1 employee to 25, and a 27,000 sf building, selling products worldwide?
We all know things change. It is important that your plans are reviewed periodically to ensure they reflect these changes
and continue to represent your best interests. Consider the following questions:
Have there been any changes in family dynamics for you or your children? Have there been significant changes in your business? Have your plans for retirement changed? Has your net worth changed? Has your giving focus changed? Is there any area of planning that is impacting your peace of mind?
If you answered yes to any of these questions, it may be time to update your plans. Contact us today.