High net-worth Christian families doing business and wealth successfully through the generations.

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Personal Guidance. Holistic Approach. Christian Values.


Client Stories

We work with some amazing Canadian families and businesses every day. Here are just a few of their stories of hard work, faith and success.

Motoring Forward

Moving forward doesn’t have to mean letting go of what you love.

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?

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Stepping Back

David and Heather Peddie have been able to take a step back from the business and allow transition to happen in God’s timing.

Peddie Roofing & Waterproofing Ltd. is a Calgary-based commercial roofing contractor that began in 1981 with 4 employees in the Peddie’s home garage. The first 3 years were the most challenging. They took on huge financial commitments to purchase equipment and vehicles only to see changing oil prices cause a downturn in the economy which negatively impacted sales.

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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.

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.

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