Covenant Family Wealth Advisors consists of a highly qualified team of skilled advisors capable of addressing a broad range of wealth management needs in both the technical and human planning. The goal of every person on our team is to ensure you receive exceptional personalized service, and that you receive the expertise and guidance you need to make the right financial and philanthropic decisions for you and your family.
Through strong partnerships and trusting relationships, we provide strategic, financial, business and life counsel.
Click and interact with the categories below to get an overview of the range of qualifications resident within our team.
Click through the credential below for program definitions.
Associate Accounting Technologist AAT Accounting technology program can be completed in two years allowing professionals to study a business based on its financial patterns and record-keeping systems. The program provides learning opportunities in tracking costs and profits, creating ledgers or journals, understanding practical accounting and using basic accounting technology with general skills in problem solving, verbal and written communication, decision making and teamwork. An associate's degree program in accounting technology can lead to careers in bookkeeping as well as accounting areas of manufacturing, retail or service industries.
Associate Chartered Management Accountant ACMA
A Bachelor of Arts BA is a bachelor’s academic degree and is an undergraduate course of study or major that generally lasts four years. The goal of a Bachelor of Arts is to obtain a well-rounded education with a good grounding in one particular subject.
A Bachelor of Arts degree in Economics BAEcon combines an education in economic theories, systems and models with liberal arts courses, such as language. The degree program qualifies the student for a career in finance, business or government.
The Bachelor of Applied Science BASc is an undergraduate degree that takes longer than a basic traditional degree (four to six years) because of the specialized technical skill level and professional development requirements.
In Canada, the Bachelor of Applied Science (BAS) is equivalent to the Bachelor of Engineering, and is classified as a professional degree. The Bachelor of Applied Science (BAS) degree is designed to grow professional management skills of the learner and meet the demand for leadership of highly technical professionals in the workplace.
Most people who pursue this degree are already experienced professional adults that are working towards an advanced graduate degree or interested in upward mobility in their field.
The Bachelor of Business Administration (BBA) is a bachelor's degree in commerce and business administration. In most universities, the degree is conferred upon a student after four years of full-time study in one or more areas of business concentrations.
A Bachelor of Commerce degree BCom is designed for first-time university students. The degree provides an overview and foundation of commerce and business. A bachelor's degree in commerce equips you with the skills and knowledge needed to coordinate, regulate and manage employees and business processes. The general business knowledge you will acquire includes accounting, law and marketing. While learning general business skills you will specialize in one subject such as economics, statistics or finance.
A Bachelor of Physical Education BPE is a bachelor degree. In many Canadian universities it has been replaced by a Bachelor of Kinesiology. The degree can include topics such as sport science, coaching, and outdoor education.
The Birkman Method® Certification Program provides an opportunity for performance consultants, organizational psychologists and HR personnel to maximize the full potential of The Birkman Method® to achieve higher levels of performance from individuals and teams. The Birkman Method® has been successfully used in the areas of coaching, building teams, organizational alignment and career management.
Bachelor of Social Work BSW degree is a four-year undergraduate degree. Usually the first two years consist of liberal arts courses and the last two years focus on social work classes in human development, policy/law, research, and practice. Programs accredited by the Council on Social Work Education require BSW students to complete a minimum of 400 field education or internship hours.
The Bachelor of Theology BTh is a three to five year undergraduate degree in theological disciplines. Candidates for this degree typically must complete course work in Greek or Hebrew, as well as systematic theology, biblical theology, ethics, homiletics and Christian ministry. It does not require a thesis but is often a year longer than a Bachelor of Religious Education or Bachelor of Arts.
Bachelor Business Tourism Management BTM The Bachelor of Business Tourism Management Degree program is awarded to those who complete the four year study that prepares students for managerial-level positions. The program emphasizes leadership, strategic and business management expertise, as well as industry-specific skills in areas such as marketing research, promotions, product development, tourism policy and planning, and risk management.
A Bachelor of Science BSc In Canada, a bachelor's degree in science is generally a four-year undergraduate degree typically used in engineering, computer science, mathematics, economics, and the natural sciences. In some cases it is used in professional studies of areas involving law, medicine, business, hospitality, nursing, or architecture.
Chartered Accountant CA were the first accountants to form a professional body, initially established in Britain in 1854. The title is an internationally recognized professional designation.
In Canada, Chartered Accountants belong to the Canadian Institute of Chartered Accountants ("CICA") by way of membership in at least one provincial/territorial institute (or ordre in Quebec). In order to become a CA, a candidate requires an undergraduate degree plus articling experience and, depending on the province, additional education. Candidates in all provinces are required to pass the 3-day Uniform Evaluation ("UFE").
Chartered Accountants work in all fields of business and finance, including audit, taxation, financial and general management. Some are engaged in public practice work, others work in the private sector and some are employed by government bodies. Chartered Accountants' institutes require members to undertake a minimum level of continuing professional development to stay professionally competitive. They also offer opportunities for professional networking and career and business development.
Certificate in Family Business Advising CFBA is an integrated program of advanced interdisciplinary educational offerings for family enterprise professionals. In 2000, FFI* took the further step of institutionalizing a formal program for multidisciplinary education in the field of family enterprise. Two certificates were created, a Certificate in Family Business Advising and a Certificate in Family Wealth Advising. * Family Firm Institute Inc.
The Chartered Financial Analyst CFA Program is a professional credential offered by the CFA Institute to investment and financial professionals. It is a prestige credential that enhances your worth and credibility as a financial professional and is a valuable credential certifying you as having in-depth knowledge of security types and investment vehicles. It also indicates that you are an expert in quantitative methodologies for analyzing securities, such as assessing their value and identifying their underlying risks.
A candidate who successfully completes the program (passing all three exam levels) and meets other professional requirements is awarded a "CFA charter" and becomes a "CFA charterholder."
The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge you need in today’s investment industry. It also emphasizes the highest ethical and professional standards.
To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
The purpose of this designation is:
It is our hope that God will use this group to serve Him and His community by utilizing their gifts forHis purposes. A network of Advisors with transformed hearts and the application of sound biblicalprinciples in their practice will have a profound impact on your churches, communities, charitable organizations and our country.
Certified Financial Planner CFP is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. Earning CFP certification (a voluntary designation held by more than 17,500 planners in Canada) is a rigorous process involving education, examination and work experience requirements. Professionals also keep up-to-date through completing 30 hours of continuing education each year and the agreeing to abide by the Standards of Professional Responsibility of CFP® Professionals and FPSC® Registered Candidates.
Certificate in Family Wealth Advising CFWA is an integrated program of cross-disciplinary education that provides interdisciplinary education for family enterprise professionals. In 2000, FFI* took the further step of institutionalizing a formal program for multidisciplinary education in the field of family enterprise. Two certificates were created, a Certificate in Family Business Advising and a Certificate in Family Wealth Advising. * Family Firm Institute Inc.
Chartered Global Management Accountant (CGMA) is a professional management accounting designation issued beginning in January 2012.
Chartered Global Management Accountant (CGMA), a proprietary designation for management accountants, is powered by two of the world’s most respected accounting bodies, and advances the global discipline of management accounting. The CGMA demonstrates management accounting expertise, determination and commitment to achieving sustainable business success. The issuing body is a joint venture owned by the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA). The designation is available to all members of CIMA and to AICPA voting members with management accounting experience who commit to a program of continuing professional education.
Consistent with other roles in today's corporation, management accountants have a dual reporting relationship. As a strategic partner and provider of decision based financial and operational information, management accountants are responsible for managing the business team and at the same time having to report relationships and responsibilities to the corporation's finance organization.
The activities management accountants provide inclusive of forecasting and planning, performing variance analysis, reviewing and monitoring costs inherent in the business are ones that have dual accountability to both finance and the business team. Examples of tasks where accountability may be more meaningful to the business management team vs. the corporate finance department are the development of new product costing, operations research, business driver metrics, sales management scorecarding, and client profitability analysis. Conversely, the preparation of certain financial reports, reconciliations of the financial data to source systems, risk and regulatory reporting will be more useful to the corporate finance team as they are charged with aggregating certain financial information from all segments of the corporation.
The Chartered Investment Manager CIM® designation meets the regulatory requirements to be able to provide discretionary portfolio management in Canada.
Achieving and maintaining the CIM® designation ensures credibility in the eyes of clients, peers, employers and regulators. It demonstrates proficiency and adherence to professional standards that qualifies holders for registration with provincial securities commission as a Portfolio Manager, Advising Representative or an Associate Advising Representative or to be able to conduct discretionary portfolio management services for clients with an IIROC member firm.
The Chartered Life Underwriter CLU® designation is Canada's premier wealth transfer and estate planning designation. The CLU® is an advanced designation that expands on the knowledge gained in the CFP® education program with a focus on estate planning and wealth transfer.
The CLU® designation provides the education needed to differentiate one's practice in complex wealth and estate-transfer markets placing CLU® designation-holders in the unique position of helping Canadians build and preserve wealth.
The CLU® is recognized as an elite designation in the financial services industry and is respected by clients and financial practitioners alike.
Certified Management Accountant CMA Society of Management Accountants of Canada, provides a foundation in accounting, management and strategy - using both financial and non-financial information to direct tactical and operational decision-making in industry and government. Subject matter includes strategy, management accounting, corporate finance, operations management, internal control, financial accounting, statistics and economics, with an emphasis on ethics. Certified Management Accountants of Canada (CMA Canada), through its provincial and territorial affiliates, grants the CMA professional designation in accounting and is responsible for standards-setting, accreditation and the continuing professional development of CMAs.
CMAs apply expertise in accounting, management and strategy to ensure corporate accountability and help organizations maintain a long-term competitive advantage.
Chartered Professional Accountant
Diploma of Social Services UFV's two-year Social Services diploma program will establish a strong foundation for your career in the human services field. Your studies will prepare you for a career at the paraprofessional level in social services.
Community and social service workers administer and implement a variety of social assistance programs and community services, and assist clients to deal with personal and social problems. They are employed by social service and government agencies, mental health agencies, group homes, school boards, correctional facilities and other establishments.
Diploma of Technology
The Fellow of the Canadian Securities Institute FCSI is the highest honour and most senior credential in Canadian financial and investment services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
The Bachelor of Laws LLB– Is an undergraduate three-year Law degree. A program that prepares individuals for the independent professional practice of law, for taking state and national bar examinations, and for advanced research in jurisprudence. Includes instruction in the theory and practice of the legal system, including the statutory, administrative, and judicial components of civil and criminal law.
The Master of Laws LLM is an advanced academic degree, pursued by those holding a professional law degree.
The Master of Business Administration MBA is a master's degree in business administration. The MBA programs are designed to introduce students to the various areas of business such as accounting, finance, marketing, human resources, operations management, etc. MBA programs have the option of taking general business courses throughout the program or can select an area of concentration and focus approximately one-fourth of their studies in this subject.
Masters of Science in Applied Finance MSc aims to enhance practitioners’ knowledge and skills in applied finance. It provides a strong foundation in the principles, practices and operations of international and domestic financial markets focusing on applying updated and relevant knowledge in real world situations. The curriculum also prepares students to pursue the Chartered Financial Analyst (CFA) designation. Graduates can expect to equip themselves with the “hard” critical analytical and problem-solving skills and the “soft” people and communication skills to advance their careers in the fund management, banking and finance industries.
Masters of Social Work MSW is a master's degree in the field of social work.In Canada, the MSW is considered a professional master's degree and is accredited by the Canadian Association of Schools of Social Work (C.A.S.W.E).
You are required to have a recognized bachelor degree in a related field. There are a number of specializations (i.e. gerontology, children and their families, mental health, social service administration, social justice and diversity), and have opportunities to pursue their MSW's with a variety of collaborative programs, such as Addiction Studies, Sexual Diversity Studies, and Asia-Pacific Studies etc.
The PEng. is a professional license. When you hold a PEng., you are licensed to practice engineering in the province or territory where it was granted. The license also gives you the right to use the letters PEng. after your name. It tells the world that you are a Professional Engineer, that you're committed to enhancing people's quality of life, health, safety and well-being, and dedicated to protecting the environment.
To obtain a PEng., you need to graduate from a rigorous engineering program accredited by the profession, or a program offered outside Canada that is recognized by the profession through an international agreement. You also need the right experience—two to four years of on-the-job internship completed under the supervision of a PEng.You must register with a provincial or territorial licensing body and write a professional practice examination. The PEng. tells both employers and the public that you:
Are legally and ethically responsible for your work, and hold public safety paramount; Maintain the highest levels of competence, as judged by your peers; Continually upgrade your knowledge; and Adhere to a strict code of ethics.
A PEng. represents the highest standards of engineering knowledge, experience and professionalism in the country.
Doctor of Philosophy PhD, a postgraduate academic degree awarded by universities. The academic level known as a Doctorate of philosophy varies considerably according to the country, institution, and time period, from entry-level research degrees to higher doctorates. A person who attains a doctorate of philosophy is automatically awarded the academic title of doctor.
Sales and Marketing Executive SME. It is important to recognize marketing and sales professionals who have met and surpassed high standards of education, experience, knowledge, and ethical conduct. Sales & Marketing Executives International, Inc. (SMEI) has established sales certification and marketing certification programs for professionals to complete in order to be able to use its professional designations.
The Certified Kingdom Advisor® Designation offers training and distinction to financial professionals who want to go deeper with their clients—and their career. With this certification, financial advisors can elevate their practice to a higher level of expertise and understanding, as well as offer their clients peace of mind and purpose in stewarding their wealth.