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Let Our Clients Tell You Their Stories

Testimonials

Below you will find the stories of just a few of our clients whom we have worked with over the years to assist with their financial planning, succession planning and philanthropic needs. Read how Covenant has helped them in their stewardship journeys.

free to enjoy every moment of our retirement

Brian & Sharon, Penticton, BC

"With the guidance of Covenant Planning Group, we were able to create a comprehensive estate plan, including all aspects of our rather complex financial lives. They have a unique ability of looking at the big picture, and then breaking it down into short-term manageable steps."

Always keeping the big picture in mind

Lucidea & James, West Vancouver, BC

"The input into our financial re-structuring and integrated tax planning has been invaluable. You have the ability to explain our options in terms we understand; where to start, what we do, how, while always keeping the big picture in mind."

A Sure hand to guide us

Brian, Richmond Hill, ON

"It was so encouraging to have a sure hand to guide us through questions and provide counsel on how we might best decide on a variety of issues. I am grateful for their expertise and would willingly suggest their services to others."

Enlightening

Art

"Overall we have been astounded at the depth to which the Covenant team has comprehensively addressed our investment, estate and financial planning including our charitable goals. I would be happy to speak with anyone interested in working with Covenant."

they've truly set themselves apart

Travis, Abbotsford, BC

"Covenant has been instrumental in helping our family maintain our core mission & vision, while encouraging us to grow and become more focused in accomplishing our dreams in business and in life."

Peace of Mind

John and Stephanie

"I am writing to thank Covenant Wealth Advisors, specifically Rob Radloff, for the recent help with putting our financial and estate affairs in order."

Questions?

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.