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Holistic Approach to Managing Wealth

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Delve Into Covenant's Inaugural Issue Of Vision Magazine

Covenant Family Wealth Advisors invites you inside Covenant culture with the first issue of Vision Magazine. The Winter 2014 edition features Ernie and Betty Loewen’s story of their family start-up business which has grown over the last 47 years into a business successfully transitioned to the next generation.

Covenant Capital Management Inc. shares insight of two new initiatives; the Covenant Fixed Income Pool and the Covenant Mortgage Pool and successes in their respective fields.

This issue also features “Building Homes with Aloha.” Cory Gaston, Office Manager at Covenant volunteered his time building houses on Oahu, Hawaii and tells of his experiences and emotions participating with the families to build their community.

Vision Magazine is a newly published magazine with a goal to provide ongoing valuable content and articles that will help inspire and guide you in your journey of stewardship.

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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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