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Holistic Approach to Managing Wealth



Congratulations Jeff Chapman on His Recent Achievements

Business Professional/Academic Recognized for Outstanding Achievement 

Leading Global Family Enterprise Membership Association Awards Distinguished Certificate

LANGLEY, BC - JEFFERY CHAPMAN of COVENANT FAMILY WEALTH ADVISORS has been awarded the FFI GEN (Global Educational Network) Certificate in Family Business Advising (CFBA) and the FFI GEN (Global Educational Network) Certificate in Family Wealth Advising (CFWA) by the Family Firm Institute. These certificates are presented to individuals who have achieved comprehensive professional knowledge and gained significant expertise that can be used as value to family business owners and family wealth clients. This distinction further ensures that the highest standards in professional best practices will be implemented. The Family Firm Institute (FFI) GEN Certificate in Family Business Advising and the(FFI) GEN Certificate in Family Wealth Advising is designed to increase awareness and exposure to concepts, skills and knowledge necessary to optimize effectiveness as family business advisors and consultants.

“Through completion of the certificate program, JEFFERY CHAPMAN has gained a deeper understanding of the needs of family-owned enterprises and the many roles family business and non-family members play”, said Judy Green, President of the Family Firm Institute. Participants have access to cutting edge information and resources for exploring the core disciplines — behavioral science, finance, law and management science — and steps for forming collaborative teams. FFI provides multidisciplinary educational programs to advance family enterprises worldwide by enabling collaboration between family enterprise practitioners and academics, creating a global network of professionals.

The Family Firm Institute (www.ffi.org), an international professional membership organization of over 1800 individuals and organizations across 88 countries, is dedicated to providing interdisciplinary education and networking opportunities for family business and family wealth advisors, consultants, educators and researchers. It works to increase public awareness and broaden the understanding of trends and developments in the family business and family wealth fields. As the dominant form of business organization worldwide, family businesses make a unique contribution to the social vitality and economic wealth of communities. FFI seeks to increase the understanding of the family enterprise as a fundamental driver of global economic growth and prosperity.

JEFFERY CHAPMAN is Partner, General Manager and Family Business Advisor with Covenant Family Wealth Advisors. Jeffery is an experienced professional who brings a wealth of experience to all areas of financial and business management. He wears many hats within the firm, providing strategic insight to clients while overseeing the firm’s operations and its multidisciplinary team of 20 employees who serve clients across Canada.

Covenant Family Wealth Advisors is a family wealth and business advisor that helps families through the technical and emotional aspects of financial and estate planning and family business succession. Covenant works closely with their clients over extended periods of time to integrate their finances, estate, family business and philanthropy into a single, integrated Holistic Stewardship Plan. www.covenant.ca

Learn more about Jeff.

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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