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Covenant News
Category: Family Business

Category Family Business

Partnerships can certainly provide a great deal of opportunity through the pooling of talents and resources. However, significant risk can also be introduced for people who tie up their capital in an …

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Category Business Succession

In order to help facilitate a successful transfer of ownership for family businesses, many advisors adhere to strict technical, financial, and legal structures that govern succession planning. However…

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Category: Family Harmony

Category Family Harmony

Communication is a two-way street with sharing of your beliefs and values and then listening to your family's response. Based on your conversations, you may end up revising and rethinking some of the …

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Category: Family Harmony

Category Family Harmony

As parents, transferring our beliefs and values to our children is of greater value than transferring our valuables. We recognize that beliefs and values will have a greater impact on their future th…

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Category: Family Harmony

Category Family Harmony

We can all think of actual examples where money damaged families. If we are not careful, possessions can be the downfall of the family. Creating a “Family Stewardship Philosophy” can turn the tables o…

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Category: Family Harmony

Category Family Harmony

As a parent, one of our greatest desires is to have a family full of strong, loving relationships. However, contrary to common belief or practice, this does not happen by default. We need to follow ce…

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Category: Family Harmony

Category Family Harmony

We talked in a previous blog about the fact that most couples find it very difficult to discuss their estate intentions with their children. The reality is, there will be a family meeting to discuss y…

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Category: Family Harmony

Category Family Harmony

Conflict, whether in families, businesses or nations, results from unmet expectations. As we’ve learned, money is not passive. It's presence will cause people to begin thinking of how to use it and in…

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Category: Family Harmony

Category Family Harmony

Six Reasons Money Can Become a Curse“Relationships are the greatest asset any family can possess. And yet, they cannot be purchased at any price. For many, the drive to gain success has ended with the…

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Category Succession Planning

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…

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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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