The Conversation Starts Here.

Contact us toll free at 1.888.629.0044

News, Articles and Resources

Covenant News
Category: News

Category News

The recent Canadian federal budget, presented to the Canadian House of Commons on March 21st of this year, announced certain changes to tied insurance structures commonly referred to as the “10/8” …

READ MORE

Category: News

Category News

Click here to read about Covenant's Distinctive Approach and how we focus on addressing the three beacons of family wealth continuity: healthy family relationships, responsible stewardship of wealth i…

READ MORE

Category Business Succession

Family. Wealth. Harmony. Covenant understands the intricacies that accompany any family business, and we know that a strong plan is necessary to guide a path through those complexities for both t…

READ MORE

Category: Wealth Management

Category Wealth Management

At the start of a new year it is also important to review the goals you have put in place for your various investment accounts. If you have multiple accounts spread over various institutions, there a…

READ MORE

Category: Wealth Management

Category Wealth Management

At the beginning of a new year , it is always a good idea to review the goals you’ve established regarding your investment accounts as well as to take stock of the opportunities permitted within a new…

READ MORE

Category Business Succession

Despite many owners’ hopes to exit their businesses within the next decade, most of them have avoided the planning required to do it successfully. This puts at great risk the value they have worked so…

READ MORE

Category Succession Planning

Consider technical as well as personal dynamics for a smooth transition. Family businesses face a lost opportunity for the successful transition of their business if they view succession as an ev…

READ MORE

Category: News

Category News

In September 2012, Covenant Family Wealth Advisors were ranked in the top 21 by Business in Vancouver. Click on the link here to view the list.

READ MORE

Category Succession Planning

Covenant's December 2011 ad in 'Business in Vancouver' Download the Ad Here

READ MORE

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.

Biblical Perspective

Connect with Us: