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Covenant Family Wealth Advisors' financial and business professionals help guide families through the technical and emotional aspects of managing wealth and business today, and through succession, applying biblical principles to enhance traditional planning. We use a unique process to help them develop Holistic Stewardship Plans that encompass financial and estate planning, family business transitions and philanthropy.

We service clients across Canada from our offices in British Columbia and Ontario.


Currently, there are no available positions at Covenant.

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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.

Biblical Perspective

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info@covenant.ca
Canada wide 1.888.629.0044
vancouver area 604.546.1100
Toronto area 416.410.1743

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COVID-19 UPDATE

Dear Clients,

In recent days, it has become increasingly evident that we are experiencing an unprecedented event around the world. The speed at which our lives have been turned upside down is breathtaking. At Covenant, we are doing our best to continue serving our clients while taking precautions to stay safe and reduce the risk of further spread of the virus. We value each of you and count it a privilege to serve you. Amidst this most trying time, we are available to discuss any concerns you may have pertaining to your finances or business. Please do not hesitate to contact us. Although the challenges are significant, we are confident we will all get through this and that brighter days are ahead.

May we each be wise, discerning and quick to help those who need it.

Sincerely,
The Covenant Team