High net-worth Christian families doing business and wealth successfully through the generations.

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Covenant Testimonial

Travis' Testimonial

I am writing as a representative of a third-generation family business which has been in operation for over fifty years. For the last five years, we’ve been blessed to utilize the vast resources of Covenant Family Wealth Advisors as they’ve helped guide us though succession planning, retirement and estate planning, and provided us with stable advice thats has helped us to continue to grow.

Personally, I’ve had the honour of working closely with Mark Brandsma, our Relationship Manager at Covenant, and I can say that he truly takes the time to get to know a family. Mark knows the names and relations for three generations of the Klassen family, and can communicate as fluently as we do about who belongs to whom and what their role is in the family and the business.

Covenant has been instrumental in helping our family maintain our core mission and vision, while encouraging us to grow and become more focused in accomplishing our dreams in business and in life.

I highly recommend this organization. They’ve truly set themselves apart and become our most trusted advisors. I would be happy to personally connect with anyone interested in more information about our relationship with Covenant.

Travis Klassen
General Manager
Valley Pulp & Sawdust Carriers Ltd.

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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