Personal Guidance. Holistic Approach. Christian Values.
Regulatory
Covenant Planning Group Inc. provides financial and business planning, insurance and strategic tax services.
Capstone Asset Management Inc. is a Registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer serving clients in British Columbia, Alberta, Manitoba, Ontario, Quebec and overseas.
Clients of Covenant Planning Group Inc. are under no obligation to use the services of Capstone Asset Management Inc., nor are any clients of Capstone Asset Management Inc. under the obligation to use the services of Covenant Planning Group Inc.
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.
Connect with Us:
Have a Question? Contact Us Today
info@covenant.ca
Canada wide 1.888.629.0044
vancouver area 604.546.1100
Toronto area 416.410.1743
