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Our Holistic Stewardship Planning Services

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Services

Sustain value and opportunity for current and future generations through planned or unplanned transitions.

SUCCESSION PLANNING

Comprehensive plans to optimize and simplify your financial life through the integration of your family, wealth, business and philanthropic assets and activities.

FINANCIAL PLANNING

Tailored plans to support family harmony, value preservation and lasting legacy through the fulfillment of your wishes.

ESTATE PLANNING

Achieve tax savings through holistic planning and integration of taxable entities.

TAX-INTEGRATED PLANNING

Guidance through both the technical and emotional aspects of doing business together as a family.

FAMILY BUSINESS ADVISING

Insurance-based strategies to manage risk and support peace-of-mind for future plans and events.

RISK MANAGEMENT AND INSURANCE

Insight into behavioural and career profiles, leveraging The Birkman Method® to support effective communication, healthy partnerships and meaningful career paths.

BEHAVIOUR AND CAREER ASSESSMENTS

Gain clarity, confidence and a healthy system from top to bottom for all stakeholders through formalized structures that govern the family, ownership, and management arenas.

STRATEGY AND GOVERNANCE STRUCTURES

Planning for the most effective expression of your philanthropy with integration into your overall financial plan and objectives.

PLANNED GIVING AND FOUNDATIONS

We help you connect to investment services suitable for your unique circumstances.

INVESTMENTS

Questions?

We all know things change. It is important that your plans are reviewed periodically to ensure they reflect these changes
and continue to represent your best interests. Consider the following questions:

Have there been any changes in family dynamics for you or your children? Have there been significant changes in your business? Have your plans for retirement changed? Has your net worth changed? Has your giving focus changed? Is there any area of planning that is impacting your peace of mind?

If you answered yes to any of these questions, it may be time to update your plans. Contact us today.


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

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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