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Increase Security And Peace-of-mind

Financial Planning

Financial Planning

We work with affluent families whose financial lives are often complicated and require integrated planning. We make it simple. How? We take the time to get to know you. Your personal values, your goals and create a financial plan that will integrate your family, wealth, business and philanthropic objectives. You will have peace of mind knowing your plans will serve your family and future well while honouring God in the process.

Estate Planning

We help you to structure an estate plan that will reflect your values and wishes. We walk with you through every aspect of your estate and make sure we answer all of your questions. Your wealth will transfer well, and support family harmony as your beneficiaries will be prepared to receive what you have entrusted them. Your plan will be your lasting legacy for future generations.

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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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.

The Covenant Team