Covenant's approach to comprehensive wealth management addresses more than just your traditional investment portfolio. It integrates every aspect of your financial affairs into a single plan. Our process seeks to optimize your global net worth for today, and potential future events, including your business, personal and other forms of assets and liabilities.
We provide tax-integrated planning, founded on your personal goals and convictions, to give you peace of mind with respect to your financial and estate plans, personal and corporate structures, business and wealth succession plans, risk management and insurance, and your particular mix of financial investments.
In addition to integrating your investment portfolio into your whole wealth strategy, we work with your current investment manager, or our preferred provider, to help ensure you are getting excellent management and service for your investment portfolio that is supportive of your plan.
Our preferred provider, Capstone Asset Management *, provides investment management from a holistic, net worth perspective that can be fully integrated with the stewardship counsel provided by Covenant Family Wealth Advisors. As our client, you will continue to generate wealth through your employment or business activities while building a stable, secure pool of capital for the future. With a focus on capital preservation, Capstone Asset Management ensures your capital is ready when you need it – and growing along the way.
As a Portfolio Manager, Capstone Asset Management will provide wealth management strategies that give you peace of mind by eliminating the stress associated with managing your own wealth. Assets are managed with you and your beneficiaries’ best interests in mind.
*Capstone Asset Management Inc. is a discretionary Portfolio Manager, Investment Fund Manager & Exempt Market Dealer, serving clients in the Provinces of BC, AB, MB, ON and QC.