We are Your Personal Advisors and Financial Counsellors

news-header_02.jpg
Cathy Symonds

Cathy Symonds

Receptionist / Administrative Assistant

EMAIL CATHY

With more than 25 years of experience in a variety of administrative / receptionist roles, Cathy Symonds, brings her expertise, and her love for people to Covenant. Since joining our firm in 2013, those who enter our reception area have experienced her warm welcome and kind smile. She serves our clients and staff with excellence through her professional friendliness and attention to detail.

Cathy is a team player who strives to ensure that our front office runs smoothly. Her main duties include: receptionist, office administration, coordinating office resources, ordering supplies, assisting the office manager and two advisors with scheduling, arranging travel, running reports, setting up and preparing for client meetings.

When Cathy isn’t at Covenant she is spending time with family and friends. She especially enjoys time during the summer at their lake front property in the interior, or in the cooler months, her special “hot spot” in Maui. She loves to read and has led a run / walk group for the past 12 years. Cathy loves to cook and host family and friends for dinner and then playing her favourite card game “Bid Euchre”.

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