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Holistic Approach to Managing Wealth

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Navigating Through the Web of Possibilities

How to be a successful family business owner. " Easy, spend almost 50 years perfecting your niche" says James Epp of Abbotsford BC, owner and operator of Adventurer Group, the largest RV company in Canada.

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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.

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