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Covenant News
Category: Family Harmony

Category Family Harmony

We talked in a previous blog about the fact that most couples find it very difficult to discuss their estate intentions with their children. The reality is, there will be a family meeting to discuss y…

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Category: Family Harmony

Category Family Harmony

Conflict, whether in families, businesses or nations, results from unmet expectations. As we’ve learned, money is not passive. It's presence will cause people to begin thinking of how to use it and in…

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Category: Family Harmony

Category Family Harmony

Six Reasons Money Can Become a Curse“Relationships are the greatest asset any family can possess. And yet, they cannot be purchased at any price. For many, the drive to gain success has ended with the…

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Category Succession Planning

David and Heather Peddie have been able to take a step back from the business and allow transition to happen in God’s timing. Peddie Roofing & Waterproofing Ltd. is a Calgary based commercial…

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Category Succession Planning

Many people that have achieved affluence have done so through an entrepreneurial spirit that led to a successful family business. However, as they get older, what do they do with it? Try as they might…

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Category: Family Business

Category Family Business

Moving forward doesn’t have to mean letting go of what you love. Ernie listened to the farmers. His passion was to bring them new and innovative farming equipment solutions. He knew that farmers …

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Category Succession Planning

A good lens through which to evaluate the credibility of a potential business purchaser is that of the commercial lender that would finance such a purchase.There are three main areas of evaluation use…

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Category: Advisory Boards

Category Advisory Boards

Most entrepreneur-owned companies would benefit from the expertise and strategic insight of a skillfully-assembled advisory board to augment a typically closely-held board of directors. Entrepre…

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Category: Advisory Boards

Category Advisory Boards

“Almost by definition, the [advisory] board requires a company to be more reflective, and pushes it to build a long term vision. This leads us to believe that business owners with Advisory Boards like…

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Category Financial & Estate Planning

The use of a testamentary spousal trust is an important estate planning consideration for those looking to provide security for a surviving spouse as well as any subsequent beneficiaries. Created thro…

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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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