News, Articles and Resources

Covenant News
Category: Vision Magazine

Category Vision Magazine

Welcome to our Fall Edition of Covenant Vision Magazine. Each edition of our magazine focuses on one of our values. This time we focus on servant-heartedness. Download Magazine

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Category: Vision Magazine

Category Vision Magazine

Covenant Family Wealth Advisors invites you inside Covenant culture with the first issue of Vision Magazine. The Winter 2014 edition features Ernie and Betty Loewen’s story of their family start…

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Category: News

Category News

Covenant Family Wealth Advisors is a proud Township of Langley business and was pleased to be recognized in their November 2013 Success Stories titled "Celebrating the Successes of Companies Loc…

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Category: Wealth Management

Category Wealth Management

Earlier this month, we explored what it means to maximize value. Equally if not more important, is minimizing risk. Value is in the eye of the beholder, but risk is more quantifiable so may be more…

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Category: Wealth Management

Category Wealth Management

When seeking a trusted advisor, where do you begin? A good starting point is to ask yourself: How will this advisor help me to maximize the value of the wealth God has entrusted to me? Let’s explor…

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Category: News

Category News

The recent Canadian federal budget, presented to the Canadian House of Commons on March 21st of this year, announced certain changes to tied insurance structures commonly referred to as the “10/8” …

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Category: News

Category News

Click here to read about Covenant's Distinctive Approach and how we focus on addressing the three beacons of family wealth continuity: healthy family relationships, responsible stewardship of wealth i…

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Category: News

Category News

A common oversight in tax planning is having tunnel vision on the taxable entity – individual, corporation, trust, etc. – without consideration of the broader structures it is integrated with.Where mu…

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Category Business Succession

Family. Wealth. Harmony. Covenant understands the intricacies that accompany any family business, and we know that a strong plan is necessary to guide a path through those complexities for both t…

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Category: Wealth Management

Category Wealth Management

At the start of a new year it is also important to review the goals you have put in place for your various investment accounts. If you have multiple accounts spread over various institutions, there a…

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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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