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Covenant News
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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Category: Wealth Management

Category Wealth Management

At the beginning of a new year , it is always a good idea to review the goals you’ve established regarding your investment accounts as well as to take stock of the opportunities permitted within a new…

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Category Business Succession

Despite many owners’ hopes to exit their businesses within the next decade, most of them have avoided the planning required to do it successfully. This puts at great risk the value they hav e worked s…

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Category: News

Category News

Covenant was a gold sponsor of the Entrepreneurial Leaders Conference that was held in Vancouver, Toronto and Calgary - November 2012. Download the ad here

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Category Succession Planning

Consider technical as well as personal dynamics for a smooth transition. Family businesses face a lost opportunity for the successful transition of their business if they view succession as an ev…

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Category: News

Category News

In September 2012, Covenant Family Wealth Advisors were ranked in the top 21 by Business in Vancouver. Click on the link here to view the list.

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Category Succession Planning

Covenant's December 2011 ad in 'Business in Vancouver' Download the Ad Here

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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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