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Events Specifically Tailored to You and Your Needs

Covenant Financial Advisors

Covenant Events

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Have Questions?

If you require more information about one of our upcoming events, please contact Marlene by email, or phone at 604.546.1105.

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Archive of Past Events

We have been honoured to welcome many special guests, from a variety of fields and professions, as speakers at our "Ask the Expert" events.
Here are some of the past topics we've covered.

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Ask the Expert: Advisory Boards
Ask the Expert Toronto - Peter G. Hall
Leadercast 2015 - The Brave Ones
Disarming the Time Bomb: Biblical Principles for Wealth Transfer
Family Business Succession: The Critical Keys to Success
Biblical Principles for Protecting our Families from the Disability of Wealth
Economic Conditions: How They Impact You & Your Business
An Entrepreneurial Journey Fuelled By Faith
An Inspirational Event
The Withered Business Soul
Business Succession Planning: A Values and Value Approach
Life & Work Calling: Maximizing Your God-Given Potential
Supply Management: Planning Considerations for Farmers
Life & Work Calling: Maximizing Your God-Given Potential 2
Work & Life Excellence: Get Better Results While Maintaining Balance
Good Stewardship: Insights on Giving Wisely
Life & Work Calling: Maximizing Your God-Given Potential 3
Business Succession Planning
Cross-Border Planning for Canadians & Their Families
Living Generously
Transferring Your Wealth to the Next Generation
How to Avoid/Reduce Tax Legally Now and in Estate Transfer
Legal and Tax Advice for Business Transition
ELO World Conference 2015: Vancouver
ELO World Conference 2015: Toronto

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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