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A Disciplined Approach

Wealth & Investment Management

Wealth Management

Comprehensive wealth management is more than just investment advice on a portfolio of stocks and shares. It must integrate every aspect of your financial affairs. Capstone Asset Management*, provides wealth management from a holistic, net worth perspective that can be fully integrated with the stewardship counsel provided by Covenant Planning Group. As our client, you will continue to generate wealth through your employment or business activities while building a stable, secure pool of capital for the future. With a focus on capital preservation, Capstone Asset Management ensures your capital is ready when you need it – and growing it along the way.

As a Portfolio Manager, Capstone Asset Management will provide wealth management strategies that give you peace of mind by eliminating the stress associated with managing your own wealth. Assets are managed with you and your beneficiaries’ best interests in mind.

At Covenant, our holistic approach sets us apart from other wealth managers. We provide pro-active counsel with respect to your global net worth as we incorporate both financial planning and investment portfolio management together. Even more, we apply biblical principles to all our counsel. This helps you ensure God has the priority He should in all your stewardship plans.

Questions we address: Do you understand your consolidated wealth picture? How does your long-term investment strategy complement your ultimate financial and estate plans? Are your personal stewardship convictions being represented in your planning? What is God’s intention for the wealth He has entrusted you? Does your wealth management plan protect you from the uncertainties of life? Are you being appropriately rewarded for the risks you are taking?

**Any advice, service and/or recommendations pertaining to investments will be provided by Capstone Asset Management Inc., a discretionary Portfolio Manager, Investment Fund Manager & Exempt Market Dealer, serving clients in the Provinces of BC, AB, MB, ON and QC.

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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.

Biblical Perspective

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