Financial & Estate Planning • Business Succession Planning
Helping you overcome the challenges of family business and wealth
Families doing business and wealth successfully through the generations
Has your business been thriving over the years? Are you looking to make sure you have a strong financial future in place for you and your family? You may know where you want to go but you need a plan to get you there.
Welcome to Covenant. We’re here to look after you by providing the expertise and guidance you need to navigate through the complex areas of family, wealth and business. Through our unique, holistic approach, you’ll be able to build a living and lasting legacy that’s rooted in your values, provides for your family and glorifies God. As your trusted financial team, we help you to be a wise and responsible steward.
A holistic approach to family wealth management
Preserve the value in your business and provide opportunities for current and future generations by preparing for planned and unplanned transitions.
Optimize and simplify your entire financial life with a comprehensive plan that integrates all of your assets and activities, covering your family, wealth, business and philanthropy.
Support your family harmony, preserve value and build a lasting legacy with a tailored plan that is designed to carry out your last wishes.
Family Business Advising
Navigate the technical and emotional aspects of doing business together as a family.
Achieve tax savings through holistic planning and integration of taxable entities.
Risk management and Insurance
Implement insurance-based strategies that are designed to manage risk and support your peace-of-mind for future plans and events.
Discover investment services that are right for your unique circumstances and that help you achieve your goals.
Planned Giving and Foundations
Plan for the most effective expression of your philanthropy by integrating it into your overall financial plan and objectives.
Behaviour and Career Assessments
Gain insights into behavioural and career profiles and support effective communication, healthy partnerships and meaningful career paths through The Birkman Method®.
Strategy and Governance
Find clarity, confidence and a healthy system for all stakeholders through formalized structures that govern the family, ownership and management arenas.