We are your personal advisors and financial counsellors
Our Story Chapter 1The 100 Year vision
Covenant was founded by Certified Financial Planner, Michael Gibney, in the year 2000 with a desire to be a different kind of financial advisor serving affluent families. He also wanted to establish a movement that would continue beyond himself. He called it “a 100-year vision for doing good and helping people be wise with their finances, ultimately supporting the creation of living and lasting legacies that glorify God”. Michael set about building a team and service model that would support families’ entire wealth systems, including their financial management, estate planning, business succession, investment and insurance needs, and also their dreams and values, founded on the application of biblical principles to matters of wealth.
Our Story Chapter 2
Unique in the industry
While the founding vision was clear and early clients saw good value, it took a number of years to really develop the practice. 10 years in, a very comprehensive and integrated planning process unique to the financial planning industry had emerged, including many financial aspects – financial and estate planning, tax-integrated planning for corporate and personal structures, investment management platforms, family business planning – and also including many important non-financial aspects, such as family, business and wealth leadership and governance structures, life and vocational counsel for each generation in the family, and the effective application of biblical wisdom. This resulted in a strong base of loyal, long-term clients and a specialized team working from a common vision and strategy. Covenant had become what it set out to be.
Our Story Chapter 3
Leading the way
Michael Gibney completed his exit from Covenant in 2019, and in 2020, we celebrated the 20th anniversary of his founding vision without him. This may sound sad, but this was his vision all along. Michael applied considerable effort and sacrifice to ensure the company could carry on without him from a position of strength. This, too, was achieved as the current partners, Jeff Chapman, Mark Brandsma and Rob Radloff, and the rest of the team were well equipped to take the lead and continue serving the same vision. Today, Covenant has an incredible depth of experience working with hundreds of families, some over successive generations, helping them overcome the challenges of business and wealth.
To help you achieve success, significance and peace of mind
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 personalized Holistic Stewardship Plan that encompasses ﬁnancial planning, estate planning, family business succession and philanthropy.
Family. Wealth. Harmony.®
Vision & Core Values
High net-worth Christian families doing business and wealth successfully through the generations.
In every action and every decision
“One who walks in integrity walks securely”
The details matter
“Whatever you do, work at it with all your heart, as working for the Lord”
Praying, listening, discussion, and seeking God in His Word
“Trust in the Lord with all your heart; do not depend on your own understanding.6 Seek His will in all you do, and He will show you which path to take.”
“Plans fail for lack of counsel, but with many advisors they succeed.”
Displayed through every interaction
“Whoever would be great among you must be your servant.”
Faithful to the Word of God in all advice, actions and strategies
“Your word is a lamp to my feet and a light to my path.”