Covenant’s Investment Referral Service

As a high-net-worth individual, you want to invest, but struggle to find the investment management and opportunities you seek. You also want more from your financial advisor than just investment management services.

We research the investment industry across Canada so we can help you find your preferred investment solutions.

We can connect you to managers who:

• Are people you want to do business with
• Have proven performance
• Offer the products and services you seek
• Align with your goals and values
• Integration of your investments with your overall financial plan

As your Financial Planner, we will help you address your whole financial picture through:

• Financial and Estate Planning
• Business Continuity and Succession Planning

We get you connected to the investment services you need, while ensuring your holistic financial plans are being addressed.

We can help you reduce the work and stress associated with finding the investment management and opportunities you seek, while at the same time increasing the level of service and integration you enjoy for all of your financial affairs.

We do this by:

• Ensuring our team is equipped to deliver top-notch financial planning and family business advising services
• Regularly researching Canadian investment managers and offerings

Covenant specializes in:

• Financial and estate planning
• Family business continuity and succession planning
• Connecting clients to investment products and services
• Integration of your investments with your overall financial plan

Our investment referral service:

• Introduction to investment managers with proven track records
• Sourcing the investment products and services you want
• Helping you find people you want to work with
• Support for evaluating and interacting with your investment providers
• Integration of your investments with your overall financial plan
• Financial projections and analysis
• Regular meetings to review your goals, plans and level of satisfaction

To learn more schedule a no obligation appointment with a Covenant Advisor.