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COVENANTPLANNINGGROUP.ORG

Covenant Family Wealth Advisors

Our financial and business professionals help guide families through the technical and emotional aspects of managing wealth and business succession, using a Christian perspective.

http://www.covenantplanninggroup.org/

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CONTACTS AT COVENANTPLANNINGGROUP.ORG

Covenant Planning Group Inc.

Jeffery Chapman

20385 ●●●●●●Avenue

La●●ey , BC, V2Y 1N5

CA

1.60●●●●1100
1.60●●●●1101
je●●@covenant.ca

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Covenant Planning Group Inc.

Marlene Enns

20385 ●●●●●●Avenue

La●●ey , BC, V2Y 1N5

CA

1.60●●●●1100
1.60●●●●1101
ma●●●●●@covenant.ca

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Aspire Technologies Inc.

Scott Richardson

#110 - 1●●●●●●●●lum Road

Abb●●●ord , BC, V2S 3N3

CA

1.60●●●●9637
sc●●●@aspiretech.ca

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Covenant Family Wealth Advisors | covenantplanninggroup.org Reviews
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Our financial and business professionals help guide families through the technical and emotional aspects of managing wealth and business succession, using a Christian perspective.
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Covenant Family Wealth Advisors | covenantplanninggroup.org Reviews

https://covenantplanninggroup.org

Our financial and business professionals help guide families through the technical and emotional aspects of managing wealth and business succession, using a Christian perspective.

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covenantplanninggroup.org covenantplanninggroup.org
1

Certified Financial Planning | Covenant

http://www.covenantplanninggroup.org/services/financial-planning

Increase Security And Peace-of-mind. Good financial planning is central to creating a Holistic Stewardship Plan that successfully integrates your family, wealth, business and philanthropic objectives. When combined with Christian financial stewardship principles, these important technical strategies increase security and peace-of-mind. You will rest assured knowing you have served your family and future well, ultimately honouring God in the process. The 3 main advantages of setting up a spousal trust.

2

Estate Planning & Financial Management

http://www.covenantplanninggroup.org/about

Discover, Dream, Design, Deliver. A Holistic Approach to Managing Your Wealth. We take a unique, holistic approach to managing wealth and helping guide families through the spiritual and emotional aspects of financial and estate planning and business succession. Our personal wealth advisors will answer all of your questions and help you develop a personal stewardship plan that encompasses financial and estate advising, wealth management, family business and planned giving. Time, talent and treasure.

3

Covenant | Our Mission & Values

http://www.covenantplanninggroup.org/about/mission-values

Our Mission and Values. Our Mission and Values. Through strong partnerships and trusting relationships, we provide strategic financial planning, business succession planning and life counsel. We challenge and support clients to live intentionally and generously in line with their Christian values and God-given resources of time, talent and treasure. In every action and every decision. Praying, listening, discussion, and seeking God in His Word. Displayed through every interaction. Covenant Family Wealth ...

4

Business Succession & Financial Planning

http://www.covenantplanninggroup.org/services/family-business

A Lasting Legacy For You And Your Family. To accomplish family wealth continuity, families and their advisers can focus on three beacons of family wealth continuity: healthy family relationships, responsible stewardship of wealth in all its forms, and the ongoing creation of a family legacy. Family Wealth Transition Planning; Hartley and Griffith. Do you have the right strategy in place to effectively integrate the next generation into your business? An Advisory Board is a group of highly skilled entrepr...

5

Careers | Covenant Family Wealth Advisors

http://www.covenantplanninggroup.org/careers

Join the Covenant Team. We service clients across Canada from our offices in British Columbia and Ontario. There are currently no available positions at Covenant. Subscribe to receive job posting notifications. 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...

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A holistic and biblical approach. Covenant Family Wealth Advisors use a holistic and biblical approach. Our diverse team can accomodate your individual needs. Discover, Dream,. Relationships to continue supporting. Covenant has been instrumental in helping our family. Maintain our core mission and vision. Our clients recount their journey with us, step by step. With you on your journey of financial, business and philanthropic. Decisions affecting you and future generations. FAMILY. WEALTH. HARMONY.

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Covenant Family Wealth Advisors

A holistic and biblical approach. Covenant Family Wealth Advisors use a holistic and biblical approach. Our diverse team can accomodate your individual needs. Discover, Dream,. Relationships to continue supporting. Covenant has been instrumental in helping our family. Maintain our core mission and vision. Our clients recount their journey with us, step by step. With you on your journey of financial, business and philanthropic. Decisions affecting you and future generations. FAMILY. WEALTH. HARMONY.

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A holistic and biblical approach. Covenant Family Wealth Advisors use a holistic and biblical approach. Our diverse team can accomodate your individual needs. Discover, Dream,. Relationships to continue supporting. Covenant has been instrumental in helping our family. Maintain our core mission and vision. Our clients recount their journey with us, step by step. With you on your journey of financial, business and philanthropic. Decisions affecting you and future generations. FAMILY. WEALTH. HARMONY.

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