Covenant Group - Canadian Wealth Management Services | Christian Financial Stewardship

By: Covenant Planning Group  09-12-2011

At Covenant Family Wealth Advisors, we take a personalized holistic and Christian approach to managing wealth and financial planning. Our integrated financial, wealth and estate services along with our proven holistic stewardship process will help you successfully transition to retirement and leave a lasting business, family and stewardship legacy.

Holistic Stewardship Process:

At Covenant, we use a comprehensive four-stage process to develop your holistic stewardship plan. This process has been proven over the years to be the most effective in helping our clients create the right financial, business succession and stewardship plans to transition to retirement with confidence and peace of mind.

  • Stage 1: Assessment and Diagnosis:
    We’ll interview all relevant stakeholders, including you, your family and any business associates. By asking the right questions, we can more fully understand your current situation and future family and business goals, from both a financial and spiritual perspective.
  • Stage 2: Planning:
    We’ll collect all relevant data related to your finances, estate, business and charitable giving. Then, we’ll analyze your current financial, business and estate situation and provide key observations and recommendations. Finally, we’ll present a plan for your approval.
  • Stage 3: Implementation:
    We’ll work with you and your professionals to ensure all legal, financial and organizational aspects of the plan are successfully implemented.
  • Stage 4: Monitoring and Maintenance:
    We’ll proactively monitor and maintain your plan on an ongoing basis.

The Birkman Method:®
Covenant uses The Birkman Method® as a key tool throughout the planning process. The Birkman Method® is the industry-leading personality assessment that facilitates team building, executive coaching, leadership development, career and talent management and interpersonal conflict resolution. For over 50 years, corporate human resources professionals, independent consultants, executive coaches, educational institutions and other not-for-profit organizations have used The Birkman Method® with over 2.5 million individuals. The Birkman Method® personality test accurately measures productive behaviours, stress behaviours, underlying needs, motivations and organizational orientation.

Contact Covenant Planning Group


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