Covenant Wealth Financial Services is a faith-based firm established in 2012 to provide holistic financial planning solutions to busy families, young professionals and entrepreneurs. We serve clients in Toronto, Innisfil, Barrie and surrounding areas.
Behavioural Cash Flow Planning is at the center of what we do to help clients get more life from their money. Before we invest your hard earned money, or setup your children's RESPs, or your insurance portfolio we first help you to find the money to fund these important things. And while we are at it, we also help you to fund your dreams.
Business Services
We also work with startup founders and co-founders to help stabilize their startup growth by managing their risk and by attracting and retaining the best talent through cost effective employee benefits programs.
We offer the following services:
Group Insurance
Group Retirement Savings Plan
Key Person Insurance more...See more text