Covenant Wealth Financial Services

Covenant Wealth is a faith-based financial planning firm established since 2012 to provide holistic financial planning solutions to busy families and entrepreneurs to help them achieve both their short-term and long term goals. . We serve clients in the GTA, Innisfil and Barrie and the surrounding area. We are a proud winner of the 2019 Barrie Readers' Choice Award for Financial planning. Cash Flow Management is at the center of what we do to empower clients our clients to live their dream, save for the future and leave a legacy We offer the following services: Behavioural Cash Flow Planning Estate Planning Insurance Planning Investment Planning GROUP BENEFITS FOR STARTUPS 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: Association Health & Dental Plan Employee Benefits for Startups Group Retirement Savings Plan Key Person Insurance Disability Insurance Come Join Our Team Are you an entrepreneurial-minded individual with admin & social media experience and are looking for a change? Send us your resume at info@covenantwealth.ca