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
Company Details
- Employees
- 1
- Founded
- -
- Address
- 2095 Thompson Street, Innisfil,ontario L9s 1t1,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.covenantwealth.ca
- Keywords
- Investment, Insurance, Cash Flow, Employee Benefits, Key Person Insurance, Group Retirement Savings Plan, Cash Flow Planning, Entrepreneurship, Health & Dental Plans.
- HQ
- Innisfil, Ontario
- Competitors
- SecureMate Financial Services, A.T. Financial Group Inc., Martin & Wright Insurance & Financial Services, Financial Crime Compliance, Auxiliary i&i Financial Services Inc., Financial Health Partners, Pillar Financial Services Inc., Young Associates (Nonprofit Financial Services), Foster & Associates Financial Services Inc., RBC Wealth Management Financial Services Inc..
Covenant Wealth Financial Services Questions
Covenant Wealth Financial Services's website is http://www.covenantwealth.ca
Covenant Wealth Financial Services's LinkedIn profile is https://ca.linkedin.com/company/covenantwealth
Covenant Wealth Financial Services has
1 employees.
View email and phone details for 1
employees at Covenant Wealth Financial Services.
Covenant Wealth Financial Services's industry is
Financial Services
Covenant Wealth Financial Services's top competitors are
Securemate Financial Services,
A.t. Financial Group Inc.,
Martin & Wright Insurance & Financial Services,
Financial Crime Compliance,
Auxiliary I&i Financial Services Inc.,
Financial Health Partners,
Pillar Financial Services Inc.,
Young Associates (Nonprofit Financial Services),
Foster & Associates Financial Services Inc.,
Rbc Wealth Management Financial Services Inc..
Covenant Wealth Financial Services's categories are Financial Services
Covenant Wealth Financial Services's founding year is 2012
