Covenant Wealth is a faith-based company located in Innisfil, ON. We work with families, entrepreneurs, and small business owners. Cash flow planning is foundational in what we do in helping clients to meet both their short term and long term goals.
We have a full-service association health & dental plan that is flexible and affordable that sole proprietors and employers with up to 10 employees can access. We go all the way to support our small businesses because we understand the challenges they face amidst Covid-19.
We also believe clients need to protect the things and people they love, save for their retirement, and minimize their tax liability so they can transfer their wealth to the next generation.