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 believe that money mindsets and financial literacy go hand in hand in achieving financial success. When clients are empowered, they are motivated to stay the course of their financial journey.
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.