Covenant Family Wealth Advisors

Covenant Family Wealth Advisors We take a unique, holistic approach to managing wealth and helping guide families through the spirit

Covenant Family Wealth Advisors' financial and business professionals help guide families through the technical and emotional aspects of managing wealth and business succession, using a Christian perspective that is rarely found in traditional planning. We use a unique process to help you develop a personal Holistic Stewardship Plan that encompasses financial advising, estate planning, investments, family business transition and philanthropy.

04/27/2026

Legacy is about more than what we leave behind financially. It is also shaped by how we live, lead, and plan for the future.

In this video, Mark shares a thoughtful perspective on what legacy really means and why it matters to families who want to build something both wise and meaningful.

For business owners and families thinking beyond today, this is a valuable place to start.

When business, wealth, and family intersect, planning becomes more complex.In this article from Vision Magazine, we expl...
03/31/2026

When business, wealth, and family intersect, planning becomes more complex.

In this article from Vision Magazine, we explore why the role of a Family Wealth Advisor goes beyond traditional financial advice.

True planning requires understanding not only the technical aspects of wealth, but also the people, relationships, and values behind it.

Read the complete article here:
https://covenant.ca/wp-content/uploads/2025/12/Vision-Magazine-.pdf

Planning for family business and wealth is not a one-time event.It is an ongoing journey.In this article from Vision Mag...
03/24/2026

Planning for family business and wealth is not a one-time event.
It is an ongoing journey.

In this article from Vision Magazine, we share several lessons learned from working with families over the past 25 years.

One theme consistently stands out: families that thrive across generations prioritize trust, communication, and intentional planning.

Read the complete article here:
https://covenant.ca/wp-content/uploads/2025/12/Vision-Magazine-.pdf

Twenty-five years ago, Covenant began with a simple aim:to help families experience the peace of mind that comes from th...
03/19/2026

Twenty-five years ago, Covenant began with a simple aim:
to help families experience the peace of mind that comes from thoughtful planning and wise stewardship.

Over the years, we have seen that successful transitions rarely happen quickly. They happen intentionally, through patient planning, clear communication, and a willingness to address both financial and relational dynamics.

In this article from our 25th Anniversary Vision Magazine, we reflect on the journey of serving families through the complexities of business transitions, wealth planning, and generational leadership.

Read the complete article here:

https://covenant.ca/wp-content/uploads/2025/12/Vision-Magazine-.pdf

03/11/2026

If a business transition is in your future, even a few years from now, this video is a helpful starting point.

In this video, Rob breaks down the advantages and disadvantages of selling your business internally, to a family member or key employee, versus to an external buyer. He highlights key considerations, including due diligence, business disruption, upfront cash versus vendor financing, family relationships, and how sale value may be affected, helping business owners think through their transition with clarity and confidence.

Our latest Vision Magazine marks 25 years of serving, living, and lasting legacies and reflects on what we’ve learned, b...
02/26/2026

Our latest Vision Magazine marks 25 years of serving, living, and lasting legacies and reflects on what we’ve learned, both from the families we serve and from the road our team has walked together.

Inside, you’ll find real lessons from other family business owners on what they’re doing to preserve family harmony and navigate complexity across generations.

You’ll also meet the people behind Covenant. The magazine shares our advisors’ journeys, the convictions that shape our planning-first, team-based approach, and the experiences that have refined how we help families overcome the challenges of family, business, and wealth.

Read it here: https://covenant.ca/wp-content/uploads/2025/12/Vision-Magazine-.pdf

We’re pleased to welcome Mario Banovic to Covenant as an Associate Planner. Mario joined Covenant in September 2025 afte...
02/19/2026

We’re pleased to welcome Mario Banovic to Covenant as an Associate Planner.

Mario joined Covenant in September 2025 after completing his Bachelor of Business Administration at Trinity Western University and returning from a Spring/Summer 2024 internship through Trinity’s internship program. That experience gave him a firsthand look at Covenant’s strong team environment and how our Christian values are reflected in the care our clients receive, making his return as a full-time team member a natural next step.

As an Associate Planner, Mario supports our clients by working closely with our team of partners and advisors. He helps translate complex planning into clear, practical guidance, making it easier to understand options and move forward with confidence. Mario strengthens our planning process by preparing and analyzing retirement, cash flow, and net worth projections, supporting estate and succession planning documentation, and helping ensure plans are implemented and kept current as life changes.

Outside of work, he enjoys spending time with family and friends, being outdoors, staying involved in soccer (as a player and coach), and travelling.

02/12/2026

Most business-owning families already have specialists.
A good accountant. A lawyer. An investment advisor.
But sometimes the challenge isn’t finding experts, it’s bringing the whole picture together.

In this month’s video, Jeffery Chapman explains Why a Family, Wealth, and Business Advisor Matters: someone who can integrate the technical pieces while also accounting for the people involved, so the result is a comprehensive plan built for a long-term horizon.

If you’re navigating estate planning, business transition, or multi-generational complexity, this is for you.

02/10/2026

When it comes to estate planning, smoother transitions don’t happen by accident; they’re built through two essentials: conversation and transparency.

In this video, Mark shares practical ways families can reduce confusion, ease tension, and protect harmony by putting important details on the table early.

05/01/2025

Most people think investing is just picking stocks or funds, but true wealth-building starts with a plan. In this short video, Jeff explains why investment planning is the strategic foundation that turns simple investing into long-term financial success.

It’s not just about what you invest in but also about why, when, and how, aligned with your unique goals.

Watch Jeff to learn why planning always comes first.

Address

400/20033 64 Avenue
Langley, BC
V2Y1M9

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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