What are the opening hours?

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

Family Wealth Harmony

Home
Canada
Langley, BC
Family Wealth Harmony

Helping you overcome the challenges of family business and wealth

10/02/2023

A trust structure can be a powerful tool for distributing share value amongst your children. Watch Rob's video http://ow.ly/ahR750OkxAm to learn how this strategy can benefit your family's long-term financial plan.

09/25/2023

Are you considering distributing your trust value to the next generation? Watch Rob's video http://ow.ly/hNBy50Okxbu to learn how to defer taxes and protect your assets for the future.

09/18/2023

When it comes to trust distribution, there are multiple options to consider. Watch Rob's video http://ow.ly/vicJ50OkwLf to learn about the pros and cons of each strategy and ensure your trust is set up for long-term success.

09/11/2023

Did you know that every 21st anniversary of a trust's life triggers a deemed disposition of the shares? Watch Rob's video http://ow.ly/m3NA50OkwfR learn how to avoid unnecessary taxes and ensure your trust is set up for the future.

09/05/2023

Are you up to date on the three options for trust distribution? Watch Rob's video http://ow.ly/oyEn50Okv9i to learn more and ensure your trust is set up for success.

08/28/2023

Are you a Red, Green, Yellow, or Blue regarding wealth and planning? Understanding your personality and perspective can help manage conflicts and enhance family wealth. Please read our article, and your wealth colour http://ow.ly/2zaz50OoyFT

08/21/2023

Estate planning in blended families can be complex, but ensuring a smooth wealth transition is crucial. When couples have children from previous relationships, inheritance decisions can become challenging. Communication is key! Let us assist you in navigating these important conversations and achieving peace of mind. Please read our article now http://ow.ly/zb9T50OoyjP

08/14/2023

Leaving a meaningful legacy requires thoughtful decision-making. When determining what to do with your excess wealth, you have options: supporting charitable causes, benefiting your family, or establishing a multigenerational wealth system. Choose wisely, considering the long-term impact on motivation, relationships, and personal values. Start planning now to create a positive and purposeful future for your wealth. Please read our article now http://ow.ly/3lxI50OoxJ3

08/08/2023

Q & A with our Advisor: How much money do I have, and can I use it? Download Answer: http://ow.ly/qrWi50OkILx

07/31/2023

Q & A with our Advisor: What is a Donor Advised Fund, and should I have one? Download Answer: http://ow.ly/sXN950OkIGj

07/24/2023

Q & A with our Advisor: What is an Estate Freeze? Download Answer: http://ow.ly/KU3F50OkIvY

07/17/2023

Q & A with our Advisor: How can I reduce my tax if I have a high personal income? Download Answer: http://ow.ly/q5Hq50OkIp3

Address

20385 64th Avenue
Langley, BC
V2Y1N5

Opening Hours

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

Website

http://covenant.ca/

Alerts

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