Covenant Wealth Financial Services
Financial Services - Barrie, ON, CA
Covenant Wealth Financial Services Employees
Covenant Wealth Financial Services Senior Management
Covenant Wealth Financial Services Details
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 surrounding area. We are a proud winner of the 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 PlanningEstate PlanningInsurance PlanningInvestment PlanningGROUP BENEFITS FOR STARTUPSWe 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 PlanEmployee Benefits for StartupsGroup Retirement Savings PlanKey Person Insurance Disability Insurance
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