Covenant Wealth Financial Services is a faith-based firm established in 2012 to provide holistic financial planning solutions to busy families, young professionals and entrepreneurs. We serve clients in Toronto, Innisfil, Barrie and surrounding areas.
Behavioural Cash Flow Planning is at the center of what we do to help clients get more life from their money. We unify their debt, increase their cash flow, protect their assets and build wealth over time. We empower our clients to live their dreams today while saving for the future. We offer the following services: Behavioural Cash Flow Planning Financial Planning Insurance Planning Investment Planning Business Services We 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: Group Insurance Group Retirement Savings Plan Key Person Insurance Disability Insurance BOOK YOUR FREE 30 MINS CONSULTATION TODAY AT 1-800-579-3950! Your future self will thank you!!