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
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
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
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
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.
02/26/2026
02/19/2026