Covenant Wealth Financial Services
2095 Thompson Street L9S 1T1 Innisfil, ON, Canada

I am so glad this event is a full week of industry experts, offering their best advice for FREE. If you are looking to improve your personal cash, you don't want to miss this presentation! To register: https://soaringfinances.ca/e/international-womens-day-2021/

Sometimes we get caught up with the wrong financial concerns!! If you have a young family, you need time!! Life insurance is one of the most cost effective ways to cover this dependency period. Visit our website for more info. www.covenantwealth.ca ... We have partnered with some of Canada's top insurance carriers. #financialplanning #financialtips #financialfreedom #financialsecurity

Have you made your RRSP contribution for the 2020 tax season? A reminder that the deadline is March 1st. We can help you with your RRSP and investment needs! #financialadvisor #rrspcontribution #rrsp #rrspdeadline #investments #financialtips #wealthtips #retirementplanning #retirement

Our office is closed for Family Day! Wishing you and your family a restful long weekend. Cherish the people who brings joy to your life! #familyday #financialadvisor #familytime #community #fun

Here is one of CRA best-kept secrets for small business owners. Contact our office at 705-719-7125 for more info. #HSA #healthinsurance #dentalplan #healthbenefits #employeebenefits #lowcosthealthcare

These are just a few of the wealth building concepts we use to empower our clients to get more life from their money. #financialplanning #financialtips #financialfreedom #financialsecurity #financialadvisortips #moneymindset #moneytips #moneywise #moneymoves #wealthplan #wealthbuilder #wealthcreation

This was a pic from this morning's Mastering Your Personal Cash Flow in 2021 Zoom Workshop. We had a few technical issues. We were unable to record the workshop. Sorry, to those of you who were unable to log on.... Thanks to those who joined. We will be hosting another free Zoom Call Soon! #cashflowplanning #moneymindset #cashflowmanagement #financialfreedom #financialadvisor

Behavioural Cash Flow Planning is our process in helping clients to achieve their financial goals. This year we want to empower 100 families to better manage their day to day expenses so they can get more life from their money. Are you one of those families? ... We will be hosting several Cash Flow Workshops this year. Please register!! For more info, please call 705-719-7125 or visit our website at www.covenantwealth.ca. #cashflowmanagement #financialadvisor #debtmanagement #family #moneytips #momeymoneymoney

Have you registered for our Master Your Personal Cash Flow in 2021 Zoom Workshop? Date: Saturday, Feb. 6th @ 11am - 12 noon It is absolutely FREE... Register at Eventbrite; http://bit.ly/2Xqbcu3

Another client who has secured their most valuable asset - Their ability to earn an income. Disability Insurance is an important part of the financial puzzle.. especially if you are self employed. For more info please visit our website. www.covenantwealth.ca. Or call our office at 1-800-579-3950... #financialplanning #financialadvisor # #startups #smallbiz #womeninbiz #startuptips #healthinsurance #groupbenefits #torontostartup #yorkregion #markhamstartup #vaughan #lifeinsurance #disabilityinsurance #insurancequotes #criticalillnessinsurance #Innisfil #bradford

This is concerning...especially in a pandemic. We simply cannot keep up with the Joneses #financialadvisor #cashflowmanagement #cashflow #debt #financialfreedom #financialsecurity #financialplanning #financialliteracy #moneymoves #debtrepayment #debtstruggles

What is our mission? We are a wealth creation firm located in Innisfil, On. We work with young family, professionals, small business owners and entrepreneurs. We empower clients through cashflow management to harness their income, save and investment for the future and leave a legacy.

What do you do if your mortgage deferral is almost over and you still cannot pay?

Did you know that we have an Association Health & Dental Plan for solopreneurs and small businesses with 10 or less employees. Our health and dental packages are flexible and affordable. Need a free quote? Here is the link https://groupbenefits.covenantwealth.ca/group-association-/... #healthbenefits #groupinsurance #groupbenefit #flexiblebenefits

Our physical office is open but you can continue to access our virtual office. We are a local wealth planning firm located at 2095 Thompson St., Innisfil. Cash flow management is at the center of what we do to help families and entrepreneurs cope with our current post Covid-19 environment.

Everyone should have a Brick Wall Money Mindset in their corner. They make very good friends but they will stretch your patience as clients because they are stubborn and its either their way or the highway. They are individuals who will research every money-making decisions. Of all the mindsets they are least likely to overspend or make emotional buying decisions. When they meet with a financial advisor it is usually to affirm what they already know. Psychological Makeup...: They were probably raised in homes were finances were rarely discussed or from a family of less means ..so they are very careful with their money. Being more open minded to other ideas would do this mindset a lot of good. No one has the entire financial market covered. Is this your money mindset? Do you recognize your financial habits in the other posts? #moneymindset #financialfreedom #cashflowmanagement #cashflow #financialadvisor

We have started our Money Mindset Series. Do you know what your money mindset is? Did you know that your money mindset is the key to your financial freedom? Follow our series.

Oh, what can we say about The Masquerader Money Mindset? She/He has the appearance of success; the designer clothes, expensive cars, executive homes, exotic vacations, but behind the scenes they live very financial chaotic lives. It is not that they do not earn a good income! They simply have a lifestyle they cannot afford. ... Keeping up with the Jones can be financially draining. Psychological profile: This money mindset is usually individuals who were often born from nothing, and they are determined they are not going back. Part of protecting themselves from the past maybe the need to prove to others that they have "made it". We have a solution to rein in this mind-set and get them to refocus on the things that are important to them and not others. What do you think? Is this your money mind-set? #moneymindset #cashflowmanagement #financialfreedom #financialadvisor

The heart of your financial situation is your cashflow. Were not anti-budgetting. We just believe cashflow management is a better way.

Money, Money, Money Yes, even in times of scarcity your money mindset can work for you! #moneymindset #financialplanning #wealth #wealthcreation

Haa..the Undercover Agent Money Mindset. This is probably one of the most difficult mindsets to work with as clients. Their lack of transparency can be detrimental to achieving their financial goals. They have a hard time keeping track of their own spending habits. ... What is the main symptom of this mindset? The most telling sign is they have more months left over than pay each month - even though they have good jobs. Psychological profile - they may have been raised in a home where they thought having money and wealth made them a bad person. How can they heal their relationship with their money? Acknowledgment is the first step. This is without guilt, blame or shame. Then, perhaps stepping back and really focus on their lifes goals; their dreams and what they want to achieve for themselves and their families. Then redirect their energy and money towards these goals. What do you think? Is this your money mindset? . . .#moneymindset #debtfreecommunity #wealthplan #wealthcreation #FinancialAdvisorForLife

Do You Know Your Money Mindset? Over the next several weeks we will be focusing on the different money mindsets and their impact on our spending habits. The primary purpose is to help us heal our relationship with our money. . Please also check out Stephanie Holmes-Wintons book, "Spent - Your Money Mindset is the key to Financial Freedom, resonates throughout this book.... #moneymindset #financialplanning #financialsecurity #financialadvisor #financialfreedomstartshere #dreamer #entrepreneurs #startup

Your greatest asset is time. Use your time wisely. You can always make more money but you cannot get more time. #moneymindset #personalfinance #financialadvisor #cashflowplanning #financialplanning #innisfil

We have not officially opened our doors as yet but we are still serving our clients through our virtual office. We can be reached by the following; Telephone: 705-719-7125... Email: [email protected] Website: www.covenantwealth.ca Social Media: Twitter @covenantwealth.ca FB: @covenantwealth IG: @covenantwealth.ca Again, thanks to all our clients for allowing us to be of service during these difficult times. #virtualoffice #financialplanning #womeninbiz #moneymindset #workingfromhome #cashflowplanning

Looking forward to Talk Money to Me with Lidia Sicilia this Saturday at 1 pm on 416andthecity #moneytalks #financialfreedom #financialadvisor #cashflow #dreamer

We are a local wealth planning firm located at 2095 Thompson St, Innisfil. We know this is a difficult time for families and not having a financial plan only compounds your cash flow concerns. For more information, please give us a call at 705-719-7125 or visit our website at www.covenantwealth.ca

Hello Friends, . I have been nominated again this year for the Barrie Advance Readers Choice Awards in the Best Financial Advisor Category. Lets make it happen this year. Your vote and support is greatly appreciated. . You can vote every day until July 26th. .... Here is the link http://tinyurl.com/y83jkp2j Thank you! . #barrieadvancereaderschoice2020 #financialadvisor #barrie #Innisfil #bradford #simcoecounty

We are a local wealth planning firm located at 2095 Thompson St, Alcona We know this is a difficult time for families and not having a financial plan only compounds your cash flow concerns. For more information, please give us a call at 705-719-7125 or visit our website at www.covenantwealth.ca

Even in this current market there are investment opportunities. It doesnt need to be confusing if there is a seemless process to create the most optimal portfolio. Give us a call at 705-719-7125 or visit our website at www.covenantwealth.ca ... #wealthcreation #wealthplanning #financialadvisor

"By paying myself first, I was able to save $5,000 for my emergency fund within a year."

We want to say "thank you" to the many clients who reached out to us during this difficult time. It is times like this, as advisors, that we have an appreciation for our industry and the value that we bring to the table in helping clients gain peace of mind and financial security. #financialplanning #financialsecurity

While cash flow seems to be top of mind for everyone. We also need to be mindful that there is life after this pandemic and having a solid financial plan is still essential. Will your current financial plan keep your finances intact post-Covid-19? Take the Money Gaps questionnaire!... https://lnkd.in/eAEV37c See more

Someone once said that if you want to earn a million dollars find a million people to serve. So while we are building our wealth..we need to ask ourselves, what value are we bringing to the table and how are we using out gifts and talents to serve humanity? #quoteoftheday #wealthcreation #financialplanning

Cash Flow I think one of the things this pandemic has taught us is how little of it the average family has. Having an emergeny fund creates a financial cushion for the unexpected. It is recommended that we have enough to cover 4-6 months of living expenses. ... #cashflowplanning #EmergencyFund #livingexpenses #family #financialadvisor

SMART MONEY IS BACK!! Last year I started these weekly video series as a way of building community through financial literacy. I have had several of you reached out to me to ask me when I would resume these video. Well, there is no better time like right now. We are definitely living in unprecedented times with this pandemic. COVID-19 has affected every aspect of our lives especially our finances. Finacial literacy is key in helping us to navigate our way in making sol...id financial decisions . Si, I hope these videos will be a blessing. Stay strong. Stay Safe. See you in the next video. #financialliteracy #smartmoney #financialadvisor #cashflow #

Getting through Covid-19 with your finances intact will require a shift in your money mindset.

We have seen a surge in online searches for wills and powers of attorney as well as term life insurance. We understand the main concern of many families while we are in this pandemic - the wellbeing of their loved ones, that in the worse case scenario, they will be ok. We want to feature one of our carriers, Foresters Financial, and the unique member benefits they offer which include;... Discounted Legal Services which includes Wills and POAs Academic ScholarshipsFinancial Councelling Community Grants For more info, please call our office at 705-719-7125. #wills #powersofattorney #termlife #lifeinsurance #financialplanning #cashflowplanning

Happy Easter to you and your family. This Easter weekend is far different from all the others due to COVID-19, social distancing and our current quarantined situation. May we carry God in our hearts, stay connected with our friends and our families and together we will get through this pandemic.... Stay safe and stay home. #easter #staysafe #stayhome

Your guide to the benefits available to Canadians affected by COVID-19.

Although financial services is listed as an essential service, we have decided to take our business online to prevent the spread of COVID-19. Our clients can connect with us via Zoom or Skype. We are still answering the phones and responding to emails. We want everyone to stay safe and healthy. We are all in this together!... #essentialservices #financialplanning #financialadvisor #socialdestinancing

As COVID-19 continues to spread around the globe we are witnessing many significant changes in the travel insurance industry. This has left many Canadians who have purchased travel insurance, reading the fine print of the policy wording of their insurance contracts, trying to figure out what they are covered for and whether they can submit a claim. I hope this post will provide some insights and FAQs as it pertains to this travel advisory.... https://covenantwealth.ca/travel-insurance-covid-19/

Great read. A few financial planning tips for the recession ahead. The most important one is liquidity- having cash on hand to cover living expenses. #financialplanning #recession #savings #financialadvisor

In light of COVID 19, the government has set aside an $82B AID Package to help families and businesses. Here are a few key points from PM Justin Trudeaus press conference this morning.

What type of leader are you? #quotestoliveby #leadership

I am truly humbled by the many recognition that I received this International Womens Day. I am grateful for the many women who came alongside me to anchor the vision of Covenant Wealth Financial Services and South Simcoe Community StartUp. Thank you Town of Innisfil, Xcelerateher, The City of Barrie, Sandbox Centre, Henry Bernick Entrepreneurship Centre, Georgian College for sharing my story. ~ Joy A. Adams #IWD2020 #womeninbiz #Xcelerateher #entrepreneurs

We are all about protecting our clients wealth. A health crisis can deplete years of savings!! Protect your health with affordable and flexible health and dental coverage. If youve lost your group insurance benefits, we can help you with alternative health care options. Call our office at 705-719-7125 or email [email protected] for more info.... Self Care = Health Care #healthinsurance #dental #prescription #groupbenefits