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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Covenant Wealth Financial Services

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Innisfil, ON
Covenant Wealth Financial Services

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We work with retirees, small business owners, contractors, and young families to build financial security and confidence in their future.

Serving Innisfil, Barrie, Wasaga Beach, and Simcoe County. Covenant Wealth Financial Services is a holistic financial planning services firm. We work with our clients to build sustainable wealth over time. We believe that our client's financial journey should begin with cash flow management.

10/28/2026

Your retirement income adds up—and it could affect your OAS. Pensions, investment income, rental income and taxable capital gains can all contribute to a clawback.

A little planning today can help you keep more of your retirement income. ☕

10/18/2026

🎉🎉Today we launched the Retirement Coffee Chats- Barrie🎉🎉

We want to thank everyone who were at the the table especially two of our community partners; Karen Johnson CPA Professional Corporation and Michaele-Sue Goldblatt and of course our host ans CEO, Joy A. Adams .

If you are near retiring and looking for community- join us every 3rd Saturday of the month at a restaurant/Cafe in Barrie between 12:30pm-2:00pm.

Follow our page for venue location!

No Presentations. No Selling. No pressure

Hosted by Covenant Wealth Financial Services

10/13/2026

Nearing retirement and wondering when to start CPP and OAS?

We've created a free, fillable Covenant Wealth checklist to help you explore whether starting sooner or waiting may suit your circumstances.

Your health, income needs and other retirement savings all matter—and you can choose different starting ages for CPP and OAS.

Download the checklist here:
https://drive.google.com/file/d/1O-_oF2q-RZ6LEPAYE9NUc5u9xe3B-qcH/view?usp=sharing

We hope this helps you feel more informed as you plan your next chapter. Feel free to share it with someone approaching retirement!

10/09/2026

10/08/2026

RETIREMENT IS MORE THAN LEAVING WORK

For many people, work provides more than income. It can also provide structure, identity, relationships and a sense of contribution.

When that chapter ends, the transition can feel exciting—but it can also create uncertainty.

You may know the date you want to retire. You may even know how much income you expect to receive. But have you considered how you want your days to feel?

A meaningful retirement may include:
• Spending more time with family and friends
• Travelling or exploring new places
• Volunteering and serving your community
• Mentoring the next generation
• Starting a small business or passion project
• Learning a new skill
• Improving your health and well-being
•Deepening your faith
• Simply having more freedom over your time

There is no single picture of a successful retirement. Your next chapter should reflect your values, priorities and sense of purpose.

10/01/2026

We’re expanding! ☕❤️

We're excited to announce that Retirement Coffee Chats are coming to Barrie this October.

Our vision has always been bigger than one location: to create welcoming spaces across Simcoe County where retirees and pre-retirees can have meaningful conversations about retirement — not just the finances, but life, purpose, family and legacy.

Barrie is our next step.

No presentations. No selling. No pressure.

Just Coffee. Conversation. Community.

Stay tuned for details about our first Barrie Coffee Chat!

09/30/2026

What comes first in retirement—income today or leaving more for tomorrow?

The answer will be different for every person and every couple.
If leaving a legacy is important, you may want to consider how RRSP/RRIF withdrawals and your TFSA fit into your longer-term estate strategy.

If your priority is retirement cash flow, coordinating CPP, OAS and investment withdrawals may help you create the income you need while also considering taxes and longevity.

The key isn't choosing one account in isolation. It's understanding how all the pieces work together.

That’s our thought for this week:

💡 The right retirement strategy starts with knowing what you want your money to accomplish—for you today and for the people you care about tomorrow.

05/05/2026

Markets move. Life changes.
Wisdom plans for uncertainty — not perfection.
The most successful retirees aren’t lucky. They’re prepared.

Address

2095 Thompson Street
Innisfil, ON
L9S1T1

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17057197125

Website

http://covenantwealth.ca/

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