About The Covenant Group

Welcome to The Covenant Group, creator of The 8 Best Practices of High-Performing Advisors™. We specialize in helping organizations grow market share and increase productivity by improving the practice development capability of their owners, managers, advisors and agents. We work with institutions to align their interests with those of their partners, in bringing products and services to the end-user consumer.


What We Do
  • Redefine Performance - We help clients implement new business models to achieve double-digit growth.
  • Knowledge Transfer - We equip clients to get the greatest value from their Human Capital through training and state-of-the-art technology
  • Continuous Improvement - We foster long-term learning relationships to ensure solutions evolve with our clients’ growth.
  • Strategic Partners – We assemble a team with expertise specific to our clients’ needs.
  • Total Solutions – We combine strategic planning, tactical implementation, coaching, training, and advisory services.
Our Values
  • Experience - We have trained thousands of Advisors through our Management and Advisor coaching programs.
  • Results - Advisors who have gone through our programs typically see revenue increases of 50% to 200% over a 12 to 24-month period.
  • State-of-the-art tools - We are at the forefront of modern learning utilizing the most up-to-date media: customized web portals, multimedia presentations, leader guides, books and audio tracks.
  • Reputation: In 2002, LIMRA appointed The Covenant Group as its exclusive external provider of Practice Development Solutions. LIMRA services over 800 financial services organizations around the world.
  • Strength: Established in 1995, The Covenant Group is headquartered in Toronto, with offices in Québec and the US and works with some of the world’s largest institutions in North America, Europe and the Caribbean.

There are currently no events in the upcoming calendar. Please check back again soon.


Change in the Marketplace, Changing Behavior, Communications, Compelling Answers, Contemplating, Healthy Business, International Business Development, Online Marketing, Three Business Priorities, Worldwide Entrepreneurs


Yves Delvallet George Hartman
Herb Koplowitz Norm Trainor

VIEW ALL