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Your

Financial

Services

One-Stop Shop

Solving the Problems That Keep You Up at Night.

IMPORTANT ANNOUNCEMENT

Looking for Group Benefits or Group Retirement Services?

Effective July 1st, 2025, the Benefits and Group Retirement division of Covello has rebranded to LinkWell Insurance Group Inc. You’ll still find the same trusted team and services, built for the future.

About Us

ABOUT US

Covello Financial Group Inc. is a one-stop shop for financial services. We pride ourselves on being industry leaders in financial planning and succession & estate planning.

Our commitment to service and our strategic partners across Canada are what separate us from our competitors.

Our goal is to create mutually beneficial long-term relationships, and we wish the same for you!

Our Solutions

Strategic Partners

OUR SOLUTIONS

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Tax Planning

SUCCESSION

PLANNING

Financial
Planning

Estate
Planning

Succession Planning

STRATEGIC PARTNERS

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Our Team

MEET THE TEAM

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John Covello

President & CEO

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Tracey Kerslake

Chief Operating Officer

Bill Covello

Office Manager

INSURANCE PARTNERS

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Insurace Carrier Partners

CONTACT US

ONTARIO OFFICE

BC OFFICE

1-815 Fort William Road, Thunder Bay, ON, P7B 3A4
Phone: 431-278-9950

4040 Casorso Road

Kelowna, BC, V1W 4N6
Phone: 250-801-4496

For any general inquiries, please fill in the following contact form:

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