Helping Business Owners & Families Enjoy their lives.

YOUR NEEDS

We help business owners and their families identify their financial needs. 

YOUR GOALS

By learning what your goals are, we know where we’re headed.

OUR JOURNEY

We’ll guide you on your journey to financial security with proven strategies.

Crafted Financial Guidance

Wondering what the secret is to financial security is? Want to make sure you can have your finances in order so you can take care of your business, your family and what matters most. The good news is there’s no secret – you just need to work with a trusted team who can put together a customized plan for you!

Our belief and approach revolve around what is best for each client, one at a time. We feel that if the focus is on your needs and goals, and structure your planning around that foundation, we will always be growing & moving forward.

We have helped hundreds of business owners and families with their finances so they can enjoy their life.

 

OUR SERVICES

Mountain Planning Group Inc. is a private Wealth Management & Insurance Firm based in Kelowna, BC.

Our belief and approach revolves around what is best for each client, one at a time. We feel that if the focus is on your needs and goals, and structure your planning around that foundation, we will always be growing & moving forward. We know our clients are busy and dealing with your finances can be overwhelming and confusing. That’s what we’re here for: to take care of your finances so you have time to focus on what matters most to you.

Financial Advice

No matter your current situation or your dreams, we work with you to plan for your ideal future. Our plans are tailored for you.

Insurance

For business owners, your most valuable assets need to be protected: You and Your Business.

We provide:

  • Health Insurance
  • Disability Insurance
  • Critical Illness
  • Life Insurance
  • Group Health Benefits

By working with us, we make sure you are protected against unexpected events.

Investments

One of the challenges successful business owners face is figuring out how to invest their money in the most tax-efficient way possible so they can gain financial freedom.

We craft an investment portfolio that will help you gain financial security.

Jeremy Harris

Guiding your Financial Journey.

My goal is to assist business owners and their families with their financial security needs and retirement planning. Together with you, we can strategize the solutions to ensure your lifestyle and goals are achieved.

For over 2 decades, I’ve had the privilege to work with hundreds of business owners and families to help guide their financial journey so they can enjoy their lives. 

 

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