Helping Business Owners & Families Enjoy their lives.
YOUR NEEDS
We help business owners and their families identify their financial planning 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.
