Each client relationship
is valuable and unique.

Results based planning
versus quick sales.

Helping clients achieve their
goals in each stage of life.

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 believe that full disclosure from both parties will allow for unrestricted growth in developing your future.

Our Services

Just as important as proper portfolio structure, the ongoing maintenance of the investment ensures proper allocation and diversification.

Personal Planning →
Corporate Planning →

“Every mountain top is within reach if you just keep climbing.” ~Barry Finlay~

Perfectly tailored financial solutions to get you to the top. Your needs. Your goals. Your journey.



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