Helping Business Owners & Families Enjoy their lives.

BOOK A MEETING

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.

BOOK A MEETING

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.

FAMILIES

INCORPORATED PROFESSIONALS

BUSINESS OWNERS

Jeremy Harris, PFA

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.

BOOK A MEETING

      EXCELLENT  
   Based on 18 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Naturally-Based Beauty with Ali & Devin Molstad 
 
 
 
  Anytime I need help, it’s only a quick text or call away!
  
 
      Posted on Google  
   
   Blair Williams 
 
 
 
  I've been dealing with Jeremy Harris for my Financial Planning for well over a decade and can't say enough good things about his services and returns on my investments.  I am most likely one of his smaller clients but he treats me like I am his biggest!  I would definitely recommend Jeremy and Mountain Planning for your financial future. Blair Williams
  
 
      Posted on Google  
   
   Megan Shykora 
 
 
 
  Jeremy is Awesome! Always very professional and communicates with us regularly! Highly recommend Jeremy as your financial planner.
  
 
      Posted on Google  
   
   Doug Baird 
 
 
 
  My partner, Sheila, has been a client of Jeremy's for close to a decade.  She has always been pleased with his service and reply time.  Sheila doesn't really "get" investing so Jeremy has been great at walking her through everything.
  
 
      Posted on Google  
   
   Bonnie Gosselin 
 
 
 
  So impressed with how quick Jeremy is at getting back to me with my questions and concerns!  Excellent client service!!
  
 
      Posted on Google  
   
   Sandra Buyze 
 
 
 
  We have really appreciated working with Jeremy at Mountain Planning - over the years we've built a relationship of trust and friendship.  Both David and I respect Jeremy's advice on our investments, and besides that it's just a pleasure working with him.
  
 
      Posted on Google  
   
   Jenn Bern 
 
 
 
  Stumbling upon Jeremy and Mountain Planning Group was sheer serendipity. While I haven't had the ability to use their services thus far, Jeremy has been incredibly helpful with my endless questions and I truly appreciate the care he obviously puts into his business. When life allows, I'll be trusting Jeremy with my financial needs and highly recommend others do the same. MPGs professionalism and loyalty to their clients welfare is clearly paramount.
  
 
      Posted on Google  
   
   Kristy Towson 
 
 
 
  Jeremy is incredibly professional, knowledgeable, and genuinely cares about his clients needs. Highly recommend.

Helping Business Owners & Families Enjoy their lives.

YOUR NEEDS

YOUR GOALS