BUSINESS OWNERS

Playing with your children. Skiing on the slopes. Enjoying your life.

Wouldn’t you rather be doing these instead of spending hours planning your finances?

Crafted Financial Advice for Business Owners

We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long-term financial goals.

Why work with us?

Worry less about money and gain control.
Organize your finances.
Prioritize your goals.
Focus on the big picture.
Save money to reach your goals.

What can we help you with?

Accumulation:

Cash Management – Savings and Debt
Tax Planning
Investments

Protection:

Insurance Planning
Health Insurance
Estate Planning

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Investment Planning for Business Owners

Wondering when you can retire?

Retirement planning can be a complex process for us all, but if you are a business owner it can get even more complicated. A common mistake made by business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.

One of the key ideas is the consideration of both your business and your personal finances and how to structure and integrate the two in order to create a robust retirement financial strategy.

We’ll evaluate different investment vehicles including:

Registered Retirement Savings Plan (RRSP)
Tax-Free Savings Account (TFSA)
Non- Registered Investments
Company Pension Plan

We create a tailored investment plan that meets your goals.

Gain financial security when working with us.

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Insurance Planning for Business Owners

For business owners, making sure their business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your business in the case of uncontrollable events such as disability, critical illness or loss of a key shareholder or employee.

Areas of insurance:

Health
Disability
Critical Illness
Life
Group Health Benefits
Business Overhead Expense
Key Person
Buy-Sell
Succession

Insurance can also be utilized for tax sheltering and investment purposes.

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      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.