by Mountain Planning | Nov 3, 2025 | Blog, Business Owners, insurance, life insurance, Professional Corporations
Corporate Life Insurance Planning: Protect, Reward, and Plan for the Future Running a business in often means wearing multiple hats—owner, leader, and long-term planner. But have you ever thought about what happens if you or a key person in your company passes away...
by Mountain Planning | Sep 3, 2025 | Blog, critical illness insurance, insurance
Critical Illness Insurance Explained Why consider Critical Illness Insurance? The purpose of Critical Illness Insurance is to provide a tax-free lump sum benefit if you’re diagnosed with a covered serious illness. It’s designed to ease the financial pressure that...
by Mountain Planning | Oct 1, 2024 | Blog, insurance, life insurance, Professional Corporations
Insurance For Physicians – What Kinds Do You Need?You have travelled a long road to becoming a physician. You put in the gruelling hours needed to pass medical school and build your practice. Now you want to make sure that you can protect your income and share your...
by Mountain Planning | Aug 6, 2024 | Blog, Business Owners, disability, disability insurance, Family, farmers, financial advice, health benefits, incorporated professionals, Individuals, insurance, Professionals
If you cannot work because you are seriously injured or ill, disability insurance will provide you with a monthly, tax-free income to help replace your lost wages. An injury does not have to be as blatant as a broken leg or arm – suffering from chronic pain or...
by Mountain Planning | Jun 3, 2024 | Accountants, Blog, Business Owners, Center of Influences, Estate Planning, Family, farmers, financial advice, Financial Planning, incorporated professionals, Individuals, insurance, investment, life insurance
Our Network of Professionals As a financial advisor, my primary goal is to help you achieve financial clarity. I do this by accessing a network of dedicated professionals, each bringing their unique expertise to the table. Together, we provide personalized advice and...
by Mountain Planning | May 1, 2024 | Blog, Debt, disability, disability insurance, Family, financial advice, Financial Planning, Individuals, insurance, RDSP
Taking charge of your family’s financial well-being through effective budgeting is a crucial step in securing a brighter future. We’ll explore the significance of budgeting and provide practical tips to help you manage your money wisely while ensuring the...
