INVESTMENT PLANNING

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

Wouldn’t you rather be doing these instead of spending hours picking funds?

Investment Planning

For business owners, incorporated professionals and their families, investment planning can be confusing and overwhelming.

There are multiple factors to consider including:

Liquidity
Tax
Investment Timeline
Return on investment
Risk
Inflation
Market Fluctuation

… and don’t forget to figure out your short, medium and long term goals.

What can we help you with?

Financial Clarity:

Helping you get clear on your financial goals such as buy a home, purchase another business, financial freedom, take care of your family, retire early… etc.
Once we know your goals, then we put together a plan to achieve these goals.
We go through the plan, educate and answer your questions so you understand what needs to be done.
We regularly adjust and monitor your plan so we can ensure you stay on track to achieve your financial goals.

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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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Investment Planning for Incorporated Professionals

For incorporated professionals, preparing for retirement can be challenging. One of the challenges is not having a plan in place.

Essential considerations when planning for retirement should include:

Personal Income Sources including Registered Retirement Savings Plan, Tax Free Savings Account, non-registered investments, Company Pension Plan
Government Benefits including Canada Pension Plan, Old Age Security
Income Needs- determine how much you need in retirement
Debts- if you have any and how to pay it off
Health, Critical Illness and Long Term Care Insurance
Your Assets

Book a meeting today so you can gain peace of mind that your retirement dreams can be achieved.

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      EXCELLENT  
   Based on 18 reviews 
    
 
 
 
   
 
 
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   Naturally-Based Beauty with Ali & Devin Molstad 
 
 
 
  Anytime I need help, it’s only a quick text or call away!
  
 
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   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
  
 
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   Megan Shykora 
 
 
 
  Jeremy is Awesome! Always very professional and communicates with us regularly! Highly recommend Jeremy as your financial planner.
  
 
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   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.
  
 
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   Bonnie Gosselin 
 
 
 
  So impressed with how quick Jeremy is at getting back to me with my questions and concerns!  Excellent client service!!
  
 
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   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.
  
 
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   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.
  
 
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   Kristy Towson 
 
 
 
  Jeremy is incredibly professional, knowledgeable, and genuinely cares about his clients needs. Highly recommend.