What does Mountain Planning do?

Mountain Planning Group Inc. is a private wealth management and insurance firm located in Kelowna, British Columbia, Canada. The company focuses on helping clients achieve financial security and plan for retirement, enabling them to enjoy their present while preparing for the future. Led by Jeremy Harris, a Professional Financial Advisor, the firm offers a wide range of financial planning and insurance services. These include health insurance, disability insurance, critical illness insurance, life insurance, and group health benefits. Mountain Planning Group Inc. specializes in identifying the financial planning needs of business owners and their families, developing customized solutions to meet their financial goals. The company serves business owners, individuals, and families seeking comprehensive financial planning and insurance solutions tailored to their specific needs.