Planning for your golden years? Consider the benefits of long-term investments and diversified portfolios. Consult a financial advisor to align your investments with your retirement goals. Secure your future today! #GoldenYears #InvestmentPlanning
Mountain Planning Group Inc.
Financial Services
Kelowna, BC 421 followers
Our goal's to assist you with your financial security needs and retirement planning. Come have a coffee - let's talk!
About us
Wealth Management & Insurance Services We focus on tax efficient strategies for Retirement Planning for investors of all ages. Our fundamental approach and portfolio management ensures a safe and stable basis for your investment goals, protecting your investments from start to finish.
- Website
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http://www.mountainplanning.ca
External link for Mountain Planning Group Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Kelowna, BC
- Type
- Privately Held
- Founded
- 2000
- Specialties
- Wealth Management, Insurance Strategies, Retirement Planning, Corporate Tax Shelters, Investment Strategies, TFSA's, RESP's, and Critical Illness
Locations
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Primary
#203-145 Asher Rd
Kelowna, BC, CA
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110-565 Bernard Ave
Kelowna, BC, CA
Employees at Mountain Planning Group Inc.
Updates
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Financial stability requires a balance of saving, spending, and investing. Regularly review your financial plan and adjust as needed. Consult a financial advisor for a tailored approach. Achieve lasting financial stability! #FinancialStability #MoneyManagement
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📢 The Bank of Canada Delivers a Bold Rate Cut 📉 The Bank of Canada announced an oversized rate cut of 0.5%. The policy rate now stands at 3.75%, marking the fourth consecutive cut since June. This is the largest rate reduction by the Bank outside the COVID-19 pandemic, with the last comparable cut dating back to the 2009 global financial crisis. #BankofCanada #InterestRates
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Saving for your child's future? Start a savings plan early and contribute regularly. Consider education funds and investment options. Consult a financial advisor for guidance. Secure your child's financial future today! #ChildSavings #FutureInvestment
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Planning for retirement should include long-term health care. Consider insurance and savings options to cover potential healthcare needs. Consult a financial advisor for a comprehensive plan. Ensure a secure and healthy retirement! #RetirementPlanning #HealthCare
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Travel insurance is essential for peace of mind. Protect yourself from unexpected events during your trips. Research and choose the best policy for your needs. Consult an advisor for recommendations. Travel worry-free! #TravelInsurance #PeaceOfMind
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Creating a will is essential for estate planning. Ensure your assets are distributed according to your wishes. Regularly update your will to reflect life changes. Consult an estate planner for advice. Protect your legacy today! #EstatePlanning #WillPreparation
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Financial education empowers you to make informed decisions. Take courses, read books, and stay updated on financial news. Knowledgeable decisions lead to better financial health. Invest in your financial education today! #FinancialEducation #MoneyManagement
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Preparing for major life changes, like marriage or a new job, requires financial planning. Adjust your budget and savings goals accordingly. Seek advice from a financial advisor. Navigate life changes with financial confidence! #LifeChanges #FinancialPreparation
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You’re a respected professional physician, and you pride yourself in making sure your family and your staff are taken care of. You also want to plan for the future so you can share your wealth. Our article “Insurance For Physicians – What Kinds Do You Need?” provides details on how you can reach all of these goals – from protecting your income stream to leaving a legacy. #physiciansinsurance #doctorsinsurance #insurance