Mountain Planning Group Inc. - Wealth Management & Life Insurance Planning

09/11/2025

Today marks 25yrs in the financial industry. Taking a moment to reflect at the path to today, where I want to get to, and how to constantly improve on the relationships with amazing people and clients.
Many thanks to those who have been there supporting along the way, especially my wife and family, always feel your support each day. As well within the industry, notably:
Michael Mervyn
Gary Wardrop
Rishu Bains, CHS

06/09/2024

Segregated funds offer additional benefits for investments and estate planning. The creditor protection ensures money will go to beneficiaries as planned without doubt. Further, our estate settlement options offer the ability to distribute the money all at once, or over a period of time, or both.
If you have a desire to bullet proof your estate and investment planning, let’s chat.
Touch base anytime to understand more.

Passing on your estate

What tools, besides mutual wills, can ensure my hard-earned assets go to my kids?

01/01/2024

~ Happy New Year ~

From our family to yours, wishing you all a healthy and prosperous 2024!

12/28/2023

~ 2024 TFSA ~

The TFSA limit for 2024 is now $7000.

Not only are you able to contribute for 2024, you are also able to catch up on any unused contribution room.

January 1st of each year, if you made withdrawals from your TFSA at any point, you can recontribute that amount as well.

Lots of options and flexibility within your TFSA. Ready to get started?

12/25/2023

~ We Wish you a Merry Christmas ~

Here’s to you and your family enjoying a safe and healthy holiday season!

12/24/2023

~ Piece of Mind ~

Part of the planning we include with our services is protecting your family in the event of loss.

Covering your debt/mortgage and replacing lost income through proper Life Insurance planning is fundamental to any client plan.

Need to review your coverage for your family’s security?

12/23/2023

~ Your Family’s Future ~

Whether it’s saving for your retirement, your child’s post secondary education needs, we can help you plan for your needs and goals.

Not sure where to get started? Let’s organize an introductory meeting to figure it out.

12/19/2023

~ Aim + Plan + Action ~

Whether it’s saving for a house using the new FHSAs, or retirement using RRSPs & TFSAs, we can help create an action plan for your goals.

Don’t delay any longer, let’s get your plan on the right track.

12/01/2023

~ Guarding your Finances ~

Looking for additional protection for your investments against the market ups and downs?

Segregated funds offer 75/100% guarantees for your investments in the event of an untimely passing.

This can ensure that at least your entire initial capital transfers to your beneficiaries in the event of a market correction at the time of death.

Want to feel safer financially? Let’s get together and discuss your options.

11/29/2023

~ Term Life Insurance ~

It isn’t sexy or glamorous, it’s extremely functional and cost effective.

Anyone needing short term coverage for personal planning items such as a mortgage and income replacement, to business owners needs such as key-person and buy/sell agreements.

Term Life is a solution. Need to review your planning, our doors are open to help!