Welcome

Mission Statement

Firm Overview

Harbour Planning Group is an independent, privately owned, full service financial planning firm. Harbour Planning Group is dedicated to successfully coordinating your estate, risk management, investment and retirement planning all through a single comprehensive process known as the “Navigator Life Planning Process”.

Core Values and Beliefs

• Integrity
  At Harbour Planning Group we adhere to a strict code of honesty, integrity and ethical behaviour.

• Objectivity
  At Harbour planning Group we place the interests of our clients first. Our firm represents many leading financial institutions and as a result, our clients have the added peace of mind of knowing our financial advice is truly unbiased.

• Service
  At Harbour Planning Group we strive to deliver the highest level of client service. This is evident in the investment we have made in our team. Our firm presently employs four full time support staff; two of which are in house planners, one client services manager and one office administrator.

• Competence
  At Harbour Planning Group we strive to maintain the highest professional standards. We combine years of experience with ongoing education to offer our clients sound financial advice.