HARBOUR PLANNING GROUP
Live your dreams sooner.What’s your dream? Let us create a financial plan that is custom made just for you so that dream can become a reality.
Are you ready to live your dream sooner?
What we do
hpg is an independently owned financial planning firm located in the heart of Chatham, Ontario. Our team is dedicated to building genuine, long-lasting relationships with clients. We strive for our clients to understand their financial situation so they can have the comfort of knowing what path they’re on.
Whether you want to grow, preserve, or transfer your Family’s wealth, we can develop a plan to help.
We are not tied to one institution and their products. Instead, our product shelf is comprised of numerous companies which we can choose from to ensure you’re receiving what is truly right for you.
Our firm has been operating for more than 25 years and we have over 50 years of combined experience in the financial services industry.
Our clients know their financial future is in good hands because of the wealth of knowledge planners hold. Our planners hold many exclusive and world-renowned designations including CFP®, CFA, QAFP™, CLU, TEP, EPC.
Our planning services are offered on a fee-only basis – there are no hidden commissions or fees. We are structured so we do better when our clients do better.
As financial planners, we are held to the Standards of Professional Responsibility laid out by our overseeing body, FP Canada. One of which is to be held to a fiduciary standard – we are obligated to always put our client’s best interests at the forefront of any decision we make.
Having your entire financial picture managed under one roof can simplify your financial life by replacing multiple advisors with one point of contact. Our team considers every aspect of your situation before making a recommendation to ensure you get consistent, not conflicting advice.