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# Harbour Planning Group

Live your dreams sooner.

## Sitemaps

- [XML Sitemap](https://hpgwealth.ca/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [BLOG](https://hpgwealth.ca/blog/) - [et_pb_section fb_built="1" fullwidth="on" _builder_version="3.22.3" bottom_divider_flip="horizontal"][et_pb_fullwidth_header title="Blog" background_overlay_color="rgba(0,0,0,0.25)" _builder_version="3.16" title_font="Lato|700|||||||" title_font_size="46px" title_line_height="1.5em" content_font="Lato||||||||" content_font_size="20px" content_line_height="1.8em" subhead_font="Lato|700|||||||" subhead_font_size="25px" subhead_line_height="1.5em" background_color="#afafaf" background_image="https://harbourplanninggroup.com/wp-content/uploads/2019/05/GettyImages-918749116-1.jpg" custom_margin="|||" custom_padding="5vw||150px||false" animation_style="slide" animation_direction="top" animation_intensity_slide="2%" title_font_size_tablet="36px" title_font_size_last_edited="on|phone" button_one_text_size__hover_enabled="off" button_two_text_size__hover_enabled="off" button_one_text_color__hover_enabled="off" button_two_text_color__hover_enabled="off" button_one_border_width__hover_enabled="off" button_two_border_width__hover_enabled="off" button_one_border_color__hover_enabled="off" button_two_border_color__hover_enabled="off" button_one_border_radius__hover_enabled="off" button_two_border_radius__hover_enabled="off" button_one_letter_spacing__hover_enabled="off" button_two_letter_spacing__hover_enabled="off" button_one_bg_color__hover_enabled="off" button_two_bg_color__hover_enabled="off"][/et_pb_fullwidth_header][/et_pb_section][et_pb_section fb_built="1" _builder_version="3.22.3"][et_pb_row _builder_version="3.22.3" background_size="initial" background_position="top_left" background_repeat="repeat"][et_pb_column type="4_4" _builder_version="3.0.47"][et_pb_image src="https://harbourplanninggroup.com/wp-content/uploads/2019/03/red_dot.png" align_tablet="center" align_last_edited="on|desktop" _builder_version="3.23" max_width="9%" custom_margin="-130px|||-50px"][/et_pb_image][et_pb_blog fullwidth="off"
- [HPG Saturday Reads](https://hpgwealth.ca/hpg-saturday-reads/) - June 7, 2025 On HPG Reads this Saturday, we are reading about how "An estate plan goes beyond just having a will". Click the link below to read the article with us! Future-proof your estate: Why planning now pays off later Previous HPG Reads May 24, 2025 "The story behind the numbers offers encouragement not
- [Avoid Probate Fees](https://hpgwealth.ca/avoid-probate-fees/) - There are new requirements effective January 1, 2015 that Estate Trustees (formerly known as Executors) must fulfill when performing their duties. To learn more, attend one of our FREE Estate Planning Seminars. Watch for details.
- [Common Mistakes in Will Drafting](https://hpgwealth.ca/common-mistakes-in-will-drafting/) - At Harbour Planning Group, we believe the Will and Powers of Attorney are the cornerstone to a proper financial plan. As such, it is paramount that these documents be reviewed on a regular basis. Keep an eye out for one of our FREE Estate Planning Seminars which will address common mistakes in Will drafting.
- [Avoid Old Age Security Clawback](https://hpgwealth.ca/avoid-old-age-security-clawback/) - If you or your partner are losing some of your Old Age Pension, learn ways to GET IT BACK by attending one of our FREE Estate Planning Seminars. Watch for details.
- [Assess Joint Ownership-Seldom a Wise Choice](https://hpgwealth.ca/assess-joint-ownership-seldom-a-wise-choice/) - Joint Ownership between husband and wife is generally not a problem. However, joint ownership between a parent and their child/children can cause a host of problems. To learn more, attend one of our FREE Estate Planning Seminars. Watch for details.
- [Minimize Taxation](https://hpgwealth.ca/minimize-taxation/) - Taxation is one of the major threats to wealth creation/preservation. To learn ways to minimize taxation, attend one of our FREE Estate Planning Seminars. Watch for details.

## Pages

- [Home](https://hpgwealth.ca/) - Welcome to Harbour Planning Group. We will create a financial plan that is custom made just for you so that your financial dream can become a reality!
- [Our Team](https://hpgwealth.ca/our-team/) - Meet the Harbour Planning Group team! Ready to help build your financial future and investment planning.
- [Parker Koole](https://hpgwealth.ca/parker-koole/)
- [Brenda Sills](https://hpgwealth.ca/brenda-sills/)
- [Phyllis Chapman](https://hpgwealth.ca/phyllis-chapman/)
- [William McKerrall](https://hpgwealth.ca/william-mckerrall/)
- [Kaylee Boulley](https://hpgwealth.ca/kaylee-boulley/)
- [Kara Shillington](https://hpgwealth.ca/kara-shillington/)
- [Jeremy Goldsmith](https://hpgwealth.ca/jeremy-goldsmith/)
- [Angela Szusz](https://hpgwealth.ca/angela-szusz/)
- [What We Do](https://hpgwealth.ca/what-we-do/) - We specialize in comprehensive, holistic financial planning. We understand that every family is unique, so every solution must be unique. Our process starts with a simple conversation so we can fully understand your family’s unique situation, challenges, and goals.
- [Our Approach](https://hpgwealth.ca/our-approach/) - At Harbour Planning Group, our approach is to create a financial plan that is custom made just for you so that your financial dream can become a reality!
- [CONTACT](https://hpgwealth.ca/contact/) - Contact Harbour Planning Group to create your personalized financial plan.
- [Jeff Shillington](https://hpgwealth.ca/jeff-shillington/)
- [Jeanine Bain](https://hpgwealth.ca/jeanine-bain/)
- [Kevin Goldsmith](https://hpgwealth.ca/kevin-goldsmith/)
- [Designations](https://hpgwealth.ca/designations/)
- [Privacy Policy](https://hpgwealth.ca/privacy-policy-2/) - Privacy Policy Harbour Planning Group is committed to protecting the personal information of its clients, employees and other individuals. On our website, we only collect personal information required to improve the services we offer, to improve our site content and, with your permission, to contact you with information about our services. We will not
- [Investor Privacy Policy](https://hpgwealth.ca/investor-privacy-policy/) - Sterling Mutuals Inc. Privacy Policy As of January 1, 2004, organizations in Canada that collect, use or disclose personal information in the course of commercial activities will have to comply with the federal Personal Information Protection and Electronic Documents Act ("PIPEDA"). As required by the legislation, Sterling Mutuals Inc. (Sterling) has put in place policies and
- [Disclaimer](https://hpgwealth.ca/disclaimer/) - Disclaimer The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Harbour Planning Group and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses
- [Our Process](https://hpgwealth.ca/our-process/) - At Harbour Planning Group, our process creates a financial plan that is custom made just for you so that your financial dream can become a reality!
- [Investor Privacy Notice](https://hpgwealth.ca/investor-privacy-notice/) - Investor Privacy Notice As an organization that collects, uses and discloses personal information, Harbour Planning Group is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004. In complying with these laws, it is important that Harbour Planning Group provide you

## Categories

- [Uncategorized](https://hpgwealth.ca/category/uncategorized/)
- [Taxation](https://hpgwealth.ca/category/taxation/)
- [Estate Planning](https://hpgwealth.ca/category/estate-planning/)
- [Old Age Pension](https://hpgwealth.ca/category/old-age-pension/)