Portfolio Planning

James is great to deal with and is a skilled up and comer in the financial planning industry.

Farrah has been amazing on my journey towards financial freedom. My time spent with her has been invaluable to my personal and financial growth.

I would 100% recommend Farrah!

Vishal has always been a stand up guy and has helped answer all my financial questions. As someone who often gets stressed about finances, he’s great at breaking things down and keeping you at ease. Great experience.

Vishal and his team at Portfolio Planning are amazing! Not only are they easy to talk to they broke things down to make them easy to understand. I would highly recommend!

Vishal is an exceptional professional - he is very responsive and attentive to your needs as his client. He truly cares and constantly goes above and beyond to make sure my needs are met - even when they are outside of his scope, he always goes the extra mile. I would highly recommend Vishal to anyone looking for a financial professional who has your best interest.

I reached out to Vishal for help regarding a complicated tax situation. Vishal was kind enough to go over my details and offered me useful pointers and advice. In the end, he recommended that I hire an accountant as his main expertise was not with taxation but with financial planning topics such as budgeting and investing.

Even though I did not end up hiring Vishal, I was highly impressed by his friendliness and honesty. He clearly understood my needs and offered appropriate directions, and also explained why his services would not be ideal for what I was looking for.

Vishal is AMAZING! If I could give him10 starts I would. He's understanding, patient and informative. When I had questions he explained everything thoroughly. He truly cares about his clients more than the products that are provided. He always provided me with different options to choose from and would go through each with me to ensure I understood everything. THANK YOU SO MUCH. HIGHLY RECOMMENDED.

My partner and I went to Vishal when we needed insurance to protect ourselves, each other, and our greatest asset which is our home, in the event if something were to happen to us. We wanted to make sure that we were taken care of and Vishal took care of us! What is great about working with Vishal is even during times of a pandemic he was able to help us with all the paper work virtually. He presented us with many options and explained them each thoroughly. We were able to sign our documents and do everything virtually so it was very convenient! He explains the process very well and is there for you every step of the way. We highly recommend going to Vishal! His professionalism, enthusiasm, and friendliness make him a great asset to have on your side!

It can be hard to find someone who is not only knowledgeable but that you feel is putting your best interests first. Vishal was that person for us. We were new to financial planning and found it very overwhelming. Vishal was thorough in explaining all the different options and scenarios to us. He worked tirelessly to ensure we were happy with the decisions we have made moving forward. Our financial future is on its way to being secure because we were fortunate enough to find someone so amazing to work with. We would absolutely recommend Portfolio Planning to anyone interested in working with a highly experienced and client driven business.

Nothing but a great experience working with Vishal and his team. I have some tax restrictions with Canada and USA, and Vishal thoroughly investigated options for investments while keeping cross border tax implications in mind. While working with Vishal over the past couple years, I have gotten great advice and opportunities to make sure I'm planning for my family's future. Thanks Vishal!

Working with Vishal has been a great experience! He is our financial counselor who is very knowledgable and has helped us organize our finances and manage our investments. He conducts quarterly plan reviews, which I really like, and provides us with updates and makes plan modifications as necessary. He is always available to answer any questions we have. Not only he is a great resource for nearly all financial decisions you face but also has access to some of the best professionals you would need such as Realtors, Accountants, RESP specialists etc. Thanks Vishal for sharing your knowledge and providing us financial guidance!

Vishal is very knowledgeable, professional and goes above and beyond for his clients. He takes the time to understand your goals and helps you find the best plan, products and services to make them come true. 10/10 would recommend Portfolio Planning to anyone looking to step up in their financial game.

Making the choice to reach out to Vishal for my financial planning was an easy one. He guides you through the entire process and works with you and your desired goals to achieve the best outcome. Vishal provided an ample amount of information and was able to adress all of my questions. Financial planning can be stressful at times but he was able to help me feel confident in my choices. I would highly recommend him! He is very knowledgable and genuinley cares about his clients.

Vishal is adept in all matters related to finances. I have been looking for someone like Vishal for quite sometime. I am glad our paths crossed. After our first meeting, I got so much clarity and a sense of direction, regarding my finance goals. Vishal took the time to listen, understand, and then formulated an action plan. He is very knowledgeable and truly is there for his clients. I trust him. I will continue to seek his professional opinion.

Vishal is fantastic. He eases the daunting topic of finances and provides a clear and easy way to understand it. I'd highly recommend him for anyone beginning to look at their situation, or looking for a change.

Vishal is very Personable, and so knowledgeable we feel very confident being his clients and would recommend him 100 percent!

Vishal was amazing and got us all the information we needed and answered all of our questions quickly and professionally. We do not live in the same city as Vishal so we had to do everything over the phone and computer and it went so smoothly. 10/10 experience for sure!

Thanks to Vishal and his team for getting me the right information to make a decision on my insurance policies. Very professional in all aspects and a great guy to work with. Would recommend to anyone

Vishal is one of the most genuine, dedicated, hard working individuals I have ever met. Right off the get go, Vishal made my wife and I feel that he had our best interests at heart, even at the expense of his own. We feel genuinely cared about and cared for with having Vishal manage our families present and future goals and dreams. We feel Vishal takes a genuine interest in our well being, always taking time to ask about our interests and hobbies, while still maintaining a focus on the business at hand. We've recommended Vishal to friends and family and they've had similar experiences in dealing with Vishal. As well as being extremely personable, his knowledge as it relates to finances and setting up attainable financial goals shines through. We recommend Vishal, without hesitation, to anyone looking for guidance on how to manage their finances.