Portfolio Planning - Vancouver, British Columbia

Hosanna T.

From the very first interaction, Vishal impressed me with his extensive knowledge and professionalism. He was patient, taking the time to answer all my questions and guiding me through the process of securing insurance for my family. He listened to my needs without ever pushing unnecessary products, making me feel that he genuinely cared about my family's best interests. It’s refreshing to work with someone you can trust. I highly recommend Vishal; he is knowledgeable, attentive, and truly cares about his clients!

Jag D.

Vishal is someone that has been supporting me with my financials for quite sometime now. Always efficient, on top of his communication and follow ups are what makes him the best in the industry. Highly recommend connecting with Vishal and the team from Portfolio Planning!

Caroline M.

Vishal has been great at introducing us to folks and ways of working we wouldn’t have had connections too. The wealth of knowledge, helps you to actualize the steps you need to reach your goals. Highly recommend Vishal!

Harpreet G.

It's been a great experience working with Vishal. He is very knowledgeable and professional. He takes the time to understand your financial goals, and then creates a plan customized to you. I'm impressed by his ability to explain such complex topics in a way which are easy to understand. He's very personable and easy to talk to. He genuinely cares about you financial success!

Harjit P.

I recently worked with a Vishal to create a personalized financial plan, and I couldn't be happier with the experience. He was incredibly knowledgeable and took the time to thoroughly understand my financial situation and life goals. He instilled a great deal of confidence in my plan, and I felt reassured that they had my best interests in mind. The process entire process very smooth. He recommended planning for things and life events I hadn't even thought about.

Thank you Vishal, best in the industry! Highly recommend connecting with him for your financial and insurance planning.

Renu G.

I can't say enough about Vishal and the Portfolio Planning team. He took the time to get to know my and my family needs. I was presented with options and the pros and cons of each option. He understood my end goals and made sure I got my money's worth. When it came to life insurance, I was given a higher rate due to being a higher BMI and he asked if he could dispute it as he knows I live a healthy lifestyle and I powerlift. He was able to lower my rate back to the base rate and I don't see how many others would go the extra mile. Couldn't recommend a better financial advisor and I'm glad I have him looking after my family and I.

Sandy G.

Vishal was very personable and easy to work with. He took the time to understand my financial goals and needs and helped me create a plan that was attainable. He's very easily accessible and always made time for me. His knowledge, insight, and way of explaining things are why I would recommend him to anyone.

Blo B. D. B. V.

Vishal and his team were incredible at engaging with my young team to teach them the basics about saving, investing and planning ahead. I highly recommend his group learning nights as an added perk of working for your company. Thanks Vishal!