Vishal has been an absolute lifesaver when it comes to organizing my finances. When I first started working with him, I was overwhelmed and unsure of where to start when it came to managing my fairly complex portfolio. But Vishal took the time to carefully listen to my goals and concerns, and then he developed a personalized plan that fit my needs perfectly. From the moment we started working together, he has been kind, patient, and above all, extremely knowledgeable about all things financial. He has helped me understand my finances in a way that I never could have on my own, and he has given me the tools and knowledge I need to make smart financial decisions going forward for me and my loved ones. What is truly remarkable about his process was that Vishal not only helped me achieve my financial goals, but he also took the time to understand what was important to me in life and helped me create a plan that aligned with my personal values and aspirations. This approach felt more human, and nestled in compassion which I really appreciated. For that reason, for me it isn’t just the excellent technical expertise that sets Vishal apart - it's his genuine care and concern for his clients. Vishal’s ability to empathize and connect with people is his true super power. He has always gone above and beyond to help me, whether it's answering my questions or simply lending an ear when I needed to vent about my financial stress. I truly feel like I can trust him first and foremost as a dear friend, and of course as my advisor with my financial well-being. Lastly, I’d like to add that the purpose of a testimonial is usually to convince others to acquire a service, however I truly believe that anyone would be lucky if they manage to secure Vishal and his team as their financial advisors. His expertise, kindness, and genuine care for his clients make him an invaluable asset for anyone looking to take control of their finances and cultivate true inner peace and abundance.

Fantastic! My experience with Vishal has been overwhelmingly positive. He's taken a subject that I find confusing, and made it accessible.

Vishal has knowledge and a genuine interest in achieving the best for clients. He understood everyday detail and helped me in planning for my future. I would highly recommend him to anyone wanting to achieve better financial outcomes.

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.

Had questions for Vishal about tax planning and investments through various vehicles and he responded right away with a follow up to book meeting. With tax season upon us, it was a urgent quick question and he tended to us right away.

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.

My experience with Vishal in regards to critical illness insurance was very informative and professional. He made the process personable simple, and of value. Vishal has been very approachable with any questions I had regarding critical illness insurance. I would certainly recommend his services to my loved ones!