What you can expect
At Portfolio Planning, we believe that everyone deserves access to unbiased financial advice, regardless of their net worth. That’s why we offer flat-fee financial planning services for Canadian medical professionals and business owners looking to grow their wealth and secure their financial futures.
Have you ever been frustrated by trying to work with the banks and wondered about the limitations they are providing? We understand that the financial industry can be overwhelming and confusing. That’s why we take a client-first approach to financial planning, working with you to create a customized financial plan that meets your unique needs and helps you implement your plan.
Helping you turn high net-worth
Flat-Fee Financial Planning
Simplifed & Transparent financial strategies for medical & health professionals.
Insurance
Planning
Specialized insurance planning, offering robust protection and security tailored to healthcare and medical professionals.
Investment
Planning
Tailored investment strategies for healthcare professionals, ensuring growth and security in their financial future.
Let us guide your insurance and financial needs
Our Process
1. Discovery & Data Collection
We start with a discovery call to understand your financial goals and challenges. Following this, you’ll set up your client portal to share quantitative data and introduce us to your other advisors. This comprehensive approach ensures we have all the information needed to tailor our strategies to your unique situation.
2. Get To The Heart Of Your Goals
In our next step, we conduct an in-depth fact-finding session to explore the “why” behind your goals, focusing on your motivations and values. With a complete picture of your quantitative data and qualitative insights, we then develop a personalized financial strategy that aligns with your objectives.
3. Plan Presentation & Implementation
We present the tailored financial plan crafted to navigate you towards your goals efficiently. Upon your approval, we proceed with the implementation, laying the groundwork for your financial growth and ensuring that every aspect of your strategy is executed with precision.
4. Ongoing Support & Management
Our commitment continues with ongoing support and collaboration. We align closely with you and your team of professionals, ensuring a unified approach to achieving your financial goals. Through continuous monitoring and adaptation of your plan, we ensure your success is not just planned but achieved.
What Clients Are Saying
Latest News
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