Excellent4.976 reviews
 
4.9
 
Excellent76 reviews
 
 Write a review 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
 
 Reuben P 
 
11 August 2026
 
 
  
**Avoid. Extremely concerning experience.** I am a physician and was looking for investment advice, I had an appointment with this company and **nobody showed up**. The office appeared to be completely empty, and the building concierge said they had **never heard of the company**. Trying to contact them was equally concerning. Calls were answered by what appeared to be an **AI bot**, with no real person available to speak with. The whole experience raised serious questions about whether this is a properly operating business. I also found the reviews published on their own website difficult to independently verify. I cannot speak to anyone else’s experience, but based on **my own experience**, I would strongly advise doing extensive due diligence before giving this company your money or personal information. **Huge red flags. I would stay away.**
  
 
 
 
 
 
 Posted on Google  
 
 
 Nisha Hope 
 
11 June 2025
 
 
  
When we started looking for life insurance, my husband and I had met with multiple companies. Vishal was very informative, easy to follow, any questions we had he was quick to answer and most importantly he brought us peace and transparency when it came to how much it would cost. The customer service is top notch, and I will recommend him to everyone I know. Thank you Vishal!!!!
  
 
 
 
 
 
 Posted on Google  
 
 
 Sabrina Wipf 
 
26 May 2025
 
 
  
Vishal was so knowledgeable, helpful and kind. He was able to help us with all of our insurance needs efficiently and made the whole process seamless. I would highly recommend.
  
 
 
 
 
 
 Posted on Google  
 
 
 Jag Deol 
 
15 February 2025
 
 
  
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!
  
 
 
 
 
 
 Posted on Google  
 
 
 Hosanna Tesfazghi 
 
4 February 2025
 
 
  
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!
  
 
 
 
 
 
 Posted on Google  
 
 
 Paul Clark 
 
4 December 2024
 
 
  
Fantastic and knowledgeable, I have learned so much in a short period of time!
  
 
 
 
 
 
 Posted on Google  
 
 
 Pabasarini K 
 
25 November 2024
 
 
  
Greg was really helpful in answering a lot of the questions I had about getting insurance. I appreciate that they guided me through the process.
  
 
 
 
 
 
 Posted on Google  
 
 
 Caroline MacCaull 
 
30 August 2024
 
 
  
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!
  
 
 
 
 
 
 Posted on Google  
 
 
 Renu Ghuman 
 
21 July 2024
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Blo Blow Dry Bar Vancouver 
 
10 June 2024
 
 
  
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!
  
 
 
 
 
 
 Posted on Google  
 
 
 Trish Grewal 
 
8 June 2024
 
 
  
Portfolio planning got me in better place, till I had meeting with vishal; I had no idea handle future and work budget my money.  Vishal took time to understand my needs and explained me how to do it.
  
 
 
 
 
 
 Posted on Google  
 
 
 Harpreet Gill 
 
4 March 2024
 
 
  
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!
  
 
 
 
 
 
 Posted on Google  
 
 
 Bruce Kehler 
 
15 November 2023
 
 
  
James is great to deal with and is a skilled up and comer in the financial planning industry.
  
 
 
 
 
 
 Posted on Google  
 
 
 Jerome Nonyane 
 
15 November 2023
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Starski Seecharan 
 
10 November 2023
 
 
  
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!
  
 
 
 
 
 
 Posted on Google  
 
 
 Indy Khosah 
 
9 November 2023
 
 
  
Just a brilliant experience!
  
 
 
 
 
 
 Posted on Google  
 
 
 Courtney Nagasaka 
 
7 November 2023
 
 
  
I have been receiving services from Tyson. He has tailored the experience by setting me up with insurance to meet my needs and at the price point I can afford. Highly recommend! 🌟🌟🌟🌟🌟
  
 
 
 
 
 
 Posted on Google  
 
 
 Eric O 
 
7 November 2023
 
 
  
I've been working with Tyson for over 20 years. He is the best advisor I've ever dealt with. He takes the time to explain things to you that most other advisors would just pass over. I often have questions about my investments and if I don't have time for a call I can just shoot Tyson a quick message and he will look into my question and get back to me promptly. I've had several other advisors/brokers try and snipe me and my accounts but I'm sticking with Tyson because the level of service you get with him is top notch.
  
 
 
 
 
 
 Posted on Google  
 
 
 Oscar Sy 
 
7 November 2023
 
 
  
Thanks Tyson for all your expertise and assistance!! I highly recommend you for solid financial and insurance planning. Thanks again!!
  
 
 
 
 
 
 Posted on Google  
 
 
 tamy 
 
1 November 2023
 
 
  
I recently reached out to Portfolio Planning and was thoroughly impressed. Their organization and attention to detail were remarkable. They tailored a comprehensive plan to my needs, translating complex concepts into clear steps. Communication was prompt and efficient, instilling confidence in their expertise. I highly recommend Vishal and his team for top-notch financial planning services!
  
 
 
 
 
 
 Posted on Google  
 
 
 J r 
 
1 November 2023
 
 
  
I had the pleasure of working with Vishal and his team recently, and I'm truly impressed with their financial expertise. They guided me through the complexities of financial planning, helping me set achievable goals and put together a tailored plan. Thanks to their insights, I feel more secure about my financial future. I highly recommend Portfolio Planning for anyone seeking professional, reliable financial advice and planning.
  
 
 
 
 
 
 Posted on Google  
 
 
 Jasmine Toor 
 
31 October 2023
 
 
  
Vishal & His team are extraordinary! I can confidentially say that this company has proved to be knowledgeable and highly responsive! They took the time to understand my financial goals, concerns, and aspirations. Their ability to simplify complex financial concepts and present them in an easily understandable way was very helpful. Portfolio Planning is commitment to ongoing support and attention to details, Vishal was able to give me peace of mind when it came to the backend of my finances, I would recommend anyone seeking reliable professional financial services to book a call with Vishal’s team. Thanks Portfolio Planning!
  
 
 
 
 
 
 Posted on Google  
 
 
 Sandy Grewal 
 
31 October 2023
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Simran Grewal 
 
31 October 2023
 
 
  
I recently worked with Vishal and his team to get my finances in order and I cannot express how grateful I am for their services. Would recommend to anyone looking to get their finances in order and life goals set for the future.
  
 
 
 
 
 
 Posted on Google  
 
 
 Virjeet Basi 
 
29 October 2023
 
 
  
Vishal is one of the best in the business.  Highly recommend for your financial needs
  
 
 
 
 
 
 Posted on Google  
 
 
 Deep Sidhu 
 
28 October 2023
 
 
  
By far the best planner I've worked with. Easy to talk to, very knowledgeable and great guide. Super impressed!
  
 
 
 
 
 
 Posted on Google  
 
 
 Gurjeet Gill 
 
28 October 2023
 
 
  
Vishal is a great teacher. I have learned so much from his social media accounts. He is very knowledgeable on all financial topics and takes time to explain the important details.
  
 
 
 
 
 
 Posted on Google  
 
 
 Gary S 
 
28 October 2023
 
 
  
Vishal is very knowledgeable and will always have your best interest at heart. Absolutely recommend reaching out to him for all your financial needs.
  
 
 
 
 
 
 Posted on Google  
 
 
 Gurpreet Dhaliwal 
 
28 October 2023
 
 
  
Vishal was super personable and genuine which allowed me to be comfortable discussing finances and where best to invest while considering my long term and short term goals. Highly recommend
  
 
 
 
 
 
 Posted on Google  
 
 
 Harjit Pangli 
 
28 October 2023
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Katie 
 
27 October 2023
 
 
  
Vishal is extremely professional, knowledgeable and honest! Highly recommend!
  
 
 
 
 
 
 Posted on Google  
 
 
 Harman Grewal 
 
27 October 2023
 
 
  
Best in the business
  
 
 
 
 
 
 Posted on Google  
 
 
 Jason Bains 
 
27 October 2023
 
 
  
Vishal is the best in the business. Highly recommend
  
 
 
 
 
 
 Posted on Google  
 
 
 Prince Dhillon 
 
23 August 2023
 
 
  
Vishal is the best in the business! My fiancée and I had a bunch of questions regarding planning for our future and Vishal was able to help us with everything we threw at him. He brings with him a wealth of knowledge that is complimented by his ability to gracefully explain complicated financial concepts. If you are looking for someone to help you with any financial planning, including insurance matters, Vishal is the person to see. Thanks Vishal, and we look forward to working with you for the many years to come!
  
 
 
 
 
 
 Posted on Google  
 
 
 Preetha shan 
 
19 July 2023
 
 
  
Vishal is an amazing person professionally and personally! Always a pleasure to work with him!
  
 
 
 
 
 
 Posted on Google  
 
 
 Roger Cotiangco 
 
17 May 2023
 
 
  
Vishal Gill is an exceptional professional who excels in both life insurance advising and financial planning. We had the privilege of working with Vishal, and his expertise surpassed our expectations. Vishal's guidance in life insurance was invaluable. He provided a comprehensive understanding of various options, simplifying complex concepts and ensuring we made informed decisions. His knowledge of the insurance industry made the process seamless. Furthermore, Vishal's financial planning expertise allowed us to map out our financial future. He tailored his recommendations to our unique circumstances and aspirations, offering honest advice and timely responses. Vishal's ability to communicate complex ideas in a simple manner was impressive. He enabled us to fully grasp our financial strategies and actively participate in the planning process. If you seek a knowledgeable and trustworthy expert in life insurance and financial planning, we highly recommend Vishal Gill. Thank you, Vishal, for your exemplary support and guidance.
  
 
 
 
 
 
 Posted on Google  
 
 
 Asad Khan 
 
23 January 2023
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Tarun Nayar 
 
16 May 2022
 
 
  
Fantastic! My experience with Vishal has been overwhelmingly positive. He's taken a subject that I find confusing, and made it accessible.
  
 
 
 
 
 
 Posted on Google  
 
 
 R 
 
17 September 2021
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Abdullah Chougle 
 
3 July 2021
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Sophie Cheung 
 
12 May 2021
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Farrah Turcotte 
 
10 May 2021
 
 
  
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!
  
 
 
 
 
 
 Posted on Google  
 
 
 Harmany P 
 
5 May 2021
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Orville Yu 
 
4 May 2021
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Tony Harrar 
 
4 May 2021
 
 
  
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.
  
 
 
 
 
 
 Posted on Google  
 
 
 Bandeep Sandhu 
 
19 January 2021
 
 
  
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!
  
 
 
 
 
 
 Posted on Google  
 
 
 Rajpal Jabbal 
 
8 January 2021
 
 
  
Vishal was the best mix of extremely professional, supportive and friendly. He not only has taken care of all our financial needs, he continues to provide valuable support and professional advice. We would recommend calling Vishal even if you aren't sure you need support. His approach is not at all aggressive and we felt both supported and yet empowered at all times. Thank you Vishal, your valuable advice has allowed us to progress our family to the next chapter!! We look forward to continuing our journey with you by our side.
  
 
 
 
 
 
 Posted on Google  
 
 
 Varinder Cooner 
 
19 August 2020
 
 
  
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!