Helping You Turn High Net-Worth From Mid Net-Worth.

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.
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Unlock The Secrets To Financial Success

As a high net worth Canadian with our exclusive whitepaper guide.

Discover expert tips and strategies to create a budget, invest wisely, and protect your wealth. Whether you’re just starting out or looking to take your finances to the next level, our guide has got you covered. Simply enter your email address now to receive your free copy and start your journey to financial freedom today!

Hear from our happy clients

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 ofcourse 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

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Asad Khan
Asad Khan
2023-01-23
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.
Tarun Nayar
Tarun Nayar
2022-05-16
Fantastic! My experience with Vishal has been overwhelmingly positive. He's taken a subject that I find confusing, and made it accessible.
Raman Brar
Raman Brar
2021-09-17
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.
Abdullah Chougle
Abdullah Chougle
2021-07-03
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.
Sophia Tran
Sophia Tran
2021-05-12
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.
Farrah Turcotte
Farrah Turcotte
2021-05-10
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!
Harmany P
Harmany P
2021-05-05
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.
Orville Yu
Orville Yu
2021-05-04
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.
Tony Harrar
Tony Harrar
2021-05-04
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.
Bandeep Sandhu
Bandeep Sandhu
2021-01-19
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!

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Why We Are Rated 5 Stars

Our experienced team takes a personalized approach to each client’s situation, taking the time to understand their unique goals and challenges. We recognize that every client is different, and we work to create a customized financial plan that aligns with their individual needs.Whether you’re a mid-net-worth individual looking to grow your wealth or a high-net-worth individual seeking to protect and optimize your assets, we can help. Our comprehensive financial planning services cover everything from retirement planning and tax optimization to risk management and estate planning.

We believe that financial planning should be accessible to everyone, which is why we offer free consultations to all new clients. During this initial consultation, we will discuss your financial goals and objectives, and provide you with a clear understanding of our services and how we can help you achieve your financial goals. Don’t wait until it’s too late to start planning for your financial future. Contact us today to book your free consultation and take the first step toward securing your financial well-being.

Schedule A Free Consultation

Unlock The Secrets To Financial Success
Discover expert tips and strategies to create a budget, invest wisely, and protect your wealth. Whether you’re just starting out or looking to take your finances to the next level, our guide has got you covered. Simply enter your email address now to receive your free copy and start your journey to financial freedom today!