Meet Our Team
Vishal Gill, QAFP
Founder & Financial Planner
Vishal Gill is a Financial Planner with over five years of experience in finance and over a decade of experience in business.
Before putting years of work into gaining financial literacy, Vishal made mistakes when it came to managing his money. Once he equipped himself with the right knowledge and expertise, he was able to empower himself with more knowledge about his finances. He was also able to feel confident making important financial decisions related to debt, taxes, line of credits, and much more. As such, he’s passionate about empowering others to do the same because he knows that learning how to manage your money is a gamechanger.
At Portfolio Planning, Vishal’s main job is to come up with creative ways to find solutions to your problems. He aims to break the negative relationship you might have with your finances and find innovative ways to make that relationship a positive, healthy one.
He knows he’s more than just your planner: he’s your consultant, educator, and above all, someone you’re putting a lot of trust in. Beyond financial planning, Vishal is a natural leader and impeccable collaborator. He spent the first few years of his career as a Senior Manager for Best Buy LTD, a well-renowned North American consumer electronics company. He was the youngest General Manager in the company’s history and during his time as a leader, he opened up multiple stores, spear-headed the consolidation between Best Buy and Future Shop, managed over 1,000 employees, and was responsible for bringing in $36 million in annual sales. His time at Best Buy taught Vishal how to increase efficiencies in business, which he still references today in helping his small business clients.
Vishal has been the captain on every sports team he’s been on and he genuinely cares about his people. Beyond his experience and knowledge, he’s committed to seeing you win, which is why he’ll always help you get in the driver seat when it comes to your money. Vishal Gill is the kind of financial planner that you want to add to your arsenal. Connect with him today so that he may help you on your journey.
Tyson Nagasaka
investment and insurance advisor
My approach to working with incorporated professionals has always been that the relationship matters just as much as the products and services that clients receive.
Accumulation
Our clients have trusted us with growing their assets so that they can enjoy their life.
Protection
We protect their most significant asset: the ability to make a living and the practice so they can gain peace of mind.
Succession
When our clients are ready to retire from their practice, we know they can confidently retire.
With over two decades of experience serving incorporated professionals, we know we can help you in every season of your financial life.
Farrah Turcott
Para Planner
Farrah Turcotte is a personal finance coach, content creator, and podcast host.
She graduated from the University of British Columbia in 2017 with a Bachelor of Arts degree in Psychology and Family Studies. In 2020, Farrah launched the Budget Bitch Podcast. In her podcast, she shares personal finance content to the masses with an emphasis on budgeting and breaking down financial jargon. Since launching her business, Farrah has dedicated herself to helping folks create personalized budgeting systems that work for their individual circumstances to grow wealth, pay off debt, save, and spend in alignment with their values. She combines her psychology background, holistic approaches, and love of numbers to help clients grow their financial literacy, confidence, and money management skills.
Rhea Kallar
Investment & Insurance Advisor
Rhea Kallar is an Investments and Insurance Advisor with a background in Finance and Psychology. Rhea is passionate about helping her clients increase their net worth and securing their wealth by helping them grow in their careers and finances. By bridging the gap between Psychology and Finance, Rhea offers a holistic approach to help her clients achieve their financial and career goals. Through this specialized approach, she offers insurance and investment solutions catered to each of her clients’ individual goals, values and financial needs. Through her knowledge of insurance, budgeting and investing, Rhea assists her clients with customizing a tailor-made solution designed to meet their financial goals.
James Kehler, RIS
investment and insurance advisor
James Kehler is an Investment & Insurance Advisor with Portfolio Planning INC. James has worked in a financial advising role for the past three years, most of that time being spent at a local credit union. He holds the Responsible Investment Specialist (RIS) credential, a Certificate in Financial Services Advice from the Canadian Securities Institute, and is actively working on obtaining the Personal Financial Planner (PFP) designation to better serve his clientele.
At Portfolio Planning, James’ strives to match the best solutions and advice based on what his client’s needs are. His three main goals for his clients are to make them money, save them money and protect their money.
With James’ passions for business and helping others, joining the Abbotsford Chamber of Commerce’s “Company of Young Professionals and Entrepreneurs” leadership council was an ideal decision. He is consistently found advocating for fellow young professionals looking to start or grow in their careers while assisting in any which way he can. James’ involvement in the community extends to volunteering with Junior Achievement of British Columbia (JABC) to facilitate business-focused learning in the local school districts as well as guest speaking in the Abbotsford School District involving finance topics, volunteering with Abbotsford Christian School with coaching their Track & Field program, as well as volunteering with the middle school youth at his local church.
James has always been involved in sports, both through competing and coaching (and watching). He was a Fraser Valley All-Star for Basketball as well as a provincial medalist in Track & Field. At the end of the day, James is passionate about helping others achieve their goals and create relationships along the way. Whether you’re looking to find ways to improve your financial health or talk sports, he is your guy!
Why We Are Rated 5 Stars:
We offer a complete virtual experience
Regular contributor to BC Doctors of Optometry
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.
We Work With
