Meet Our Team

Tyson Nagasaka, MFA-P, CEA

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.

Cassandra San, CFP

Certified Financial Planner

Cassandra San is a Financial Planner with 10+ years of experience and a passion for making money make sense. At 34, she brings a fresh, energetic approach to planning—cutting through the “noise” of the financial world with clarity, simplicity, and strategies tailored to each client’s real life.

She started her career as an insurance advisor, building a strong foundation in protection and risk management. By 2020, she expanded into full financial planning, helping clients connect the dots between investing, taxes, retirement, and long-term goals. In 2024, she earned her CFP® designation—proof of her commitment to professional excellence and ethical practice.

Cassandra is big on education. She believes that when clients understand why something matters, they feel empowered—not overwhelmed. Finance can be stressful, but she’s all about guiding clients through the tough waters with calm, confidence, and a clear plan that actually fits their life.

A graduate of the University of Idaho with a BA in Business and a former full-ride varsity athlete, Cassandra brings the discipline, strategy, and leadership she learned on the field directly into her practice. Her background as a centre back and team captain shaped her ability to see the big picture, anticipate challenges, and support people through high-pressure moments—skills she uses every day with her clients.

Education-first, clarity-driven, always customized—that’s Cassandra.

Greg Einarsson

With a passion for financial planning and a keen understanding of the insurance landscape, Greg brings a wealth of expertise to the table. Having honed his skills at Industrial Alliance, Greg gained invaluable insights into the financial industry and specialized in insurance planning. The journey continued at BMO Insurance, where he served as a Business Development Manager, collaborating closely with financial advisors. In this role, Greg not only developed a nuanced understanding of diverse insurance products but also forged strategic partnerships to tailor comprehensive insurance solutions for clients, spanning personal and corporate financial planning.

What sets Greg apart is a commitment to being a true value-add for clients, guiding them toward their financial aspirations. Armed with a vast knowledge of products across insurance companies, Greg goes beyond market expectations by conducting thorough competitive analyses for each case. This meticulous approach ensures that every client receives a bespoke and optimal solution, reflecting Greg’s dedication to delivering results and fostering financial success.

Sim Sahi

Senior Advisor, Advanced Insurance Concepts

With over 20 years of experience in the insurance industry, Sim Sahi is a recognized expert in designing advanced insurance strategies for wealth transfer, tax efficiency, and charitable giving. He has worked extensively with dentists, physicians, and incorporated professionals, helping them leverage insurance to grow their net worth while supporting their most meaningful causes.

Sim’s innovative approach and proven track record have made him one of Canada’s most sought-after insurance specialists. As a key member of our portfolio planning team, Sim brings exceptional value and strategic insights to help our clients achieve their financial goals with confidence.

Ian Tecson, CPA

Para Planner

Ian Tecson, CPA serves as our Paraplanner, acting as a Financial Data Analyst at Portfolio Planning INC. With a robust background in accounting and financial analysis, Ian specializes in dissecting complex financial data to craft tailored financial plans and strategies for our clients. Collaborating closely with our team of financial planners, he ensures that each client receives efficient and personalized solutions.

Ian holds a Bachelor of Business Administration (BBA) in Accounting from Douglas College. He has accumulated extensive experience in various accounting roles, including positions at prominent firms such as MNP. His expertise encompasses financial reporting, tax preparation, and audit processes, providing him with a comprehensive understanding of the financial landscape.

Beyond his professional pursuits, Ian is passionate about continuous learning and staying abreast of industry developments. He is committed to leveraging his analytical skills to help clients achieve their financial goals and secure their financial futures.

Ian’s dedication to precision and his analytical acumen make him an invaluable asset to our team and to the clients we serve.

Ramneet Grewal

Para Planner

Ramneet Grewal brings a solid foundation in accounting to her role as Paraplanner at Portfolio Planning—a background that immediately builds trust with our clients. Her experience preparing tax returns and managing complex accounting files has equipped her with the precision and analytical skills essential to high-quality financial planning.

At Portfolio Planning INC, Ramneet takes the lead on the back end of our client planning process. She’s responsible for gathering, organizing, and analyzing financial documents to ensure every recommendation is grounded in accurate data. Her work behind the scenes is what helps turn financial strategies into real-life progress.

Ramneet’s commitment to detail, organization, and accuracy makes her an integral part of our team and a steady hand for our growing client base.

Ray Mutuc

investment and insurance advisor

Ray Mutuc joined Portfolio Planning with a clear mission: to help clients take control of their finances with clarity and confidence. What excites him most about being part of the team is the collaboration—clients benefit from a collective brain trust that combines deep expertise, in-house tax specialists, and a dynamic planning process.

He has a special focus on working with medical professionals. From the long grind of med school to the pressures of running a practice, their financial journeys are unique and often underserved. Ray is passionate about guiding them through the complexities of debt repayment, tax strategies, wealth-building, and risk management—so they can focus on what matters most: their patients, families, and lives outside of work.

His own financial journey began in university, where he faced the challenge of climbing out of debt. That experience fueled his determination to master personal finance and build long-term independence. Today, he shares those lessons with clients: start early, pay yourself first, and build financial confidence one habit at a time.

At Portfolio Planning, Ray brings that same mix of discipline and practicality to every client relationship. He sees insurance not just as protection, but as a cornerstone of tax-efficient, long-term planning. And for him, thoughtful strategies go beyond numbers—they’re about reducing stress and making a tangible impact during life’s critical moments.

Outside of work, Ray values family time, practices discipline as a Black Belt in Taekwondo, and enjoys a good matcha latte. Hawaii remains his favorite place to recharge, combining family, warmth, and natural beauty.

Life motto: “Do unto others as you would have them do unto you.”

Joey San

Investment and Insurance Advisor

At 63, Joseph “Joey” San brings more than three decades of experience—and a lifetime of passion—to everything he does. After 35 years in the financial industry, primarily as a trusted insurance advisor, Joey has built his career on one core belief: everyone deserves to feel confident, informed, and financially free. His approach has always centered on education, clarity, and genuine care for the people he serves.

Outside the office, Joey is known for his love of good times and great company. Whether he’s out on the golf course, enjoying a day on the water, sharing a memorable meal, or spending time with family and friends, he brings the same warmth and enthusiasm that define his professional life.
Driven by integrity and fueled by connection, Joey continues to help individuals and families build stronger financial futures—one conversation at a time.