Meet Our Team


Vishal Gill, CFP®
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, 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.

Greg Einarsson
investment and insurance advisor
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.

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.
Why We Are Rated 5 Stars:
Regular contributor to BC Doctors of Optometry
Partnering with Divisions of Family Practice to ensure tailored financial services for family practice physicians.
Collaborating with the University of British Columbia (UBC) School of Dentistry.
Board member of Fraser Valley Health Care Foundation.
We offer a complete virtual experience
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










