{"id":23,"date":"2024-02-06T21:15:17","date_gmt":"2024-02-06T21:15:17","guid":{"rendered":"https:\/\/portfolioplanning.ca\/?page_id=23"},"modified":"2024-02-23T18:16:14","modified_gmt":"2024-02-23T18:16:14","slug":"home","status":"publish","type":"page","link":"https:\/\/portfolioplanning.ca\/","title":{"rendered":"Home"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_fullwidth_slider _builder_version=”4.24.0″ _module_preset=”default” header_text_align=”left” text_orientation=”left” global_colors_info=”{}”][et_pb_slide _builder_version=”4.24.0″ _module_preset=”default” header_font=”||||||||” body_font_size=”60px” body_letter_spacing=”5px” body_line_height=”1.5em” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(160,160,160,0.45) 0%|rgba(160,160,160,0.45) 99%” background_color_gradient_overlays_image=”on” background_image=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design.jpg” background_enable_image=”on” parallax=”on” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n

Helping You Turn High Net-Worth<\/span><\/p>\n

[\/et_pb_slide][et_pb_slide _builder_version=”4.24.0″ _module_preset=”default” header_font=”||||||||” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(160,160,160,0.45) 0%|rgba(160,160,160,0.45) 99%” background_color_gradient_overlays_image=”on” background_image=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-1.jpg” background_enable_image=”on” parallax=”on” global_colors_info=”{}” sticky_transition=”on”][\/et_pb_slide][et_pb_slide _builder_version=”4.24.0″ _module_preset=”default” header_font=”||||||||” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(160,160,160,0.45) 0%|rgba(160,160,160,0.45) 99%” background_color_gradient_overlays_image=”on” background_image=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-2.jpg” background_enable_image=”on” global_colors_info=”{}” sticky_transition=”on”][\/et_pb_slide][\/et_pb_fullwidth_slider][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”100px||75px||false|false” custom_padding=”0px||31px|||” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.24.0″ module_alignment=”center” custom_margin=”|||” custom_padding=”27px|||||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ background_color_gradient_direction=”35deg” custom_padding=”|60px||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.24.0″ text_font=”||||||||” header_font=”||||||||” header_text_align=”left” header_text_color=”#2b2b2b” header_line_height=”1.3em” header_2_font=”|700|||||||” header_2_text_align=”left” header_2_text_color=”#1B452F” header_2_font_size=”42px” header_2_line_height=”1.5em” text_orientation=”center” module_alignment=”center” custom_margin=”||10px|” global_colors_info=”{}”]<\/p>\n

What you can expect<\/span><\/h2>\n

[\/et_pb_text][et_pb_divider color=”#56BB78″ divider_weight=”4px” disabled_on=”on|on|off” _builder_version=”4.24.0″ width=”30%” max_width=”100px” module_alignment=”left” height=”10px” custom_margin=”||20px|” animation_style=”slide” animation_direction=”bottom” saved_tabs=”all” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.24.0″ text_font=”||||||||” text_text_color=”#606060″ text_font_size=”18px” text_line_height=”1.9em” header_font=”||||||||” header_2_font=”||||||||” module_alignment=”center” custom_margin=”||30px|” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

At Portfolio Planning, we believe that everyone deserves access to unbiased financial advice, regardless of their net worth. That\u2019s 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.<\/p>\n

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\u2019s 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.<\/p>\n

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Helping you turn high net-worth<\/h2>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/outlook.office365.com\/owa\/calendar\/PortfolioFinancialConcierge1@portfolioplanning.ca\/bookings\/” url_new_window=”on” button_text=”Book A Meeting” button_alignment=”left” _builder_version=”4.24.0″ _module_preset=”default” custom_margin=”30px|||||” custom_margin_tablet=”” custom_margin_phone=”||25px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|30px|15px|30px|false|false” custom_padding_tablet=”” custom_padding_phone=”15px|30px|15px|30px|false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#1176bc” button_bg_enable_color__hover=”on” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#ffffff” button_border_color__hover_enabled=”on|hover” button_border_color__hover=”#aadad6″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.24.0″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_code _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”]

Flat-Fee Financial Planning<\/h2>\n

Simplifed & Transparent financial strategies for medical & health professionals.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/flat-fee-financial-planning\/” button_text=”Discover More” button_alignment=”center” _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-4.jpg” title_text=”Untitled design” url=”\/insurance” align=”center” _builder_version=”4.24.0″ _module_preset=”default” transform_scale_last_edited=”off|desktop” transform_translate_last_edited=”off|desktop” transform_rotate_last_edited=”off|desktop” transform_skew_last_edited=”off|desktop” transform_origin_last_edited=”off|desktop” border_radii=”off||||” border_color_all=”#bababa” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover=”105%|105%” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop”][\/et_pb_image][et_pb_text _builder_version=”4.24.0″ _module_preset=”default” text_font_size=”18px” header_2_font=”|||on|||||” header_2_text_color=”#56BB78″ text_orientation=”center” link_option_url=”\/insurance” global_colors_info=”{}”]<\/p>\n

Insurance
Planning<\/h2>\n

Specialized insurance planning, offering robust protection and security tailored to healthcare and medical professionals.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/insurance” button_text=”Discover More” button_alignment=”center” _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/portfolioplanning.ca\/wp-content\/uploads\/2024\/02\/Untitled-design-20.jpg” title_text=”Untitled design” url=”\/investments\/” align=”center” _builder_version=”4.24.0″ _module_preset=”default” transform_scale_last_edited=”off|desktop” transform_translate_last_edited=”off|desktop” transform_rotate_last_edited=”off|desktop” transform_skew_last_edited=”off|desktop” transform_origin_last_edited=”off|desktop” border_radii=”off||||” border_color_all=”#bababa” global_colors_info=”{}” transform_styles__hover_enabled=”on|hover” transform_scale__hover=”105%|105%” transform_scale__hover_enabled=”on|hover” transform_translate__hover_enabled=”on|desktop” transform_rotate__hover_enabled=”on|desktop” transform_skew__hover_enabled=”on|desktop” transform_origin__hover_enabled=”on|desktop”][\/et_pb_image][et_pb_text _builder_version=”4.24.0″ _module_preset=”default” text_font_size=”18px” header_2_font=”|||on|||||” header_2_text_color=”#56BB78″ text_orientation=”center” link_option_url=”\/investments\/” global_colors_info=”{}”]<\/p>\n

Investment
Planning<\/h2>\n

Tailored investment strategies for healthcare professionals, ensuring growth and security in their financial future.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/investments\/” button_text=”Discover More” button_alignment=”center” _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” background_color=”#1B452F” background_enable_image=”off” background_size=”contain” background_repeat=”repeat-x” custom_margin=”75px||75px||false|false” custom_padding=”24px||24px||true|” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_text_color=”#ffffff” header_2_font_size=”34px” header_4_text_color=”#b5b5b5″ header_4_font_size=”24px” global_colors_info=”{}”]<\/p>\n

Let us guide your insurance and financial needs<\/span><\/h2>\n

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Our Process<\/span><\/h2>\n

[\/et_pb_text][et_pb_divider color=”#56BB78″ divider_weight=”4px” disabled_on=”on|on|off” _builder_version=”4.24.0″ width=”30%” max_width=”100px” module_alignment=”center” height=”10px” custom_margin=”||20px|” animation_style=”slide” animation_direction=”bottom” saved_tabs=”all” locked=”off” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=”on” _builder_version=”4.24.0″ _module_preset=”default” width=”100%” max_width=”90%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][dipl_timeline global_timeline_icon_color=”#56BB78″ timeline_bar_color=”#1B452F” timeline_bar_fill_color=”#56BB78″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][dipl_timeline_item timeline_title=”1. Discovery & Data Collection” use_timeline_icon=”on” select_timeline_icon=”U||divi||400″ single_timeline_icon_color=”#647738″ _builder_version=”4.24.0″ _module_preset=”default” global_timeline_text_letter_spacing=”1px” global_colors_info=”{}”]<\/p>\n

We start with a discovery call to understand your financial goals and challenges. Following this, you’ll set up your client portal to share quantitative data and introduce us to your other advisors. This comprehensive approach ensures we have all the information needed to tailor our strategies to your unique situation.<\/p>\n

[\/dipl_timeline_item][dipl_timeline_item timeline_title=”2. Get To The Heart Of Your Goals” use_timeline_icon=”on” select_timeline_icon=”||divi||400″ single_timeline_icon_color=”#647738″ _builder_version=”4.24.0″ _module_preset=”default” global_timeline_text_letter_spacing=”1px” global_colors_info=”{}”]<\/p>\n

In our next step, we conduct an in-depth fact-finding session to explore the “why” behind your goals, focusing on your motivations and values. With a complete picture of your quantitative data and qualitative insights, we then develop a personalized financial strategy that aligns with your objectives.<\/p>\n

[\/dipl_timeline_item][dipl_timeline_item timeline_title=”3. Plan Presentation & Implementation” use_timeline_icon=”on” select_timeline_icon=”||divi||400″ single_timeline_icon_color=”#647738″ _builder_version=”4.24.0″ _module_preset=”default” global_timeline_text_letter_spacing=”1px” global_colors_info=”{}”]<\/p>\n

We present the tailored financial plan crafted to navigate you towards your goals efficiently. Upon your approval, we proceed with the implementation, laying the groundwork for your financial growth and ensuring that every aspect of your strategy is executed with precision.<\/p>\n

[\/dipl_timeline_item][dipl_timeline_item timeline_title=”4. Ongoing Support & Management” use_timeline_icon=”on” select_timeline_icon=”||fa||900″ single_timeline_icon_color=”#647738″ _builder_version=”4.24.0″ _module_preset=”default” global_timeline_text_letter_spacing=”1px” global_colors_info=”{}”]<\/p>\n

Our commitment continues with ongoing support and collaboration. We align closely with you and your team of professionals, ensuring a unified approach to achieving your financial goals. Through continuous monitoring and adaptation of your plan, we ensure your success is not just planned but achieved.<\/p>\n

[\/dipl_timeline_item][\/dipl_timeline][et_pb_button button_url=”\/about” button_text=”Meet the team” button_alignment=”center” _builder_version=”4.24.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” background_color=”#1B452F” custom_padding=”31px||13px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.0″ text_font=”||||||||” header_font=”||||||||” header_text_align=”left” header_text_color=”#2b2b2b” header_line_height=”1.3em” header_2_font=”|700|||||||” header_2_text_align=”left” header_2_text_color=”#FFFFFF” header_2_font_size=”42px” header_2_line_height=”1.5em” text_orientation=”center” module_alignment=”center” custom_margin=”||10px|” global_colors_info=”{}”]<\/p>\n

What Clients Are Saying<\/span><\/h2>\n

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<\/div>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.0″ text_font=”||||||||” header_font=”||||||||” header_text_align=”left” header_text_color=”#2b2b2b” header_line_height=”1.3em” header_2_font=”|700|||||||” header_2_text_align=”left” header_2_text_color=”#1B452F” header_2_font_size=”42px” header_2_line_height=”1.5em” text_orientation=”center” module_alignment=”center” custom_margin=”||10px|” global_colors_info=”{}”]<\/p>\n

Latest News<\/span><\/h2>\n

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