Portfolio Planning
5/5
★
based on 8 reviews
Contact Portfolio Planning
| Address : | 1500 W Georgia St #1900, Vancouver, BC V6G 2Z6, Canada |
| Phone : | 📞 +77887 |
| Website : | http://www.portfolioplanning.ca/ |
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| City : | G |
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Rajpal Jabbal on Google
★ ★ ★ ★ ★ Vishal was the best mix of extremely professional, supportive and friendly. He not only has taken care of all our financial needs, he continues to provide valuable support and professional advice. We would recommend calling Vishal even if you aren't sure you need support. His approach is not at all aggressive and we felt both supported and yet empowered at all times. Thank you Vishal, your valuable advice has allowed us to progress our family to the next chapter!! We look forward to continuing our journey with you by our side.
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Jag Dhillon on Google
★ ★ ★ ★ ★ Vishal is an exceptional professional - he is very responsive and attentive to your needs as his client. He truly cares and constantly goes above and beyond to make sure my needs are met - even when they are outside of his scope, he always goes the extra mile. I would highly recommend Vishal to anyone looking for a financial professional who has your best interest.
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Farrah Turcotte on Google
★ ★ ★ ★ ★ 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!
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Tony Harrar on Google
★ ★ ★ ★ ★ 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.
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Sophia Tran on Google
★ ★ ★ ★ ★ 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.
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Harmany P on Google
★ ★ ★ ★ ★ 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.
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Tarun Nayar on Google
★ ★ ★ ★ ★ Fantastic! My experience with Vishal has been overwhelmingly positive. He's taken a subject that I find confusing, and made it accessible.
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Raman Brar on Google
★ ★ ★ ★ ★ 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.
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