Portfolio Planning Reviews

Nisha Hope 2025.06.11

     

When we started looking for life insurance, my husband and I had met with multiple companies. Vishal was very informative, easy to follow, any questions we had he was quick to answer and most importantly he brought us peace and transparency when it came to how much it would cost. The customer service is top notch, and I will recommend him to everyone I know. Thank you Vishal!!!!

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Reply from Portfolio Planning 2025.06.12

Thank you so much for all the kind words! It truly was a pleasure working together

Sabrina Wipf 2025.05.26

     

Vishal was so knowledgeable, helpful and kind. He was able to help us with all of our insurance needs efficiently and made the whole process seamless. I would highly recommend.

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Reply from Portfolio Planning 2025.05.26

Thank you so much Sabrina! It was a pleasure working with you both.

Jag Deol 2025.02.15

     

Vishal is someone that has been supporting me with my financials for quite sometime now. Always efficient, on top of his communication and follow ups are what makes him the best in the industry. Highly recommend connecting with Vishal and the team from Portfolio Planning!

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Hosanna Tesfazghi 2025.02.04

     

From the very first interaction, Vishal impressed me with his extensive knowledge and professionalism. He was patient, taking the time to answer all my questions and guiding me through the process of securing insurance for my family. He listened to my needs without ever pushing unnecessary products, making me feel that he genuinely cared about my family's best interests. It’s refreshing to work with someone you can trust. I highly recommend Vishal; he is knowledgeable, attentive, and truly cares about his clients!

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Reply from Portfolio Planning 2025.02.04

Thank you so much! It was an absolute pleasure working together. Congratulations on your new home :)

Paul Clark 2024.12.04

     

Fantastic and knowledgeable, I have learned so much in a short period of time!

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Reply from Portfolio Planning 2024.12.04

Thank you so much for the kind words Dr. Clark! Looking forward to the Kelowna reunion 😊

PB Kch 2024.11.25

     

Greg was really helpful in answering a lot of the questions I had about getting insurance. I appreciate that they guided me through the process.

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Reply from Portfolio Planning 2024.11.26

Thank you for the kind words! Greg is amazing

Caroline MacCaull 2024.08.30

     

Vishal has been great at introducing us to folks and ways of working we wouldn’t have had connections too. The wealth of knowledge, helps you to actualize the steps you need to reach your goals. Highly recommend Vishal!

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Renu Ghuman 2024.07.21

     

I can't say enough about Vishal and the Portfolio Planning team. He took the time to get to know my and my family needs. I was presented with options and the pros and cons of each option. He understood my end goals and made sure I got my money's worth. When it came to life insurance, I was given a higher rate due to being a higher BMI and he asked if he could dispute it as he knows I live a healthy lifestyle and I powerlift. He was able to lower my rate back to the base rate and I don't see how many others would go the extra mile. Couldn't recommend a better financial advisor and I'm glad I have him looking after my family and I.

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Blo Blow Dry Bar Vancouver 2024.06.10

     

Vishal and his team were incredible at engaging with my young team to teach them the basics about saving, investing and planning ahead. I highly recommend his group learning nights as an added perk of working for your company. Thanks Vishal!

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Reply from Portfolio Planning 2024.06.10

Thank you so much Jen! It was such a pleasure meeting your team. The growth from everyone between each session was fantastic!

Jag Dhaliwal 2024.06.09

     

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Trish Grewal 2024.06.08

     

Portfolio planning got me in better place, till I had meeting with vishal; I had no idea handle future and work budget my money. Vishal took time to understand my needs and explained me how to do it.

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Annika Koonar 2024.04.13

     

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Harpreet Gill 2024.03.04

     

It's been a great experience working with Vishal. He is very knowledgeable and professional. He takes the time to understand your financial goals, and then creates a plan customized to you. I'm impressed by his ability to explain such complex topics in a way which are easy to understand. He's very personable and easy to talk to. He genuinely cares about you financial success!

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Reply from Portfolio Planning 2024.03.04

Thank you so much Harpreet! It's always been such a pleasure working with you. Truly appreciate the kind words 🙏🏽

Sonia Gill-Kahlon 2023.12.01

     

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Bruce Kehler 2023.11.15

     

James is great to deal with and is a skilled up and comer in the financial planning industry.

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Jerome Nonyane 2023.11.15

     

Vishal has always been a stand up guy and has helped answer all my financial questions. As someone who often gets stressed about finances, he’s great at breaking things down and keeping you at ease. Great experience.

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Starski Seecharan 2023.11.10

     

Farrah has been amazing on my journey towards financial freedom. My time spent with her has been invaluable to my personal and financial growth. I would 100% recommend Farrah!

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Indy Khosah 2023.11.09

     

Just a brilliant experience!

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Gurjot Kooner 2023.11.09

     

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Courtney Nagasaka 2023.11.07

     

I have been receiving services from Tyson. He has tailored the experience by setting me up with insurance to meet my needs and at the price point I can afford. Highly recommend! 🌟🌟🌟🌟🌟

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