Vishal Gill
Portfolio Planning · Vancouver, British Columbia, Canada
Vishal Gill is a fee-only financial advisor at Portfolio Planning in Vancouver, British Columbia, Canada, who holds the CFP credential. Vishal charges a flat fee or retainer and focuses on physicians & residents, flat-fee planning and small business owners.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Portfolio Planning |
|---|---|
| Based in | Vancouver, British Columbia, Canada |
| Fee model | Flat fee or retainer |
| Credentials | CFP |
| Website | www.portfolioplanning.ca |
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Questions about Vishal
Is Vishal Gill a fee-only financial advisor?
Yes. Vishal Gill is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Vishal charge for financial advice?
Vishal charges a flat fee or retainer.
Where is Vishal Gill based?
Vishal Gill is based in Vancouver, British Columbia, Canada.
What does Vishal specialize in?
Vishal's specialties include physicians & residents, flat-fee planning, small business owners and tax planning. Vishal works with physicians.
What credentials does Vishal Gill hold?
Vishal Gill holds the CFP credential.
How do I contact Vishal Gill?
Through Vishal's website, www.portfolioplanning.ca.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Portfolio Planning website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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