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Portfolio PlanningFinancial advisor in Vancouver, BC

Portfolio Planning is a financial advisor at 1500 W Georgia St #1900, Vancouver, BC V6G 2Z6, ranked #12 of 529 financial advisors in Vancouver and rated 4.9 from 75 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Vancouver, BCUpdated 0 paid placements in any rankingHow we rank

Call (778) 200-6220Website ↗

Key facts

Key facts about Portfolio Planning
Address1500 W Georgia St #1900, Vancouver, BC V6G 2Z6Get directions
Phone(778) 200-6220
Websiteportfolioplanning.ca
HoursMonday to Friday: 9 AM – 6 PM
Google rating4.9 from 75 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Vancouver and 11 towns within 40 km: West End, North Vancouver, West Vancouver, Burnaby, Richmond, New Westminster, Port Moody, Ladner, Delta, Coquitlam and Port Coquitlam.

Based in Vancouver, BCView on map

Opening hours

Opening hours for Portfolio Planning
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Portfolio Planning

How is Portfolio Planning ranked in Vancouver?

Portfolio Planning is ranked #12 of 529 financial advisors in Vancouver by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Portfolio Planning’s hours?

Portfolio Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Portfolio Planning serve?

Serves Vancouver and 11 towns within 40 km: West End, North Vancouver, West Vancouver, Burnaby, Richmond, New Westminster, Port Moody, Ladner, Delta, Coquitlam and Port Coquitlam. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Portfolio Planning?

Portfolio Planning has a rating of 4.9 from 75 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Portfolio Planning?

Call Portfolio Planning on (778) 200-6220. The business is at 1500 W Georgia St #1900, Vancouver, BC V6G 2Z6. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Portfolio Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Portfolio Planning (this business)—724.9 (75)NoNo
Wendy Valerio Financial Advisor#10725.0 (74)NoNo1.3 km
Camlife Financial#11725.0 (70)NoNo3.2 km
Canadian WiseInvest Inc.#13714.9 (66)NoNo0.6 km

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