Founded in 1982, Portfolio Planning, Inc. is a well-established financial advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The company operates on a "fee-only" basis, meaning it is compensated solely by its clients and does not accept commissions from the sale of financial products, which helps ensure its advice is objective. Its mission is to serve as a fiduciary, always acting in the best interests of its clients by providing comprehensive financial planning and tailored investment management services to help individuals and families achieve their financial goals.

Founded in

Canada