Vishal Gill is a financial planner with a passion to help others. In his young career, he went from working with large financial institutions to starting his own multi-faceted financial planning company called Portfolio Financial Concierge, which offers a holistic approach to finance with a full advisory team of planners, lawyers, realtors, and brokers to best serve their clients.

Vishal discusses tips and tricks to help guide us through the three main business cycles most professionals face: student loans, starting a business, and succession planning.

Connect with Vishal for more financial advice at PortfolioPlanning.ca

Instagram: instagram.com/portfolioplanning