Modern Vision Planning
73Good6733 Mississauga Rd Ste 700, Mississauga, ON L5N 6J5, Canada
Last updated September 2026
Request a consultationAbout
Modern Vision Planning is an independent financial planning firm in Mississauga serving clients across the Greater Toronto Area. William Chan, a Certified Financial Planner, offers comprehensive financial planning, retirement and estate planning, investments, insurance, mortgages, and group benefits with no proprietary product bias.
Managed by
This listing hasn't been claimed yet.
Claim this listing →Senior Care Path Summary
Modern Vision Planning provides comprehensive financial planning and retirement advice tailored to your circumstances and life stage. Services include retirement and estate planning, investment management, insurance coverage evaluation, mortgages, and financial planning built around what matters to you, not product quotas. Founder William Chan holds multiple professional designations and is available for virtual and in-person meetings at the Mississauga office.
The firm has been recognized as the number one Financial Consultant in Mississauga by TrustAnalytica and is a four-category Diamond Winner in the 2025 Best of Mississauga Readers' Choice Awards. William Chan works with clients throughout the Greater Toronto Area including Oakville, Burlington, Milton, and Halton Hills, with fee structures that can match your preferences, including hourly, project-based, or asset-based annual fees.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
Request a consultation
Who This Provider Is Best For
- Retirees planning income and estate decisions
- Families managing CPP, OAS, and RRIF conversions
- Clients seeking retirement and estate planning guidance
- Adults approaching or in early retirement years
- Families wanting coordinated financial planning without product bias
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
5.0
74 Google reviews
Most recent reviews
Magdalena Chromicz
2 months ago · via Google
Will is an incredible professional. It has been an amazing experience working with him. He's infinitely helpful, and was always available to answer any of my questions. His patience, experience and true integrity really shine through. Will spent a lot of time talking through options, risks, strategies. It really has been a very valuable experience for me to have his support. I highly recommend Will as an advisor and can firmly stand by saying that his clients are lucky to have him.
Sue R
3 months ago · via Google
With retirement approaching, I wanted a more personalized and comprehensive financial plan than what big banks could offer. From my first introductory session with William Chan last fall, I was impressed by his detail-oriented service and approachable personality. In our subsequent sessions to define investment selection, retirement income and tax saving strategy, William provided professional insights with clear reasoning, simplified complex choices, and patiently answered all my questions without judgment. He won me over. I now have confidence in my financial future and investments. If you want to look after your money and your best interests, William Chan - Modern Vision Planning can help you do it. I highly recommend him!
Tam
4 months ago · via Google
I recently started working with William Chan, CFP, as a beginner investor. I have transferred funds and am still early in the process, so I cannot comment on long-term investment results yet. So far, my experience has been positive. William has been patient, professional, and easy to talk to. He took the time to answer my questions and explain different financial topics, including investing, mortgage planning, and overall financial structure. What I appreciate most is that he has not made me feel pressured. He provides guidance and options, but still respects my comfort level and my own decisions. As someone new to investing, I appreciate his clear explanations and patience. I am still at the beginning, but so far, my experience working with him has been positive.
Summary of Google Reviews
Summarized by Senior Care Path from Modern Vision Planning's Google rating and recent reviews. Confirm specifics with the provider.
Modern Vision Planning holds an excellent 5.0-star rating across 74 Google reviews. Recent reviewers most often highlight responsive, helpful communication.
Most common praise
- Responsive, helpful communication
Licenses & Registrations
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Certified Estate Advisor (CEA)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
6733 Mississauga Rd Ste 700, Mississauga, ON L5N 6J5, Canada
Also serves
- Mississauga
- Port Credit
- Lorne Park
- Mineola
- Clarkson
- Streetsville
- Churchill Meadows
- Meadowvale
Frequently Asked Questions
What services does Modern Vision Planning offer?
Modern Vision Planning is a financial planning provider in Mississauga, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Modern Vision Planning speak?
Staff at Modern Vision Planning are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Modern Vision Planning?
Send a request through the form on this page with your name, email and phone. We pass it to Modern Vision Planning so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Mississauga. It is free, with no pressure.
Is Modern Vision Planning verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.