Modern Vision Planning
78Good6733 Mississauga Rd Ste 700, Mississauga, ON L5N 6J5, Canada
About
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.
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 2026-07-07.
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
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
74 Google reviews
Most recent reviews
Sue R
2 weeks 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
2 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.
Madeline Izamar Avila
3 months ago · via Google
We started working with William when we had very little knowledge about how finance work in Canada. He patiently explained everything to us and provided the tools we needed so we could move forward when we were ready. Now, after three years of working with him, we truly feel blessed to be in such good hands. He is always available for questions or meetings, and it has been an amazing experience working with someone as knowledgeable and organized as he is.
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.
Services
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
Languages Supported
- English
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?
You can call Modern Vision Planning directly at (416) 464-7760, or send a request through this page and a Senior Care Path advisor can help you connect and 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.
Location
6733 Mississauga Rd Ste 700, Mississauga, ON L5N 6J5, Canada
Also serves
- Mississauga
- Port Credit
- Lorne Park
- Mineola
- Clarkson
- Streetsville
- Churchill Meadows
- Meadowvale