Modern Advice.
Real Results.

One independent firm for every stage of life — investments, insurance, mortgages, and retirement, built entirely around you.

We make the complex simple

We offer financial planning, investment, insurance, and mortgage services so you can focus on everything else in life.

With our expertise and know-how, we'll help you save money, reduce stress, and focus on you're real priorities. 

Financial Planning | Modern Vision Planning | William Chan | Mississauga, Toronto, Oakville

Financial Planning

Proper planning can help you save money and identify issues in how you're managing finances.
Investment Advisor | RRSP, TFSA, LIRA, RESP, RDSP | Modern Vision Planning | William Chan |Mississauga, Toronto, Oakville

Investments

Professional investment advice personalized to meet your needs and goals in a way that simply makens sense.
Mortgages, HELOC | Mortgagebroker.ca | Modern Vision Planning | William Chan | Mississauga, Toronto, Oakville
Life Insurance | Health & Critical Illness Insurance | Modern Vision Planning | William Chan | Mississauga, Toronto, Oakville

Insurance

Insurance coverage can be costly if structured incorrectly.  We help you save money by evaluating your needs and current coverage.
Group Benefits, HSA, TPP, TPA | Modern Vision Planning | William Chan | Mississauga, Toronto, Oakville

Group Benefits

Workplace plans are usually not optimized for the employer, or by the employee.  We help to make sure benefit plans are a win win situation.

We help clients in various stages of life:

Understand your financial options earlier to help make life easier in the future.

Young and Growing

Life is unpredictable, leading to situations that we never thought possible.  Let's talk.

Unique Journeys

Earning more simply means extra decisions need to be made with your money.  Get help to make the most of it.

Established Professionals

Retirement Ready

Ready to sail off into the sunset and enjoy the retirement you always planned for.

Our financial professionals will help you understand your finances and how to make the best use of your savings.

Modern Advice

Mississauga’s Finest: Celebrating Our Recognition as the City’s Top Choice for Financial Planning

May 6, 2026
Modern Vision Planning named a Diamond Winner in the 2025 Best of Mississauga Readers' Choice Awards | Best Financial Planning Services | Best Financial Advisor

Recognized Again: Modern Vision Planning Tops TrustAnalytica's List of Financial Consultants in Multiple Categories

May 1, 2026
Ranked #1 on TrustAnalytica, Modern Vision Planning offers award-winning financial planning rooted in trust, expertise, and lasting success in Mississauga & Toronto

Globe and Mail - Behind the Advice Feature

December 11, 2025
William Chan takes centre stage in the Globe and Mail's Behind the Advice. See the values, vision, and expertise behind his personalized financial guidance
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