MVP Financial Advice

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Person carrying a white box with a green potted plant indoors
by William Chan 11 May 2026
Four options for your group retirement plan when leaving an employer — and why doing nothing is often the costliest choice — Modern Vision Planning, Mississauga.
Badge for winning Best of Mississauga for financial planning, financial advisor, insurance broker, and mortgage broker
6 May 2026
Modern Vision Planning named a four-category Diamond Winner in the 2025 Best of Mississauga Readers' Choice Awards — Best Financial Advisor and more.
Hand in suit holding a blue block with the number 1 | Financial Consultant Top 10 in Mississauga
by William Chan 1 May 2026
Ranked #1 on TrustAnalytica in Mississauga, Ontario, and Canada. Award-winning financial planning rooted in trust and expertise in Mississauga and Toronto
Photo of William Chan, Certified Financial Planner feature in the Globe and Mail.  Serving Mississauga, Toronto, and Oakville
11 December 2025
William Chan of Modern Vision Planning was featured in the Globe and Mail on how independent advisors think about AI and investor behaviour — Modern Vision Planning, Mississauga.
Blocks with make the right move to encourage working with a Certified Financial Planner for investments, insurance, mortgages
by williamchan 12 April 2025
Getting insurance wrong costs thousands. William Chan explains how to structure coverage correctly the first time and save money without losing protection
“Home sweet home” sign with colorful mortgage and real estate flyers on a rustic wood surface
by williamchan 12 April 2025
Buying, refinancing, or upsizing? Learn how to structure your mortgage to best fit your financial situation from an independent Mississauga mortgage agent
The same piggy bank to show saving for education in a RESP.  The article debunks ideas about management fees, CSG, and CLB
by williamchan 12 April 2025
Don't rush into an RESP. Financial planner breaks down the most common myths about Registered Education Savings Plans and what parents should know first
Finger pressing ask an expert to understand registered retirement savings plan strategies, tax implications, and your estate
by williamchan 21 February 2024
Prioritizing your RRSP over other goals could be costly. A Certified Financial Planner in Mississauga explains when RRSP contributions may not be your best move.
Lego unicorn represents myths about independent financial planning.  Sheds light on fees, qualifications, wealth, and savings
by williamchan 11 March 2021
Think independent advisors cost more or are only for the wealthy? William Chan CFP debunks the five most common myths about independent financial planning in Canada.
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