We’re moving to a new location. Here’s what clients need to know about the transition and how to stay in touch with our financial planning team.
Modern Vision Planning Selected as a Top 3 Choice for Financial Services in Mississauga
Four options for your group retirement plan when leaving an employer — and why doing nothing is often the costliest choice — Modern Vision Planning, Mississauga.
Modern Vision Planning named a four-category Diamond Winner in the 2025 Best of Mississauga Readers' Choice Awards — Best Financial Advisor and more.
Ranked #1 on TrustAnalytica in Mississauga, Ontario, and Canada. Award-winning financial planning rooted in trust and expertise in Mississauga and Toronto
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.
Getting insurance wrong costs thousands. William Chan explains how to structure coverage correctly the first time and save money without losing protection
Buying, refinancing, or upsizing? Learn how to structure your mortgage to best fit your financial situation from an independent Mississauga mortgage agent
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