Four options for your group retirement plan when leaving an employer — and why doing nothing is often the costliest choice — Modern Vision Planning, Mississauga.
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
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.
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.