Creative solutions through experience and thoughtful care
Experienced financial planning services for your needs
With years of experience in the financial industry, William Chan, the principal of Modern Vision Planning, has helped clients as a Certified Financial Planner, managed complex cases as a Regional Financial Planning Specialist, and guided advisor growth as a Business Development Partner. A dedicated professional, his commitment to the wellbeing of others, allows clients to enjoy their time and focus on what really matters in life.
Choose us for trust, service and accuracy
We are a full service independent financial provider. Everyone on our team has the professional qualifications required to give you the very best service and advice in all areas of personal and business matters.
Independent advice. Unbiased recommendations.
Providing solid solutions for your financial planning needs continues to evolve. All of our services are tailored to meet the diverse phases of your personal or business growth.
Trust
We are committed to developing strong lasting relationships through commitment, communication and honesty.
Expertise
Multiple professional designations and experience in various areas of the industry. Providing unique insights to your situation.
Community
A movement to build awareness in how independent advice can improve the decisions we make.
Ethics
A strong code of beliefs to act as a fiduciary to others. Our professional designations hold us to a higher standard, which we strive to surpass.
Efficiency
Using innovative technologies and the support of our team. Our goal is to help clients better manage their finances.
Many more
We don't limit ourselves to what we know. With partners in various industries, we collaborate to help you better.
He was very knowledgeable and straight forward, with his input being clear and effective. He has a very diverse understanding of the financial market and industry. I would highly recommend speaking to William for similar advice, he is also a very approachable person!
Matthew R.
Jr. Financial Analyst
Want more information?
Bus: 289-815-1778
Cell: 416-464-7760
3153 Pebblewood Rd
L5N6M7
Mississauga, ON
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The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Modern Vision Planning and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.
Insurance products, and other related financial services are provided by Modern Vision Planinng as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.