Someone in your corner,

every step of the way

Your advisor.

Your plan.

Your choices.

William Chan is an award-winning Certified Financial Planner who didn't plan on a career in financial services. But when he reviewed his own family's finances early in his career and saw the gaps, he knew he'd found his purpose.

After years inside the corporate financial world, William made a deliberate choice to do things differently. That experience gives him a perspective most advisors don't have — and today he uses it to help clients understand not just what to do, but why it makes sense for them.

Independent. Integrated. Built for You.

Most financial practices ask you to fit into their world. We built ours around yours.

Modern Vision Planning is an independent advisory practice based in Mississauga, serving clients across Ontario who want more than a transaction — they want a trusted partner who sees the full picture. We serve clients across the GTA at every stage of life — from young professionals and growing families to business owners and those approaching retirement. We bring together financial planning, investments, insurance, mortgage solutions, and group benefits under one roof, with one clear purpose: advice that works for you.

The right plan looks different for everyone. Ours is making sure yours actually works.

Great Advice Belongs at Every Stage of the Journey

Traditional wealth management has always come with a number. $250,000. $500,000. $1,000,000. Below that threshold, you're told to come back when you're ready.

But here's what that logic ignores — the decisions that determine whether you ever reach that number are happening right now. The mortgage you structure today. The insurance you do or don't have in place. The investments you start or delay. The tax decisions you make before anyone tells you they matter. These are the decisions that build the foundation of a financial life. And the industry that claims to specialize in wealth won't touch them until the wealth is already there.

We think that's backwards.

Wealth management at Modern Vision Planning isn't a destination you qualify for. It's a standard of advice you deserve from the moment the decisions start mattering — which is long before any number on a statement says you've arrived.

Great Advice Belongs at Every Stage of the Journey

Traditional wealth management has always come with a number. $250,000. $500,000. $1,000,000. Below that threshold, you're told to come back when you're ready.

But here's what that logic ignores — the decisions that determine whether you ever reach that number are happening right now. The mortgage you structure today. The insurance you do or don't have in place. The investments you start or delay. The tax decisions you make before anyone tells you they matter. These are the decisions that build the foundation of a financial life. And the industry that claims to specialize in wealth won't touch them until the wealth is already there.

We think that's backwards.

Wealth management at Modern Vision Planning isn't a destination you qualify for. It's a standard of advice you deserve from the moment the decisions start mattering — which is long before any number on a statement says you've arrived.

Recognized Award-Winning Services You Can Trust