Creative solutions through experience and thoughtful care
Modern Vision Planning is not just a wealth management office; we are your dedicated partners in achieving financial success. We offer bespoke solutions tailored to your unique situation, ensuring that every decision is unbiased and in your best interest.
While you may be well-versed in basic financial concepts, our expertise lies in providing a professional perspective that goes beyond the basics. We employ a detailed, client-focused approach to comprehensive financial planning, helping you understand the "what," "how," and "why" of your financial decisions.
Using the Golden Circle model for business success, we apply these principles to your personal finances, ensuring that you not only manage your wealth but also thrive financially. With Modern Vision Planning, you gain a deeper understanding and a clearer path to your financial goals.
Experienced financial planning services for your needs
An award-winning professional, 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.
Regonized Award-Winning Services You Can Trust
We work with people who value clear strategy and long-term planning—from incorporated professionals and business owners to healthcare and tech professionals, executives with complex compensation, and real estate investors. Although we are growing in these areas, you're always welcome here. Our core belief is still simple:
If you’re looking for guidance, you deserve a conversation—no pressure, just clear advice.
We’re proud to be recognized across Toronto, Mississauga, and Oakville for combining deep technical expertise with a practical, relationship-first approach.
Best of Mississauga Readers' Choice Diamond Award Winner for:
- Best Financial Planning Services
- Best Financial Advisor
- Best Mortgage Broker/Advisor
- Best Insurance Agent/Broker
Featured in publications such as the Globe and Mail, Yahoo Finance Canada, CTV News, and more.

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!
