For years — almost 11 years — I struggled to find a financial advisor who truly understood what it meant to build a path toward real financial freedom. Most advisors I encountered were solely focused on investments, while bank advisors often lacked the in-depth knowledge or long-term perspective I needed. That changed when I started working with William. In a relatively short time, he helped me recognize where I went wrong earlier in my financial journey and, more importantly, how to course correct. Thanks to his guidance, I was able to purchase my first home — something I wasn't sure would be possible so soon. William isn't just an advisor; he's a partner in your financial journey.

I've had the pleasure of working with William Chan at Modern Vision Planning, and I can confidently say he's one of the most knowledgeable and trustworthy financial planners I've encountered. William took the time to thoroughly understand my financial goals and created a clear, strategic plan tailored to my needs. What really stood out was his ability to explain complex financial concepts in a way that made sense, making me feel confident and empowered in my decisions. If you're looking for a Certified Financial Planner who genuinely cares about your future and provides sound, personalized advice, I highly recommend William.

Will offers detailed financial planning covering mortgage, investments, insurance, and tax planning. He is well credentialed and his approach was tailored to my goals — providing a clear framework for understanding my options. Since starting with him, I have completed early financial planning, set up insurance, and am in the early stages of mortgage applications. He also referred me to a good CPA. What more can you ask for?

William has been fantastic and has imparted a great deal of knowledge in the time we've worked with him. He's very personable and has demonstrated the ability to adjust according to each client's situation. If you have any questions or need help with your mortgage, estate, insurance, or even just your portfolio, I would highly recommend reaching out to William — I'm sure he'll be able to help.

It's good to know and trust someone who isn't just selling products or strategies — and takes time to fully explain the ins and outs of how things work. With four kids to take care of, it's so important to ensure that I'm making the right financial decisions for me and my family. If I found him years ago, I could have saved so much time, money, and energy. I honestly never knew how much of a difference speaking with a professional like William could make.

I started my financial planning journey late in life and I'm glad Will was the one to help me get started. He was very patient when it came to explaining what I need to do in order to achieve my short-term and long-term goals. I consider Will to be a trusted advisor — he is a genuine person and I value his honesty. My partner and I use his services and will continue to do so as we progress through life. I highly recommend Will for a truly comprehensive experience with a financial planner and advisor.

I'm a huge numbers person and William not only went through everything with me in detail, but I realize his recommendations from the beginning were spot on. My previous advisor was so dishonest it blows my mind — and never explained even a fraction of what William has told me over just a few conversations. This is the financial advisor I'm talking to from now on about investments.

William Chan has been a game-changer for our family's financial planning. He took the time to understand our needs and helped us find life insurance policies that not only cover our current situation but also set us up for the future. His advice over the years has been genuine and incredibly valuable. If you're looking for a reliable advisor who really cares, William is the one to trust.

I have been working with William since the birth of my son. He has never pressured me into any product and always explains things in an easy way to understand. William has helped to teach me and improve my financial literacy. I am confident placing my trust in William to help me in protecting my family's finances. If you need to protect your family in a no-pressure environment and get honest advice, I highly recommend William.

Will offers a wide spectrum of financial advice services — investments, insurance, and home buying needs. Prior to working with him, I had very low financial literacy and consequently low interest in my finances. Having worked with Will for several months, it has sparked interest in a necessary area of life I was avoiding. Going into the purchase of a house, both my partner and I have confidence that our financial commitments are just right for us.

My wife and I have always received great financial advice from William — he has been willing to help find the best value for our needs with respect to life insurance and mortgage options. We recently were looking to move, and William was able to help us find the best option for our mortgage that was cheaper than any of the banks. I would highly recommend William to anyone looking for help with their mortgage or insurance needs.

My husband and I had previously started working with a different financial planner but quickly realized he was just sales oriented — so we found and contacted William. He has given us so much time to help us plan for better life insurance, and we are currently working on our investment planning. We're very happy to have switched and look forward to continuing to plan our financial future with him.