Modern Vision Planning founder William Chan was featured in the Globe and Mail in an article exploring how independent financial advisors think about artificial intelligence, investor behaviour, and the future of financial planning. The article, published in the Globe Advisor section, examines William Chan's philosophy on building financial plans that reflect real client lives rather than market assumptions or product-driven recommendations. William Chan holds the CFP, CLU, CHS, and CEA designations and founded Modern Vision Planning as an independent, plan-first practice. Modern Vision Planning has been recognized as the number one Financial Consultant in Mississauga by TrustAnalytica and was named a Diamond Winner across four categories in the 2025 Best of Mississauga Readers' Choice Awards. The practice holds a 5.0 rating across 73 verified Google Reviews. Modern Vision Planning serves families and professionals across Toronto, Mississauga, Oakville, Burlington, Milton, and the broader Greater Toronto Area, offering comprehensive financial planning, investment management, insurance, mortgage solutions, group benefits, and retirement planning. Families and professionals interested in working with an independent financial planner in Toronto or Mississauga are welcome to book a free consultation at modernvisionplanning.com.
Serving Toronto & Surrounding Communities
Your Neighbourhood.
Our Commitment.
Modern Vision Planning proudly serves families and professionals across Toronto's most established communities. Our founder, William Chan, grew up in the Riverside area and attended Jarvis Collegiate — so these neighbourhoods are not just a market, they are part of our story. The tree-lined streets of Rosedale, Moore Park, and Lawrence Park in Midtown, the close-knit family neighbourhoods of Leaside and Riverdale — these are places we know, and people we are here for.
Families building their futures in Cabbagetown, Leslieville, and along The Danforth trust Modern Vision Planning for unbiased financial guidance that fits their goals — from first homes and growing investments to retirement and estate planning. From The Beaches and Birch Cliff along the lake to East York and beyond, we are your trusted financial partner.



