Globe and Mail - Behind the Advice Feature

11 December 2025

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Below is an article that was licensed from the Globe and Mail where William Chan was featured.  Click the image to direct you to the original content.

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.

Midtown Yonge & Eglinton Rosedale Moore Park Summerhill Lawrence Park Leaside Riverdale Cabbagetown Riverside Leslieville The Danforth Danforth Village The Beaches Birch Cliff East York
Person carrying a white box with a green potted plant indoors
by William Chan 11 May 2026
Four options for your group retirement plan when leaving an employer — and why doing nothing is often the costliest choice — Modern Vision Planning, Mississauga.
Badge for winning Best of Mississauga for financial planning, financial advisor, insurance broker, and mortgage broker
6 May 2026
Modern Vision Planning named a four-category Diamond Winner in the 2025 Best of Mississauga Readers' Choice Awards — Best Financial Advisor and more.
Hand in suit holding a blue block with the number 1 | Financial Consultant Top 10 in Mississauga
by William Chan 1 May 2026
Ranked #1 on TrustAnalytica in Mississauga, Ontario, and Canada. Award-winning financial planning rooted in trust and expertise in Mississauga and Toronto
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