Recognized Again: Modern Vision Planning Tops TrustAnalytica's List of Financial Consultants in Multiple Categories

William Chan • May 1, 2026

Modern Vision Planning Recognized as #1 Financial Consultant

TrustAnalytica Recognition · 2026

Financial Consultant · Mississauga, Ontario

#1

Modern Vision Planning
Ranked Number One

We are proud and humbled to share that Modern Vision Planning has been recognised as the #1 Financial Consultant in Mississauga by TrustAnalytica — a milestone earned through the trust of every client we serve.

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By The Numbers

A Perfect Score,
Earned by Trust

5.0
Star Rating on TrustAnalytica
72
Verified Client Reviews
#1
Financial Consultant, Mississauga

Official Rankings

Where We Stand

TrustAnalytica ranks businesses based on online reputation, verified reviews from sources like Google, review volume, and profile verification. Modern Vision Planning achieved the top position in the following categories and geographic rankings:

Location
#1 Financial Consultant
in Mississauga, ON
Topped TrustAnalytica's curated list of the best financial consultants specifically serving the City of Mississauga — the most competitive local market in our region.
Province
Top Financial Consultant
in Ontario, Canada
Recognized in TrustAnalytica's provincial rankings for Best Financial Consultants across Ontario — standing alongside the very best financial planning professionals in the province.
Country
Top Financial Consultant
in Canada
Listed on TrustAnalytica's national rankings for Best Financial Consultants in Canada — a reflection of the firm's reputation that extends far beyond our local community.
Category
Financial Consultant
Category Leader
Ranked first across the "Financial Consultant" service category, earned through a perfect 5-star rating and 72 verified client reviews — the highest review-backed score in Mississauga.

"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."

— William Chan, CFP · Principal, Modern Vision Planning

This recognition reflects what our clients already know: that great financial planning begins with listening. For William Chan and the Modern Vision Planning team, the TrustAnalytica #1 ranking is not an endpoint — it is a reaffirmation of the approach that has always defined the firm. Every recommendation is unbiased. Every plan is built around the client, not the product. And every relationship is treated as a long-term partnership.

About the Firm

Comprehensive Planning,
Independent Advice

Modern Vision Planning is led by William Chan, a Certified Financial Planner with experience spanning individual wealth management, complex planning cases, and advisor development. Based in Mississauga, the firm serves clients across the Greater Toronto Area, Oakville, and Toronto.

Operating through Sterling Mutuals Inc. and TruStone Financial — home to over 1,100 independent advisors in Ontario and Western Canada — Modern Vision Planning offers access to a broad, non-proprietary range of products without proprietary bias.

  • Comprehensive Financial Planning
  • Investment Portfolio Management
  • Life, Health & Home Insurance
  • Mortgage & Lending Solutions
  • Group Health & Retirement Benefits
  • Retirement & Tax Planning

5.0 / 5.0

72 Verified Google Reviews

TrustAnalytica Rank #1 in Mississauga
Province Ontario Top Ranked
National Canada Top Ranked
Category Financial Consultant
Principal William Chan, CFP® CLU® CHS™ CEA
Location 6733 Mississauga Rd, Suite 700
Phone +1 (416) 464-7760

A Heartfelt Thank You

This Award Belongs
to Our Clients

Rankings are voted by real clients and verified by TrustAnalytica based on authentic reviews, online reputation signals, and the quality of service provided. This recognition is not a marketing metric — it is a reflection of the relationships we have been fortunate enough to build. To every client who trusted us with their financial future and took the time to leave a kind word: thank you. You are the reason we do this work.

Ready to Experience
the Difference?

Book a free consultation with our award-winning team and see why Modern Vision Planning has been ranked the #1 Financial Consultant in Mississauga.

Book a Free Consultation

Modern Vision Planning  ·  6733 Mississauga Rd Suite 700, Mississauga, ON L5N 6J5  ·  +1 (416) 464-7760

Mutual funds provided through Sterling Mutuals Inc. Insurance products and related financial services provided by Modern Vision Planning as independent insurance agents.
This blog post celebrates a third-party ranking awarded by TrustAnalytica.

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William Chan Award Winning Certified Financial Planner featured in the Globe and Mail

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By William Chan • December 11, 2025
William Chan takes centre stage in the Globe and Mail's Behind the Advice. See the values, vision, and expertise behind his personalized financial guidance
Keys and documents with

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How you can set up your mortgage to BEST fit your needs
Wooden blocks stacked, spelling

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