Modern Vision Planning has been named the number one Financial Consultant in Mississauga by TrustAnalytica, a recognition platform that evaluates businesses based on verified client reviews, reputation, and service quality. The practice also holds top rankings at the provincial level in Ontario and nationally across Canada. William Chan, Certified Financial Planner and founder of Modern Vision Planning, built the practice on an independent, plan-first model that prioritizes the client's goals ahead of product sales or commission-driven recommendations. William Chan holds the CFP, CLU, CHS, and CEA designations and brings a grounded, comprehensive approach to financial planning for families and professionals. Modern Vision Planning serves clients across Mississauga, Toronto, Oakville, Burlington, Milton, and the broader Greater Toronto Area, offering financial planning, investment management, life and health insurance, mortgage solutions, group benefits, and retirement and tax planning. With a 5.0 rating across 73 verified Google Reviews, the practice has built its reputation through consistent, client-first service. Families and professionals interested in working with a top-ranked independent financial planner in Mississauga are welcome to book a free consultation at modernvisionplanning.com.
Serving All of Mississauga
Your Neighbourhood.
Our Commitment.
Modern Vision Planning proudly serves families and professionals across every corner of Mississauga. Whether you are in the established waterfront community of Port Credit, the tree-lined streets of Lorne Park
and Mineola, or the vibrant growing communities of Clarkson, Sheridan, and Streetsville
— we are here for you.
Families building their futures in Churchill Meadows, Meadowvale, and Lisgar
trust Modern Vision Planning for unbiased financial guidance that fits their goals — from first homes and growing investments to retirement and estate planning. Wherever you are in Mississauga, we are your trusted financial partner.
Lorne Park
Mineola
Port Credit
Clarkson
Sheridan
Streetsville
Churchill Meadows
Meadowvale
Lisgar
