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5 Reasons Why Clients Choose Us

5 Reason Why Clients Choose Us

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Our Services

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Build Your Own Plan

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Congratulations in booking your 30 Minute Strategy Session!

Understanding how to effectively manage or view "wealth" is a step in helping you reach financial and retirement goals more quickly. Please complete the form to the right to help as a guide during our session.

3 Popular RRSP Myths

#1

It's the best way to save for retirement.

#2

My money is stuck in the account until I retire

#3

I don't need a RRSP because government income and my workplace plan will be enough

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Remember to provide investment statements for a complimentary risk report

Your report will provide a summary breakdown of your current investment holdings from a bank or many other financial institutions.

Learn More About Us

RRSPs and investments play a large part in the lives of all Canadians, but it's only one part of the financial puzzle everyone is trying to solve. Modern Vision Planning is focused in providing unbiased recommendations to people who can appreciate how independent advice can truly make a difference.

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info@modernvisionplanning.com

Want more information?

Bus: 647-874-6629

Cell: 416-464-7760

6733 Mississauga Rd., Suite 700

L5N6J5

Mississauga, ON

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Globe and Mail - Behind the Advice Feature

By William Chan • December 11, 2025

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.

The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Modern Vision Planning and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

Insurance products, and other related financial services are provided by Modern Vision Planinng as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.

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