You're Done!

Please take some time to learn more about Modern Vision Planning and our mission to help provide people with unbiased strategies and product options.

You're Done!

Please take some time to learn more about Modern Vision Planning and our mission to help provide people with unbiased strategies and product options.

Top 5 Reasons Why Clients Choose Us

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  • Tired of dealing with call centres and a revolving door of new advisors

    Unfortunately, many people have an ingrained tolerance for dealing with financial problems by calling a company's call centre. Others simply interact with a new advisor assigned after the previous one has left. We believe clients should work with the same advisor so that there is continuity and trust in the advice they receive.  Learn more about how we can help.

  • Too many financial professionals, too little time

    To strengthen your relationship, we aim to reduce the number of financial professionals that you have to deal with. We provide investment, insurance, and mortgage services to our clients through multiple providers and believe our advisors should be knowledgeable in a variety of areas to better provide integrated advice to clients. We will offer specialized support if necessary to ensure clients receive qualified solutions.  Financial institutions usually only provide this level of preferred advice to their wealthier clients, but we believe that everyone deserves better.

  • They want a better understanding of their financial options

    We take pride in being able provide clear and understandable advice. It can be difficult to determine if you are making the right financial decisions based on information from the media, internet sources, advertisements and professionals. Before you make any important financial decisions, have someone who is qualified to guide you through the options and compare them.

  • To find mistakes or gaps in their finances

    Let's face it, most people react to changes in their finances.  Over time, this can lead to a mixture of strategies , accounts, and products that are not right for your current situation.  You can save more, spend less, and avoid these costly mistakes made over a lifetime by being proactive.  This is where having an experienced financial professional can make a difference.

  • Do not spend twice on professional advice

    As a financial professional, it is disheartening to meet clients who have paid money for courses, independent reviews or other services, but never received a tangible financial product.  As a full-service advisory practice, we promise to provide financial advice and solutions. Our fiduciary responsibility is to help clients make the best financial decisions for their futures.

WHY MODERN VISION PLANNING IS YOUR BEST FINANCIAL OPTION


  • We are proud to be one of the few independent full service financial practices in the industry. 
  • Our detailed feedback focuses on tax efficiency, cash flow, and ideas to maximize investment returns.
  • Licensed for most investment, insurance, and mortgage products, we can recommend detailed solutions that are strategically used within your financial plan.   
  • With multiple financial accreditations, be confident in the professional advice you receive.
  • Financial planning for personal and business needs, we ensure clients are provided answers in a way they can understand.
  • Clients receive access to some of the tools used by industry professionals.


Value

Clients deserve more than just basic information or advice when making life changing decisions.  Professional knowledge and support along with carefully selected tools is the core essence of what we offer.  Our role is to be your guide each step of the way.

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