Modern Vision Planning has been named a Top 3 choice in the 2026 Three Best Rated Awards for Best Financial Services in Mississauga, Ontario. Three Best Rated selects the top three businesses in each category and city through a 50-point inspection that reviews ratings, reputation, history, complaints, satisfaction, trust, and price. William Chan, Certified Financial Planner and founder of Modern Vision Planning, built the practice on an independent, plan-first model that puts the client's interests ahead of product sales or commission structures. Modern Vision Planning is based in Mississauga and serves families, professionals, and business owners across Mississauga, Toronto, Oakville, Burlington, and the broader Greater Toronto Area. Services include comprehensive financial planning, investment portfolio management, life and health insurance, mortgage and lending solutions, group benefits, and retirement and tax planning. The practice was also named a 2025 Best of Mississauga Readers' Choice Diamond Winner in four categories and a 2026 Wealth Professional Canada 5-Star Advisor. Readers who would like to speak with an independent financial planner in Mississauga are welcome to book a free consultation at modernvisionplanning.com.
Three Best Rated®
Top 3 Choices
2026
Mississauga, Ontario
Canada
Top 3 Best Rated.
Financial Services in Mississauga.
Modern Vision Planning has been named one of the Top 3 Choices
for Best Financial Services in Mississauga in the 2026 Three Best Rated® Awards
— chosen through a 50-point inspection
of reviews, reputation, trust, and price.
★ Top 3 Choices
★ Best Financial Services
★ Mississauga, ON
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
