Independent Financial Advice That Simply Makes Sense
As Mississauga's award-winning Certified Financial Planner, we provide personalized investment, mortgage, insurance, and financial planning solutions — always unbiased, always in your best interest.
Diamond Winner
Best Financial Planning Services
Mississauga 2025
Award-Winning Financial Guidance
Recognized as Mississauga's top financial services provider. We are proud to have received the Best of Mississauga Readers' Choice 2025 Diamond Award across multiple categories — a testament to our commitment to exceptional client service.
Best Financial Planning Services
Modern Vision Planning
Best Financial Advisor
William Chan, CFP
Best Mortgage Broker / Advisor
William Chan
Best Insurance Agent / Broker
William Chan, CFP
Comprehensive Financial Services
We offer a full suite of financial planning services to help you navigate every stage of your financial journey — from growing your wealth to protecting your assets and planning for retirement.
View All ServicesFinancial Planning
Comprehensive financial planning to help you save money, identify opportunities, and build a clear roadmap for your financial future.
Investment Management
Personalized investment strategies tailored to your risk tolerance, timeline, and financial goals — delivered with clarity and transparency.
Mortgage Solutions
Expert mortgage advice and step-by-step guidance to help you secure the best rates and terms for your home purchase or refinance.
Insurance Solutions
Life, critical illness, and disability insurance solutions designed to protect you and your family while optimizing your coverage costs.
Group Benefits
Workplace benefit plans that help employers attract and retain talent while providing employees with meaningful health and wellness coverage.
Why Clients Choose Modern Vision Planning
As an independent financial planning firm, we put your interests first. Our recommendations are always unbiased, transparent, and tailored to your unique situation.
Independent & Unbiased
We are not tied to any specific products or providers. Our advice is always objective and in your best interest.
Award-Winning Expertise
Recognized as the Best Financial Planner in Mississauga with the 2025 Readers' Choice Diamond Award.
Client-Centric Approach
We take the time to understand your goals and create a customized financial plan that works for you.
Proven Track Record
Over 70 five-star Google reviews from satisfied clients who trust us with their financial futures.
What Our Clients Say
Rated 5.0 out of 5.0 based on 70+ Google Reviews
"I had an excellent experience working with this financial advisor. Their knowledge, professionalism, and attention to detail made a huge difference in helping me understand my financial goals and create a clear plan for the future."Jenny C.
"William Chan is an outstanding financial advisor. He is knowledgeable, patient, and takes the time to clearly explain options in a way that is easy to understand. I never felt rushed or pressured."Karm P.
"William isn't just knowledgeable and accredited when it comes to finances — he genuinely takes the time to understand your unique situation and apply his expertise in a way that makes sense for you."Andrew L.
"In a relatively short time, William helped me recognize where I went wrong earlier in my financial journey and, more importantly, how to course correct. Thanks to his guidance, I was able to purchase my first home."Nathan D.
"William Chan has been a game-changer for our family's financial planning. He took the time to understand our needs and helped us find life insurance policies that not only cover our current situation but also set us up for the future."Tashauna B.
"William is a really sharp, very respectful professional. His knowledge/expertise, quick responsiveness/execution and understanding with empathy are exceptional."Derek B.
Meet William Chan, CFP
William Chan, the principal of Modern Vision Planning, is an award-winning Certified Financial Planner dedicated to helping clients achieve their financial dreams. With years of experience in the financial industry, William has managed complex cases as a Regional Financial Planning Specialist and guided advisor growth as a Business Development Partner.
His commitment to the well-being of others allows clients to enjoy their time and focus on what truly matters in life. Using the Golden Circle model for business success, William applies these principles to your personal finances, ensuring that you not only manage your wealth but also thrive financially.
Ready to Take Control of Your Financial Future?
Book a free, no-obligation consultation with William Chan to discuss your financial goals and learn how Modern Vision Planning can help you achieve them.
Schedule Your Free Consultation