About Modern Vision Planning
Creative solutions through experience and thoughtful care. We are your dedicated partners in achieving financial success.
William Chan
CFP, CLU, CHS, CEA, CIWM, RRC, AINS, B.Comm
Modern Vision Planning is not just a wealth management office; we are your dedicated partners in achieving financial success. We offer bespoke solutions tailored to your unique situation, ensuring that every decision is unbiased and in your best interest.
While you may be well-versed in basic financial concepts, our expertise lies in providing a professional perspective that goes beyond the basics. We employ a detailed, client-focused approach to comprehensive financial planning, helping you understand the "what," "how," and "why" of your financial decisions.
An award-winning professional with years of experience in the financial industry, William Chan has helped clients as a Certified Financial Planner, 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.
Book a Meeting with WilliamOur Philosophy
Using the Golden Circle model for business success, we apply these principles to your personal finances, ensuring that you not only manage your wealth but also thrive financially.
Client-First Approach
Every recommendation starts with understanding your unique goals, concerns, and financial situation.
Financial Education
We believe in empowering our clients with knowledge, helping you understand the 'what,' 'how,' and 'why' of every decision.
Professional Excellence
Continuous professional development and multiple designations ensure we deliver the highest standard of advice.
Long-Term Relationships
We build lasting partnerships with our clients, growing and adapting your financial plan as your life evolves.
Professional Designations
William holds an extensive array of professional designations, reflecting his commitment to continuous learning and delivering the highest standard of financial advice.
The Independent Advantage
Working with an independent financial advisor means your interests always come first. Unlike advisors tied to a single institution, we have access to a wide range of products and providers, allowing us to find the best solutions for your unique needs.
- Access to multiple insurance carriers and investment platforms
- Unbiased recommendations based solely on your needs
- Transparent fee structures with no hidden costs
- Personalized service — not a one-size-fits-all approach
- Long-term partnership focused on your financial success
Top 5 Reasons Clients Choose Us
Unbiased Advice
We work for you, not for a bank or insurance company.
Holistic Planning
We look at the full picture — investments, insurance, mortgages, and taxes.
Transparent Pricing
Clear, upfront fee structures with no hidden costs.
Personalized Service
Every plan is custom-built for your unique situation and goals.
Proven Results
Award-winning service backed by 70+ five-star reviews.