Modern Vision Planning

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Independent advice, it just makes sense. We'll handle your investment, insurance, and financial planning needs by providing choices you can understand. Know you're making the right decisions for your future. With years of experience in the financial industry, William Chan, the principal of Modern Vision Planning, 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. A dedicated professional, his commitment to the wellbeing of others, allows clients to enjoy their time and focus on what really matters in life. We specialize in identifying investment, insurance, or other planning issues that may have been overlooked by clients and their past advisors.


3153 Pebblewood Road Road
Mississauga,  ON
L5N6M7

(416) 464-7760 (Voice)



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Primary category: Insurance Agencies and Brokerages (52421)
Secondary category: Investment Advice (52393)
Number of employees: 1 to 4