Modern Vision Planning

Modern Vision Planning is a trusted, award-winning financial planning firm offering retirement planning, investment, insurance, and mortgage services across the Greater Toronto Area. Led by William Chan - winner of Best Financial Advisor and Best Insurance Agent/Broker in Mississauga - our team brings together expertise across retirement income planning, RRSP and TFSA optimization, investment management, life and critical illness insurance, mortgage solutions, estate planning, and CPP and OAS guidance. We proudly serve individuals, families, and business owners across Mississauga, Toronto, Etobicoke, Oakville, Brampton, Vaughan, Markham, Richmond Hill, and Scarborough - bringing every financial service under one roof.