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William Chan - Certified Financial Planner at Modern Vision Planning logo logo
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William Chan - Certified Financial Planner at Modern Vision Planning

Mississauga

Financial Advisors Investment Advisors Mortgage Advice Health Insurance More... Pensions and Incentives
This professional is currently unavailable.
You can request reply and they will reach out as soon as they can.
William Chan - Certified Financial Planner at Modern Vision Planning logo logo
W

William Chan - Certified Financial Planner at Modern Vision Planning

Mississauga

Financial Advisors Investment Advisors Mortgage Advice Health Insurance More... Pensions and Incentives
This professional is currently unavailable.
You can request reply and they will reach out as soon as they can.

About

Modern Vision Planning provides independent advice in the areas of investment, insurance, and lending; bringing insight into planning issues that may have been overlooked by clients and their past advisors. His unique and detailed knowledge of the financial industry allows him to develop customized solutions that are guaranteed to provide an unbiased view of one’s situation.

2 min response time

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Providing clients with truly independent advice and options available in the financial industry.

Having worked in many large institutional settings, I came to understand what was made available to clients and wanted to provided more. By becoming a full independent, it provided the freedom to advise clients from an unbiased perspective.

Honesty, integrity, and the unwavering belief that people deserve the better advice. Having personally experienced and seen first hand, the types of financial issues clients can face, the purpose of Modern Vision Planning is to understand clients and provide unbiased expert advice.

Yes, phone calls and online meetings are available by request.

Flexible to accommodate any client requests regarding COVID.

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A collaborative approach between an estate lawyer and experienced financial professional who is knowledgeable in the area estate planning can help minimize any unexpected issues when developing your Will and Power of Attorney.

Find out how professional accreditations like the CFP, CLU, and CEA, can make a difference to your estate planning needs.