Modern Vision Planning
Hours:
Open 9:00 AM - 8:00 PM
Monday 9:00 AM - 8:00 PM
Tuesday 9:00 AM - 8:00 PM
Wednesday 10:00 AM - 8:00 PM
Thursday 10:00 AM - 8:00 PM
Friday 10:00 AM - 8:00 PM
Saturday 9:00 AM - 8:00 PM
Sunday 9:00 AM - 8:00 PM
Tuesday 9:00 AM - 8:00 PM
Wednesday 10:00 AM - 8:00 PM
Thursday 10:00 AM - 8:00 PM
Friday 10:00 AM - 8:00 PM
Saturday 9:00 AM - 8:00 PM
Sunday 9:00 AM - 8:00 PM
Address: 6733 Mississauga Rd Suite 700, Mississauga, ON L5N 6J5, Canada Get Directions
Services & pricing
Average price rangeWhat people love
From reviewsAbout this business
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, 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.
Frequently asked questions
6 questionsWhat do Modern Vision Planning clients say about the work?
Clients frequently praise William for his thoroughness and ability to explain complex financial concepts clearly. Many appreciate his patient approach and dedication to understanding their unique financial situations, making them feel confident and informed about their financial decisions.
Does Modern Vision Planning offer comprehensive financial planning services?
Yes, they provide a range of services including Comprehensive Financial Planning, One-Time Consultation, Ongoing Financial Management, Investment Portfolio Analysis, Retirement Planning, Risk Assessment, Life Insurance Consultation, Health Insurance Guidance, Home Insurance Advice, Mortgage Application Support, Pre-Approval Assistance, Refinancing Consultations, and Tax Strategy Development.
Can I get help with tax planning at Modern Vision Planning?
Yes, they offer Tax Planning services, including Tax Strategy Development and Tax Consultation. Clients have noted their expertise in tax planning as a significant benefit in achieving financial clarity and success.
Who leads the financial consulting at Modern Vision Planning?
William Chan, a Certified Financial Planner with years of experience in the financial industry, leads the team. His expertise and client-focused approach have been highlighted positively by many clients.
How does Modern Vision Planning assist with mortgage applications?
They provide Mortgage Assistance services, including Mortgage Application Support, Pre-Approval Assistance, and Refinancing Consultations. Clients have expressed satisfaction with the team's guidance throughout the mortgage process, emphasizing their thoroughness and support.
Where is Modern Vision Planning located?
6733 Mississauga Rd Suite 700, Mississauga, ON L5N 6J5, Canada
Location & directions
Mississauga, OntarioModern Vision Planning
Financial Consultant
Address
6733 Mississauga Rd Suite 700, Mississauga, ON L5N 6J5, Canada
Hours
Open 9:00 AM - 8:00 PM
Modern Vision Planning Reviews · 5.0 average
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