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CA / ON / Mississauga
Modern Vision Planning photo
Modern Vision Planning photo

Modern Vision Planning

5.0 82 reviews
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Address: 6733 Mississauga Rd Suite 700, Mississauga, ON L5N 6J5, Canada Get Directions
Best Financial Consultants in Mississauga Best Financial Consultants in CA Best Financial Consultants in ON

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Comprehensive Financial Planning $1000 - $5000 Call to Book
Ongoing Financial Management $500 - $2000 Call to Book
Investment Advice Investment Portfolio Analysis $500 - $1000 Call to Book
Retirement Planning $2000 - $5000 Call to Book
Risk Assessment $500 - $1000 Call to Book
Insurance Services Health Insurance Guidance $200 - $500 Call to Book
Home Insurance Advice $200 - $500 Call to Book
Mortgage Assistance Mortgage Application Support $200 - $500 Call to Book
Pre-Approval Assistance $200 - $1000 Call to Book
Tax Planning Tax Strategy Development $500 - $2000 Call to Book
Filing Assistance N/A Call to Book

What people love

From reviews
Knowledgeable Patient Clear explanations Professional Attention to detail Client-focused Easy to understand Trustworthy guidance Supportive Thorough

About 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

7 questions
What do Modern Vision Planning clients say about the work?
Clients frequently praise William for his thoroughness, patience, and ability to explain complex financial concepts clearly. Many highlight his personalized approach and genuine care for their financial success, making them feel informed and confident in their decisions.
Does Modern Vision Planning provide mortgage assistance, and what do clients say about their experience?
Yes, they offer mortgage application support and pre-approval assistance. Reviewers appreciate William's thorough guidance and the personalized attention he provides, helping clients navigate the mortgage process with confidence.
What hours is Modern Vision Planning open for consultations?
They are open 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, and Sunday: 9:00 AM - 8:00 PM.
Can I get help with tax planning at Modern Vision Planning?
Yes, they provide tax strategy development and filing assistance. Clients have noted the team's expertise in tax planning, appreciating the clarity and thoroughness with which they explain various strategies.
How does Modern Vision Planning approach financial planning for clients?
They offer comprehensive financial planning and ongoing financial management tailored to individual needs. Clients commend William's detailed, client-focused approach, which helps them understand their financial decisions better.
What kind of investment advice can I expect from Modern Vision Planning?
They provide investment portfolio analysis, retirement planning, and risk assessment. Reviewers highlight William's ability to simplify complex investment choices, making it easier for clients to make informed decisions.
Where is Modern Vision Planning located?
6733 Mississauga Rd Suite 700, Mississauga, ON L5N 6J5, Canada

Location & directions

Mississauga, Ontario
Modern Vision Planning
Financial Consultant
Address
6733 Mississauga Rd Suite 700, Mississauga, ON L5N 6J5, Canada
Hours
Closed Now
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