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CA / Financial Consultant
Modern Vision Planning photo
Modern Vision Planning photo

Modern Vision Planning

5.0 73 reviews
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Address: 6733 Mississauga Rd Suite 700, Mississauga, ON L5N 6J5, Canada Get Directions
Financial Consultant 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
One-Time Consultation $200 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 Life Insurance Consultation $200- 500 Call to Book
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
Refinancing Consultations $500 - $2000 Call to Book
Tax Planning Tax Strategy Development $500 - $2000 Call to Book
Filing Assistance N/a Call to Book
Tax Consultation $500 - $1000 Call to Book

What people love

From reviews
Knowledgeable advisor(15) Clear communication(10) Patient explanations(9) Attention to detail(7) Professional demeanor(5) Financial planning(5) Thoughtful advice(4) Easy to understand(4) Responsive service(3) Organized approach(3)

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.

Location & directions

Mississauga, Ontario
Modern Vision Planning
Financial Consultant
Address
6733 Mississauga Rd Suite 700, Mississauga, ON L5N 6J5, Canada
Hours
Closed Now
Get Directions
Modern Vision Planning Reviews · 5.0 average
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