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
7 questionsWhat 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 dedication to understanding their unique financial situations, which fosters trust and confidence in his guidance.
Does Modern Vision Planning provide comprehensive financial planning services?
Yes, they offer comprehensive financial planning, including one-time consultations and ongoing financial management. Their detailed, client-focused approach ensures tailored solutions for each individual’s financial needs.
Can I get investment advice from Modern Vision Planning?
Yes, they provide investment advice, including investment portfolio analysis, retirement planning, and risk assessment. Their expertise helps clients make informed decisions about their investments.
How does Modern Vision Planning assist with mortgage applications?
The team offers mortgage assistance, including mortgage application support, pre-approval assistance, and refinancing consultations, ensuring clients navigate the mortgage process smoothly.
Does Modern Vision Planning help with tax planning?
Yes, they specialize in tax planning, offering services such as tax strategy development and tax consultations to help clients optimize their tax situations.
What kind of insurance services does Modern Vision Planning offer?
They provide insurance services, including life insurance consultation, health insurance guidance, and home insurance advice, ensuring clients have the right coverage for their needs.
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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