Modern Vision Planning
Hours:
Closed Now
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 Chan for his thoroughness, patience, and ability to explain complex financial concepts clearly. Many highlight his dedication to understanding their unique financial situations and providing tailored advice, making them feel informed and confident in their financial decisions.
Does Modern Vision Planning offer comprehensive financial planning services?
Yes, they provide comprehensive financial planning, ongoing financial management, investment portfolio analysis, retirement planning, risk assessment, health and home insurance guidance, mortgage application support, pre-approval assistance, and tax strategy development.
What are the hours of operation for Modern Vision Planning?
Their hours are as follows: 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.
Can I get help with mortgage applications at Modern Vision Planning?
Yes, they offer mortgage application support and pre-approval assistance, helping clients navigate the mortgage process effectively.
Who leads Modern Vision Planning and what is their expertise?
William Chan, a Certified Financial Planner with years of experience in the financial industry, leads Modern Vision Planning. He is known for his detailed, client-focused approach to financial planning.
Does Modern Vision Planning provide personalized tax planning services?
Yes, they offer tax strategy development and filing assistance, ensuring clients receive tailored advice for their specific tax situations.
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
Closed Now
Modern Vision Planning Reviews · 5.0 average
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