Find:|
×

Review Keywords Analysis

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

Modern Vision Planning

5.0 75 reviews
Visit Website
Show phone number
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 Clear communication Patient explanations Attention to detail Professional demeanor Financial planning Thoughtful advice Easy to understand Responsive service Organized approach

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 Chan for his knowledge, patience, and personalized approach. Many highlight his ability to explain complex financial concepts clearly, making them feel confident and informed about their financial decisions.
Does Modern Vision Planning provide mortgage assistance, and how do clients feel about it?
Yes, they offer mortgage application support, pre-approval assistance, and refinancing consultations. Clients appreciate the team's professionalism and thoroughness, often noting how William helps them navigate the mortgage process with ease.
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 tax planning assistance from Modern Vision Planning, and what do clients say about their expertise?
Yes, they offer tax strategy development and tax consultations. Clients have noted William's thoroughness and clarity in explaining tax-related topics, which has significantly improved their understanding and confidence in their financial planning.
Does Modern Vision Planning offer financial planning services for beginners, and how do clients feel about the guidance they receive?
They provide comprehensive financial planning, including one-time consultations and ongoing management. Clients, especially beginners, appreciate William's patient and detailed explanations, which help them build a solid foundation for their financial future.
What types of insurance services does Modern Vision Planning offer?
They provide life insurance consultation, health insurance guidance, and home insurance advice. Clients commend the team's ability to tailor insurance solutions to their specific needs, ensuring they feel secure and well-informed.
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
Open 9:00 AM - 8:00 PM
Get Directions
Modern Vision Planning Reviews · 5.0 average
0 Reviews
G Google 75

No Reviews Found

Alternatives to Modern Vision Planning

Anupreet Malik - Sun Life Advisor
Anupreet Malik - Sun Life Advisor
5.0 · 82 reviews
Mississauga
Gianluca Folino | Manulife Wealth
Gianluca Folino | Manulife Wealth
5.0 · 40 reviews
Mississauga
Canada Life Regional Office (Formerly Freedom 55 Financial)
Canada Life Regional Office (Formerly Freedom 55 Financial)
5.0 · 7 reviews
Mississauga
Edward Jones - Financial Advisor: Karan Shastri
Edward Jones - Financial Advisor: Karan Shastri
5.0 · 7 reviews
Mississauga
See all top financial consultant in Mississauga →