MODERN VISION PLANNING

We are a full service independent financial provider. Everyone on our team has the professional qualifications required to give you the very best service and advice in all areas of personal and business matters... 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... Using innovative technologies and the support of our team. Our goal is to help clients better manage their finances.

Primary location: Mississauga Canada