Modern Vision Planning

Directions Website

Modern Vision Planning GTA's Best of Mississauga award winner.

Led by William Chan, Modern Vision Planning offers retirement, financial, investment, insurance, and mortgage planning across Mississauga, Toronto, and Oakville Modern Vision Planning is a trusted, Best of Mississauga award-winning financial planning firm offering retirement planning, investment, insurance, and mortgage services across the Greater Toronto Area. Whether planning for retirement in the next five years or beginning your financial journey, we develop a clear, actionable roadmap aligned with your goals and lifestyle. Led by William Chan — winner of Best Financial Advisor and Best Insurance Agent/Broker — our team brings together expertise across retirement income planning, RRSP and TFSA optimization, investment management, life and critical illness insurance, mortgage solutions, estate planning, and CPP and OAS guidance. We proudly serve individuals, families, and business owners across Mississauga, Toronto, Etobicoke, Oakville, Brampton, Vaughan, Markham, Richmond Hill, and Scarborough — bringing every financial service under one roof. The Modern Vision Planning team is your trusted local partner in Meadowvale and Lorne Park for every financial milestone.

10/16/2026

As AI makes it easier for money to move, banks may have to compete less on customer inertia—and more on offering depositors a fair return.

10/14/2026

CBC announced that it would relaunch the iconic show by featuring Saturday night games of the PWHL.

10/12/2026

Carrick answered reader questions about how retirees and other Canadians can more effectively save money.

10/09/2026

An positive outlook is hard to maintain in a turbulent job market, but stockpiling these nine actions now can help you face 2027’s uncertainty with greater confidence.

10/07/2026

While each negotiation has its own particulars, there are some general best practices for negotiating a job offer.

10/05/2026

Recommendations for preventing common jewelry misadventures as well as strategies for smart shopping, jewelry care and maintenance.

10/02/2026

Concerns grow alongside calls for regulation after reports of AI rogue activity from OpenAI and Anthropic.

09/30/2026

New research suggests the technology is creating new roles rather than wiping out all white-collar work.

09/28/2026

“The currency of success is shifting under our feet,” says the Wharton organizational psychologist.

09/25/2026

A 2026 NetCredit study identifies the highest-paying 1-day side hustles, revealing AI's significant impact and the continued value of human expertise.

Address

6733 Mississauga Road
Mississauga, ON
L5N6J5

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 10am - 8pm
Thursday 10am - 8pm
Friday 10am - 8pm
Saturday 9am - 8pm
Sunday 9am - 8pm

Website

Alerts

Be the first to know and let us send you an email when Modern Vision Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category