Modern Vision Planning

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 t

he 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.

06/24/2026

Brendan Pon and his family left Canada in search of financial freedom. They moved to Japan in 2025 after briefly living in Thailand. Pon and his wife pursued the FIRE strategy because they wanted to spend time with their children.

06/22/2026

Abundant reserves, alternative supplies and the AI boom helped mitigate the economic harm.

06/19/2026

Employees holding multiple jobs may seem like a compliance issue on the surface, but the real story is what the trend reveals about trust, retention and the future of work.

06/17/2026

An all-star team of retirement experts explains why life annuities are so valuable for older adults, yet so disliked by consumers. And they suggest what to do about it.

06/15/2026

Buyers who get the offer price historically have seen the biggest returns, and SpaceX isn’t likely to be different.

06/12/2026

In 2021, the author and her husband secured a low mortgage rate when they moved to Kentucky to be near their family. Five years later, they feel stuck in a humdrum house they don't love because of its affordability. They realize we're fortunate to have a home, but can't help wanting more from the pl...

06/10/2026

You need at least $210,000 in annual income or at least $1.8 million in net worth to be in the top 10% of U.S. households. A 35-year-old needs around $372,000 of net worth to rank in the top 10% of their peers, while someone in their 50s needs over $1.9 million.

06/08/2026

Silicon Valley's new message: AI may not be the job apocalypse we said it'd be

06/05/2026

Executives are already being interpreted by investors, employees and the market whether they participate in that narrative or not—making intentional leadership branding a critical lever for influence, trust and long-term business impact.

06/03/2026

College-educated men lead the way among dads sacrificing hours at work for time at home.

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

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