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.

07/15/2026

Roberto Serrano's class scored curiously well on the take-home midterm exam. When he suspected widespread AI cheating and made their final exam in-person, their grades tanked.

07/13/2026

As businesses grow, unofficial "made-up rules" often become accepted policy without leadership's approval. These unnecessary processes create friction, slow operations, frustrate employees and hurt the customer experience. Removing them restores efficiency and agility.

07/10/2026

As AI accelerates the pace of change across industries, the leaders who win will be those who move decisively on directional clarity, rather than waiting for certainty that rarely arrives in time.

07/08/2026

We need to restructure healthcare, treat food as medicine and embrace eating programs that work in the long term.

07/06/2026

Increased stockpiles, more pipelines and other tactics could loosen the waterway’s stranglehold on the global economy.

07/03/2026

A new study of 400 million job postings found entry-level hiring has fallen 14% since 2019. Researchers say remote work is to blame.

07/01/2026

The lone-star tick is expanding across the U.S., leading to more cases of alpha-gal syndrome.

06/29/2026

Dennis Lockhart, former Atlanta Fed President, joins Bloomberg Intelligence Radio to discuss Greenspan's life and legacy, as well as what lies ahead for newly minted Chairman Kevin Warsh.

06/26/2026

As you age, you might consider a more refined and personalized longevity goal that reflects your life experience.

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.

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

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