William Chan - Certified Financial Planner at Modern Vision Planning - Mississauga, Ontario

Andrew L.

William isn’t just knowledgeable and accredited when it comes to finances—he genuinely takes the time to understand your unique situation and apply his expertise in a way that makes sense for you. He answered every question I had, no matter the topic, and has the memory of an elephant. What started as a simple intro call for financial advice turned into a relationship I truly value and look forward to growing as I continue my journey. For anyone looking for a financial planner, your search has officially ended. As Will likes to say, he handles the financial planning so I can focus on what I’m truly passionate about.

alieka B.

William is incredibly helpful in getting my finances organized and helping me understand where my money should be going. He explained everything in a way that made sense and gave me a solid plan to start investing for the future. I feel way more confident about my financial decisions now. Definitely recommend if you need someone who actually listens and knows their stuff.

Jimzon S.

William is very helpful and has all the knowledge you need for your retirement, buying a home, and getting rid of debts. He more than I what I expected and definitely helped me through the process of being more financially responsible. Very easy to book an appointment with and is also straightforward. I would recommend him to everyone.

Nathan D.

For years almost 11 years I’ve struggled to find a financial advisor who truly understood what it meant to build a path toward real financial freedom. Most advisors I encountered were solely focused on investments, while bank advisors often lacked the in-depth knowledge or long term perspective I needed. That changed when I started working with William.

In a relatively short time, William helped me recognize where I went wrong earlier in my financial journey and, more importantly, how to course correct. He took the time to explain not just what to do, but why making sure I understood every decision and how it aligned with my goals. His approach is incredibly detailed, patient, and always transparent.

What stood out the most was his ability to help me leverage every available benefit to my advantage. Thanks to his guidance, I was able to purchase my first home something I wasn’t sure would be possible so soon.

William isn’t just an advisor; he’s a partner in your financial journey. If you’re looking for someone who genuinely wants to see you succeed, look no further.

A M.

I’ve had the pleasure of working with William Chan at Modern Vision Planning, and I can confidently say he’s one of the most knowledgeable and trustworthy financial planners I’ve encountered. William took the time to thoroughly understand my financial goals and created a clear, strategic plan tailored to my needs.

What really stood out was his ability to explain complex financial concepts in a way that made sense, making me feel confident and empowered in my decisions. He’s patient, detail-oriented, and always accessible for any questions or updates.

If you’re looking for a Certified Financial Planner who genuinely cares about your future and provides sound, personalized advice, I highly recommend William. He’s made a significant difference in how I approach my finances.

Derek B.

William is a really sharp, very respectful professional. His knowledge/expertise, quick responsiveness/execution and understanding with empathy are exceptional. My referral to him has exceeded my expectations and I definitely recommend William highly!

Andre D.

I couldn’t be happier with the service from William. He is knowledgeable, approachable, and genuinely cares about helping clients succeed. Highly recommend to anyone looking for a great financial advisor.

Stuart M.

I have worked with William for about a year and a half. He is highly knowledgeable, bring a wealth of experience to the discussion and is patient and thorough in all explanations. Will always takes as much time as needed to compare options, breakdown concepts and engage in in-depth discussions to improve your financial plans. I am happy to have connected with William and plan on working with him for many more years.