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.
09/07/2026
We Are Entering a Sovereign-Debt Purgatory. Will Anyone Care?
France’s upcoming election may still be months away, but for investors it’s already shaping up as a key test of bond, currency, and political risk—with lessons that reach well beyond France.
Is the 60/40 Dead Or Just Playing Possum?
The 60/40 portfolio has been the subject of much hand-wringing in recent years. So, what's an investor to do? The solution is "unglamorous": Know what you own.