Member

William Chan

Mississauga

Modern Vision Planning

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
William Chan

Member Bio

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An award-winning professional, with years of experience in the financial industry, William Chan, the principal of Modern Vision Planning, has helped clients as a Certified Financial Planner, managed complex cases as a Regional Financial Planning Specialist, and guided advisor growth as a Business Development Partner. A dedicated professional, his commitment to the wellbeing of others, allows clients to enjoy their time and focus on what really matters in life.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Crossborder Planning (US/Canada)
Divorce
ESG & Impact Investing
Estate Planning
Executive Compensation
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Investment Management
Retirement Income Planning
SRI
Succession Planning
Tax Planning

Designation(s)

CEA
CFP (Canada)
CLU

Compensation Models

Banking Commission
Insurance Commission
% of Net Worth
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

Advocis

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

2 to 5

Investment License

Mutual Fund

Provinces Licensed (Investment)

Ontario
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