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In Good Standing
First Certified in 2016

William Chan

Founder, Modern Vision Planning

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Contact info

Phone Number416-464-7760

Disciplinary history

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No

Scheduled proceeding

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No

Client focus

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Individuals with disabilities Intergenerational Families Professional Athletes Retirees Widows/Widowers Women Young Professionals

Financial planning services offered

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Credit counselling and bankruptcy Cross-border and international matters Divorce and separation Education planning Employee/Group benefit plans Estate planning Executive compensation and benefits Insurance Investment Credit and debt Professional corporations Retirement planning Small business/Business succession Tax planning

Payment model

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Fee for service: Fixed rate; Fee for service: Percentage of assets; Commissions/Trailers

Location

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6733 Mississauga Rd., 700, Mississauga, ON, Canada, L5N 6J5

Directions

FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.