Financial Services Mississauga

William Chan - Certified Financial Planner at Modern Vision Planning

Financial Services Mississauga

Address
6733 Mississauga
Place
L5N6J5  Mississauga
Landline
(416) 464-7760
E-Mail
info@modernvisionplanning.com
Website
www.modernvisionplanning.com

Description

Independent advice, it just makes sense. We'll handle your investment, insurance, mortgage, and financial planning needs by providing choices you can understand. Know you're making the right decisions for your future. With years of experience in the financial industry, William Chan excels in comprehensive financial planning; addressing issues that may have been overlooked by clients and their past advisors. His detailed knowledge of products and strategies allow him to develop customized solutions that are guaranteed to provide an unbiased view to one’s situation. Since 2016, I am a proud holder of multiple designations: CERTIFIED FINANCIAL PLANNER (CFP®), estate planner (CLU®), and health insurance specialist (CHS™).

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Financial Services
(416)464-7760 (416)-464-7760 +14164647760

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