William Chan - Certified Financial Planner at Modern Vision Planning

William has been a valued advisor for a number of years starting when he was with a previous employer. My wife and I have always received great financial advice from William who has been willing to help find the best value for our needs with respect to life insurance and mortgage options. He has always been very professional to deal with while also being approachable and honest with any advice. We recently were looking to move, and William was able to help us find the best option for our mortgage that was cheaper than any of the banks. I would highly recommend William to anyone looking for help with their mortgage or insurance needs.

William (Will) Chan offers a wide spectrum of financial advice services (investments, insurance, and home buying needs). This expertise package provides his clients with both, a global overarching and detailed perspective of their financial commitments, outlooks, and identifies areas where your savings can work for you. Will has been generous with his time and knowledge to both, myself and my partner. Prior to working with him, I had very low financial literacy and consequently, low interest in my finances. Having worked with Will for several months, it has sparked interest in a necessary area of life that I was avoiding. Going into the purchase of a house, both my partner and I have confidence that our financial commitments and outlook are just right for us. Well done! Thank you Will.

Will was so great to work with. He was able to explain things so that we fully understood all of our options and took extra time to answer all of our questions.He's always available for anything, no questions too big or small. This was very important because the level of trust you need with your financial advisor is paramount. I trust Will to give honest advice and put his client's needs first.

Will is professional and very easy to deal with. He explains things in a way that anyone can understand. He is always available when I have questions, and can help in a variety of ways. From investments to everyday spending habit advice, Will is fantastic. I highly recommend Will for anything financial.

It was a great experience to talk to William about some financial concerns that I was having. He is so easy to talk to, is very patient in explaining terminology, and knows his field of expertise. He made me feel very comfortable and I would definitely recommend him for any of your financial planning needs now and in the future.

We are very happy to have Will as our financial advisor. I have known Will for many years and Will is the kind of person who sets the bar very high for himself while his work ethic allows him to meet those expectations. Importantly, it is that work ethic, his extensive knowledge as a financial advisor, and his care for his clients that sets him apart from the rest. Will was able to explain our financial options in a manner that was easy to understand and gave us the comfort of knowing our family's finances are secure into our future. We know that we made the right decision to choose Will as our financial advisor and would gladly recommend him to anybody.

I really appreciate William because he communicates every detail to make sure I can understand all aspects of financial planning. We came up with a clear plan for me to be able to achieve my financial goals and it’s encouraging to have this level of detail to be able to do so.

100% would totally recommend. Will made the process of financial planning very smooth and explained everything in great detail. He provided several plans that made sense and was super informative in general. He’s also a really nice person! Thanks Will!

My wife and I have recently started to use William as our financial planner. We never thought we needed one, because we thought only the wealthy used financial planners, but that is NOT the case. We all need help to plan for a comfortable financial future. Since working with William he as been able to help us save money on our current mortgage and credit line by refinancing our mortgage and also by showing us what we need to do to reach our goals for retirement. Each of our virtual meetings with William have been very informative and beneficial. William is methodical and takes the time to explain and go over everything step by step and looks out for our best interest when it comes to making the important financial decisions. William encourages us to ask any questions we have for him, and he is timely with his replies. I would recommend William to anyone looking for a financial planner. Take that first important step and reach out to William by phone and set up an initial virtual meeting to see if he can help you. William has lived up to our expectations and more!

I started my financial planning journey late in life and I'm glad Will was the one to help me get started. He was very patient when it came to explaining what I need to do in order to achieve my short term & long term goals. I consider Will to be a trusted advisor, he is a genuine person and I value his honesty. I'm glad to have him on my side and I truly feel like he has my back. My partner and I use his services and will continue to do so as we progress through life. I highly recommend Will if you are looking to have a truly comprehensive experience with a financial planner/advisor. Thank you for all of your help Will!