William Chan

Advocis Member Since: 2011

William Chan

Company:

Modern Vision Planning (Dealer: Sterling Mutuals Inc & MGA: TruStone Financial)
Location:

Mississauga, ON
Canada
L5N 6M7
Website:

https://www.modernvisionplanning.com
Phone:

4164647760

Years in Business:
6-10

Clientele:
Pre-retired, Self-employed, Professionals, Retired, Medical practitioners

Languages:
English

Designations:

CFP®

Advocis Member Since: 2011

Area of Expertise:
Business Planning, Business Transition Planning, Charitable Giving, Credit Counselling and Bankruptcy, Divorce and Separation Planning, Education Planning, Employee/Group Benefit Plans, Estate Planning, Executive Compensation and Benefits, High Net Worth, Insurance Planning, Investment Planning, Mortgages and Debt Planning, Planning for those with Disabilities, Post-Retirement Benefits, Retirement Income Planning, Retirement Planning, Severance Planning, Small Business Planning, Succession Planning, Tax Planning, Multi-generational Family Service, Socially Responsible/Ethical Investment Planning

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