MUNISH MEHAN
Financial Advice
that gives you financial freedom.
Achieve financial freedom and have more time for the things you love.
Looking for the right Financial Planner in Calgary?
A solid financial plan can help you gain financial clarity and increase your net worth.
We have useful information regarding the current tax rules and products available.
We are independent advisors, so we can choose the best product for your needs.
Your annual review meetings with us will help keep you on track with achieving your financial goals
Our Approach
We are well equipped and understand the unique challenges that are faced by you as a business owner. We believe that each business owner has something special about them, which they want to achieve during the lifecycle of the Business. To obtain the best results, the accountant, lawyer & Financial advisor must work as a team and this is what we emphasize upon.
We’re dedicated to helping you achieve your financial goals. We’re here every step of the way, whether it’s paying down your student loan debt, saving for a down payment on a house, or planning your retirement years. We ensure you’re equipped with financial tools and resources to achieve financial freedom.
With our help, you’ll have peace of mind knowing that your money is working for you—and not the other way around.
Take Charge of Your Finances and Start Planning Your Future Today.
Tired of managing multiple professionals for your personal and business finances? Consider an integrated financial advisory firm. I collaborate directly with your team of experts to create a unified financial plan that brings clarity and peace of mind. My comprehensive approach combines the expertise of our in-house specialties, ensuring all aspects of your finances are covered. You can trust me to coordinate and streamline your finances, helping you reach your financial goals.
I am here to provide answers to all your questions, even those you haven’t thought of yet:
- Am I saving enough for future goals like retirement or my children’s education?
- How can I minimize my tax burden and maximize deductions?
- How do I balance my immediate needs with long-term financial objectives?
Contact today to schedule a free consultation and discover how I can assist you.
$1000
For individuals looking to build a clear retirement and estate plan.
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$2000
For households looking to build a clear retirement and estate plan.
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$3500
For professionals and small business owners with a corporation.
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How Does The Process Work?
Retiring is a significant milestone, and I understand its importance. Unlike relying on general guidelines or guesswork, my established process ensures that you can retire confidently. With my approach, you can spend your retirement without fear of running out of money.
Take a look at my process below.
Step 1 - Let's start by getting to know each other
I’ll help you discover your dream retirement and the people you want to experience it with. I will guide you through the entire process of helping you select a plan that suits your needs.
Step 2 - Gathering the information
Once you choose your plan, our team will email you a welcome message. It will have a questionnaire for you to fill out, which helps us gather important information. After you complete the questionnaire, we’ll schedule a meeting to discuss it in more detail and better understand your goals and values.
Step 3 - Plan Presentation: Collaborating on Your Customized Plan
We believe the best plan is one that you can actually use, so we take your input seriously while fine-tuning your plan. We’ll meet again to show you the final plan we’ve put together. We’ll also review and make adjustments to ensure it meets your goals. It usually takes 1 to 2 weeks after you submit your forms to receive the completed plan.
Step 4 - Plan delivery & implementation
At this point, you’ll have the knowledge and confidence to make informed decisions about your retirement plan. Many clients realize the importance of continuous guidance and services. While meeting the minimum investment requirement, I take care of implementing your plan. You can also choose to partner with me for ongoing investment management, retirement income, and tax planning services.
OUR PROCESS
Let’s Talk
We get to know you and your goals.
Your Financial Plan
We implement a financial plan to achieve your goals.
Financial Freedom
Freedom to do the things you love.
OUR SERVICES
BUSINESS OWNERS
What is the best structure for your business? How can business assets be organized in the most tax-efficient manner? How to maintain stability in the business?
FINANCIAL PLANNING
Financial Planning is a step by step process of evaluating a person’s present money situation and his long term monetary goals and then constructing a strategy to achieve these goals.
MEDICAL PROFESSIONALS
While most people start their career at their early twenties it's altogether a different scenario for medical professionals.
LIFE INSURANCE
Life insurance is beneficial if someone depends on you financially such as a spouse, kids, parents, grandparents, brother or sister.
INVESTMENTS
We can help you invest in the right ways for your needs by reviewing your portfolio and making recommendations that meet your goals.
TRAVEL INSURANCE
Insurance for those visiting Canada, Supervisa Insurance, and Snowbird Insurance
FEE BASED FINANCIAL PLANNING
Discover the convenience and peace of mind of an integrated financial advisory firm, where I create a comprehensive financial plan, ensuring all aspects of your finances are covered.