Meet Munish Mehan, CFP®, CLU®, at our Calgary office. We build one plan around your income, your family and your business, and bring in insurance, investments and estate planning only where they fit. In person or by video call, whichever suits your schedule.
Looking for help as a physician or dentist? See financial planning for doctors →
Most Calgary families and business owners have pieces of a plan: some investments, some insurance, a will. We connect them so each one supports your goals instead of working in isolation.
Retirement income, cash flow, tax-aware investing and goal planning in one coordinated plan.
Learn more →Life, disability and critical illness coverage, reviewed against what your family or business would actually need.
Learn more →A disciplined approach matched to your plan and your comfort with risk, explained in plain language.
Learn more →Beneficiaries, insurance and succession coordinated with your lawyer and accountant so your wishes are clear.
Learn more →Owner compensation, shareholder and key person planning, and exit planning for incorporated owners.
Learn more →Group plans for Calgary businesses, with quotes compared across Canadian insurers.
Learn more →Incorporation, holding companies, disability cover and retirement planning for busy practices.
Read more →Practice purchase, cash flow, corporate tax planning and protection for owners and associates.
Read more →Take money out of the corporation tax-efficiently, protect the business and plan your exit.
Read more →Turn savings into dependable income, and keep a plan for taxes, health costs and your estate.
Read more →Our financial planning work is fee-based. We may also earn commissions from insurers or product providers when you purchase certain insurance or investment products through us. Before you decide on any recommendation, we explain in writing what it costs you and how we’re paid for it. We aren’t tied to one insurance company, so we can compare options from multiple providers.
Mehan Private Wealth
Unit 108A, 2635 37 Ave NE
Calgary, AB T1Y 5Z6
Not local to Calgary? We meet clients across Canada by video call — see how on our financial planning for doctors page.
“Very reliable and trustworthy. Munish understands the unique financial needs of doctors and provides customized solutions.”
“As a general physician, my schedule is busy. Munish took charge of my financial planning and provided excellent, tailored advice.”
“The team at Mehan Private Wealth made retirement planning feel simple and secure. Highly recommended.”
A financial planner looks at your whole financial picture: income, spending, taxes, investments, insurance, retirement goals and your estate. Then they help you build a plan, put it in place and review it as your life changes. Our plans are built around your goals, not around a single product.
It depends on the scope of the work. Our planning work is fee-based, and we may also earn commissions from insurers or product providers on certain insurance and investment products. Before you commit to anything, we explain in writing what it costs and how we are paid. Your first consultation is free.
In Canada, the titles are used loosely, and what a person can do depends on their licences and credentials. Munish Mehan holds the CFP® and CLU® designations. It is always worth asking any advisor which licences they hold, what products they can offer, and how they are paid.
We work mainly with doctors, dentists, business owners and incorporated professionals, and with families who are building toward or already in retirement. If you are not sure whether we are a fit, book a free consultation and we will tell you honestly.
No. Many clients meet with us at our Calgary office, and many others work with us by video call from elsewhere in Alberta or across Canada. Choose whichever suits your schedule.
Our office is at Unit 108A, 2635 37 Ave NE, Calgary, AB T1Y 5Z6. You can call ahead at (587) 718-8001 to confirm directions or arrange a time to meet.
Tell us a bit about your situation and we’ll be in touch within one business day.
A free, no-obligation consultation is the first step. In person at our Calgary office, or by video call, whichever works for your schedule.
