Meet Munish Mehan, CFP®, CLU®, at our Calgary office — Suite 108b, 2635 37 Ave NE. In-person or by video call, whichever fits your schedule.
Want the full picture on how we help doctors and incorporated professionals build a plan? Read our complete guide →
Mehan Private Wealth
Suite 108b, 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.
“As a general physician, my schedule is busy. Munish took charge of my financial planning and provided excellent, tailored advice.”
“Very reliable and trustworthy. Munish understands the unique financial needs of doctors and provides customized solutions.”
“The team at Mehan Private Wealth made retirement planning feel simple and secure. Highly recommended.”
Our office is at Suite 108b, 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.
Yes. While our office is in Calgary, most of our planning work happens by video call, and we work with physicians, dentists and business owners across Canada. See our full guide to financial planning for doctors for how that works.
Your most recent tax return, a summary of any corporation financials if you’re incorporated, and a list of your current insurance policies are the most useful starting point. We’ll tell you exactly what’s needed when you book.
We are fee-based and transparent. You know exactly what you are paying for, with no hidden commissions or product-driven incentives.
A free, no-obligation consultation is the first step. In-person at our Calgary office, or virtual — whichever works for your schedule.
