We are independent advisors — meaning our recommendations are unbiased and created solely for your benefit. We focus on transparent, fee-based planning that aligns with your goals, not commissions or product sales.
MUNISH MEHAN
Financial Advice
that gives you financial freedom.
Achieve financial freedom and have more
time for the things you love.
Total Income
$ 18532.52
+11%
1+
10+ Years of Financial Planning Experience
$ 150M+
Assets Guided Under Advisory
0+
Clients Served Across Canada
0%
Client Satisfaction
$2000
For individuals looking to build a clear retirement and estate plan.
- A clear plan to optimize your retirement cash flow while minimizing taxes
- Comprehensive cash flow planning for a solid financial foundation
- Expert guidance on CPP & OAS timing
- Will & estate tax planning
- Defined Benefit Pension guidance
- Retirement spending plan tailored to lifestyle
- Three months of post-delivery support
- Discounted plan updates
- Tax management strategies
Or call us at +1 (403) 651-0012
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.
Why Choose US
Why Choose Financial Advise?
Expert financial planning designed to simplify your life and secure your future.
Provide quality Services.
Retirement Solutions
Secure your future with personalized retirement planning, income strategies, and tax efficiency.
Financial Planning
Independent, goal-based financial planning for your future with transparent and expert advice.
Insurance Planning
Protect your income, business, and family with life and disability insurance
coverage.
Wealth Management
Comprehensive strategies to grow, protect, and preserve your wealth for future generations.
Service
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Testimonials
Love from Clients
“Being in the medical field and keeping track of day-to-day financial activities is hard. I have been working with Munish for the last 2-3 years. He has been of great…
“Munish Mehan is outstanding! I am a CPA and we run a big practice. Munish made a comprehensive financial plan for me. He collected all the required data from me…
“Mr.Munish Mehan is a great individual who has helped me and my family with the complex world of finances and wealth management. We were treated with professionalism and felt at…
“Munish is customer centric. He provided me with great choices and explained in detail each of the options suggesting what may or may not work depending upon my profile. His…
“Munish Mehan helped us with financial planning. Earlier, we thought having an investment is same as financial plan. Munish helped us with a financial plan and to understand the difference.…
“We were introduced to Munish Mehan by our accountant. We operate two dental clinics and were fortunate to have had three exceptional years, where we grossed nearly five times our…
General FAQ
Frequently Asked Questions
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1. What makes Financial Advise different from other financial planning firms?
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2. Who can benefit from your financial planning services?
We work with incorporated professionals, doctors, dentists, and business owners who want long-term financial clarity. Whether you’re early in your career or approaching retirement, our strategies are customized to your stage of life.
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3. How do you charge for financial planning?
Our planning is completely transparent and fee-for-service based. You’ll know exactly what you’re paying for, with no hidden commissions or product-driven incentives — just clear, professional advice designed around your best interests.
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4. Do I need to meet in person for financial planning?
Not necessarily. We offer both in-person meetings at our Calgary office and virtual consultations through video calls. You can choose whatever works best for your schedule and convenience.
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5. What areas of financial planning do you specialize in?
We provide complete financial solutions — including tax planning, retirement planning, investment management, insurance strategies, and estate planning. Each plan is designed to help you achieve financial independence and peace of mind.