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.
That will give financial freedom in three key areas:
We are well equipped and understand the unique challenges that are faced by you. We believe that each individual 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.
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 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.
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:
Contact today to schedule a free consultation and discover how I can assist you.
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.
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.
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.
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.
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.
As a doctor, you may feel like there are never enough hours in the day to get all your work done! While we can’t help you with your patients, we can help you with financial planning no matter what stage of your career you’re at.
Whether you’ve just graduated dental school or have recently retired, financial planning is a must! Of course, your needs will vary at different phases during your career, but as experienced financial planners for dentists, we can provide you with the guidance and support you need every step.
We help families and business owners to maximize their net worth. When it comes to estate preservation it’s highly important ghostwriting bachelorarbeit & heirs, receive the most of the money
As a doctor, you may feel like there are never enough hours in the day to get all your work done! While we can’t help you with your patients, we can help you with financial planning no matter what stage of your career you’re at.
Insurance is the most effective way to provide your family and business with financial protection while also giving you peace of mind. These are three of the most common types of insurance you need.
Investing for success means investing in a way that meets your financial goals, risk tolerance, and time horizon. A wise investment plan is essential to your long-term financial health
Expert financial planning designed to simplify your life and secure your future. We focus on what matters most to you.
We work for you — not for banks or investment companies. Our recommendations are 100% transparent, unbiased, and built around your best interests.
With years of experience in financial planning, investments, and insurance, we understand how to help you grow and protect your wealth effectively.
We help individuals and professionals strategically grow, protect, and manage their wealth with clarity, confidence, and long-term efficiency.
Your financial plan isn’t a one-time project; it’s a long-term partnership. We provide annual reviews to ensure you stay on track toward financial freedom.
For individuals looking to build a clear retirement and estate plan.
For households looking to build a clear retirement and estate plan.
For professionals and small business owners with a corporation.
We get to know you and your goals.
We implement a financial plan to achieve your goals.
Freedom to do the things you love.
Munish helped me navigate my corporate investments with ease. The clarity and strategic planning he provided were exactly what I needed.
Professional, knowledgeable, and truly cares about his clients. The tax strategies suggested saved me a significant amount this year.
A wonderful experience! The team at Mehan Private Wealth made retirement planning feel simple and secure. Highly recommended.
As a general physician, my schedule is busy. Munish took charge of my financial planning and provided excellent, tailored advice.
The best financial advice I have received. The insurance planning and estate strategy were explained very clearly.
Very reliable and trustworthy. Munish understands the unique financial needs of doctors and provides customized solutions.
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.
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.
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.
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.
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.
