About Munish Mehan

Ever since childhood, I’ve been passionate about numbers and problem-solving. My fascination began while visiting the stock exchange with my father — an experience that inspired a lifelong curiosity about money and financial strategy.

After starting my career with global engineering firms like Siemens and ABB, I realized my true purpose was helping people make smarter financial decisions. In 2015, I transitioned into the financial services industry — and it turned out to be the best decision of my life.

Today, I specialize in helping incorporated professionals and business owners build financial clarity, protect their wealth, and plan confidently for the future.

Credentials & Affiliations

• Certified Financial Planner® (CFP®)
• Chartered Life Underwriter® (CLU®)
• Million Dollar Round Table (MDRT) Qualifying Member
• Member – Estate Planning Council of Calgary
• Regular guest speaker on Red FM 106.7

As a business owner, husband, and father, I understand the balance between career, family, and finances. My goal is simple — to help you achieve financial clarity and freedom, so you can enjoy life with the people who matter most.