Munish Mehan
Member Bio
(This member hasn't written a bio yet!)
Munish is not just a Certified Financial Planner; he's your dedicated guide to financial success. With nine years of expertise across the provinces of AB, BC, SK, MB, and Ontario, Munish is passionate about crafting personalized Financial Plans and solving complex business challenges for his clients. He is a qualifying member of the Million Dollar Round Table Club and a active board member of the Estate Planning Council of Calgary. Having started his journey with a degree in Engineering, Munish's love for numbers led him to a fulfilling career change in 2015, bringing his unique blend of technical and financial skills to the table. Specializing in assisting incorporated professionals, Munish envisions a future where his clients retire with confidence, leaving lasting legacies for their loved ones. His dedication to continuous learning is evident through his Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. Munish, himself, being a business owner, husband, and father, drives his mission to provide financial clarity, and also enable clients to allocate more time to their families, friends, and passions."
Having started his journey with a degree in Engineering, Munish's love for numbers led him to a fulfilling career change in 2015, bringing his unique blend of technical and financial skills to the table. Specializing in assisting incorporated professionals, Munish envisions a future where his clients retire with confidence, leaving lasting legacies for their loved ones.
His dedication to continuous learning is evident through his Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. Munish, himself, being a business owner, husband, and father, drives his mission to provide financial clarity, and also enable clients to allocate more time to their families, friends, and passions."
