Munish Mehan
Financial planner helping incorporated professionals retire confidently and leave a lasting legacy.
✅ Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®)
✅ 10+ years of experience in financial planning and insurance
✅ Expert in tax-efficient strategies for retirement, insurance, and estate planning
About Munish
Munish is a financial planner at Blueprint Financial with a background in both engineering and finance. He works closely with incorporated professionals and business owners across Canada to simplify complex financial decisions and build retirement-ready plans.
Before entering the financial industry, Munish worked as an engineer at Siemens and ABB. His analytical approach and calm presence make him a trusted guide for clients looking to protect their wealth and minimize taxes.
He’s also a member of the Estate Planning Council of Calgary and a guest speaker on Red FM 106.7, where he shares insights on retirement and estate planning.
Why Work with Munish?
✅ CFP® and CLU® with deep expertise in insurance and estate planning
✅ Million Dollar Round Table (MDRT) Qualifier
✅ Trusted by business owners, families, and incorporated professionals
✅ Member of the Estate Planning Council of Calgary