Our Business Process.

We have a unique process to create, protect and transfer a legacy of wealth for Canadian families and businesses in a tax-efficient, private and personal manner.

Our process involves the following steps:

Understand the issues particular to the corporation and the family members.

Develop a strategy and provide solutions.

Implement the strategy.

Review and monitor the plan regularly to ensure the family needs and goals are preserved.

Privacy is paramount to our success and reputation.

About Michael Meehan

Michael began his financial services career in 1996 after obtaining his Honours BA at the University of Western Ontario. Following a 2-year period as a fixed income and securities trader in Toronto, Michael started at London Life in 1998. After obtaining his CFP and establishing a successful balanced financial planning based practice, Michael founded Meehan Wealth Management Inc. in 2014. Michael and his team have a unique process to create, protect and transfer legacy of wealth for Canadian families and businesses in a tax-efficient, private and personal manner. 

Apart from the business world, Michael is passionate about family, sports and travelling. He lives in Unionville, Ontario and is married to his wife Stephanie and has two children. Michael's interests include travelling coaching his children's various teams and he is an avid player of squash, hockey and golf. Michael believes a successful career is attained through a healthy and goal oriented balance between business and family life.