2024 Conference & AGM


Mehul Gandhi, CLU, CFP, TEP

Financial Planner Westmount Wealth Planning Inc.

Mehul is a 15-year financial planner whose expertise lies in intersection of estate, tax, and insurance planning. He primarily works with business owners and high-net-worth families. Mehul is also the Managing Director of Westmount Wealth Planning Inc, a division of Westmount Wealth Management, a Portfolio Manager in Vancouver, BC.

Mehul has credited his success in the industry to ongoing education, industry networking, and mentorship from senior advisors and community business leaders. He joined CALU in 2022 and currently sits as the Vice Chair of the Membership Committee.

Mehul is also the host of Mind Your Money, a podcast that aims to simplify the financially complex.

Speaking at the Conference

  • Monday, May 6 @ 10:30 pm – 10:40 am ET
    CALU Talks – Podcasting


2024 Conference & AGM