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Kashish Mehta
Masters in Global Business (MGB) specialised in Finance
Financial Advisor
Phone: 403-371-0394
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Disciplined. Curious. Objective.
Kashish Mehta is a Financial Advisor at ATB, based in Calgary, with eight years of experience in financial services. He holds a Master’s in Global Business with a specialization in Finance from the SP Jain School of Global Management in Australia and is fluent in English, Hindi and Gujarati. Kashish works primarily out of ATB’s McKenzie Towne branch.
Connection to the World of Finance
Kashish’s interest in finance began early, which he attributes to his mother who ensured he learned the basics of banking, budgeting and financial responsibility. As Kashish’s curiosity grew, so did his passion for understanding investments and economics which were disciplines he came to appreciate for the security they offered during uncertain times. Today, he draws on those lessons to support others, helping clients find peace of mind through education and sound financial planning. Kashish’s favourite finance quote is from Charlie Munger, who said "The first rule of compounding: Never interrupt it unnecessarily."
Guiding Clients Through Life’s Chapters
For Kashish, trust and transparency are at the heart of a meaningful client relationship. He is dedicated to building long-term partnerships where clients feel empowered and supported. By offering personalized planning and objective advice, he provides clarity at every life stage. Kashish thrives in ATB’s growth-oriented culture and values the opportunity to make a tangible difference in people’s financial well-being. Outside the office, he enjoys reading, playing squash, watching soccer and cheering on his favourite Formula 1 team.
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I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
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