Business Planning
For growing companies.
Save time, money, and resources with Mansha Plan
Everything in One Place
We help businesses streamline all of their planning needs into one centralized place. We ensure Mansha Plan clients receive the most unbiased and personalized advice while providing a wide array of solutions to choose from. What’s best for your business is best for us!
Everything in One Place
We help businesses streamline all of their planning needs into one centralized place. We ensure Mansha Plan clients receive the most unbiased and personalized advice while providing a wide array of solutions to choose from. What’s best for your business in best for us!
What Mansha Does for You
Tailored Advice
We take the time to learn your business governance, structure and goals. We help get you where you want to go
We identify inefficiencies within your current financial products and save you time and money
We can design custom benefits plans for different categories of employees and manage any risks associated with those categories
We prepare you for the worst-case scenarios by creating custom solutions for business continuity and tax structures
Reliable Service
On-demand service. We work with your schedule and preferred location
We keep track so you don’t have to. Receive proactive reminders about upcoming renewals, deposits, and leverage opportunities
End to end security and confidentiality of your personal and financial information
We provide regular reports so you always know how your assets are performing, and ensure they are progressing towards your goals
Preferred Pricing
Bulk buying power provides supremely competitive rates
Priority and exclusive access to 20+ Canadian, U.S and specialty markets
Premium and preferred relationships with underwriters
We offer unbiased advice regardless of the institutions we work with. What is best for you is best for us
What Mansha Does for You
Tailored Advice
We take the time to learn your business governance, structure and goals. We help get you where you want to go
We identify inefficiencies within your current financial products and save you time and money
We can design custom benefits plans for different categories of employees and manage any risks associated with those categories
We prepare you for the worst-case scenarios by creating custom solutions for business continuity and tax structures
Reliable Service
On-demand service. We work with your schedule and preferred location
We keep track so you don’t have to. Receive proactive reminders about upcoming renewals, deposits, and leverage opportunities
End to end security and confidentiality of your personal and financial information
We provide regular reports so you always know how your assets are performing, and ensure they are progressing towards your goals
Preferred Pricing
Bulk buying power provides supremely competitive rates
Priority and exclusive access to 20+ Canadian, U.S and specialty markets
Premium and preferred relationships with underwriters
We offer unbiased advice regardless of the institutions we work with. What is best for you is best for us
We help executive teams make better decisions by streamlining everything in one place
Speak to an advisor to learn how Mansha Plan can work for you.
FAQ’s
Keep a pulse on the plan usage throughout the year, and ensure the plan is designed in the most efficient manner. At Mansha, we give small to medium sized businesses quarterly insights to anticipate and plan a strategy to tackle upcoming renewals.
There can be many tax, and leveraging, advantages in doing so. Personal policies can be transferred under a corporate name fairly easily, but it’s always best to consult an advisor before doing so.
At 14 minors can be added to payroll in Canada, provided a reasonable amount of work. In doing so, distributions are paid out from the corporation at the child’s marginal tax rate. This is usually a relatively low rate. Consult an advisor to learn more.
Ensure the buy-sell agreement is funded. A simple corporate-owned insurance policy will ensure there is capital available to buy out existing partner(s) in the event of an exit. This will ensure minimal disruption in the business. Consult an advisor to learn more.
A good culture, a competitive benefits and compensation package, and an exit plan in-case for the inevitable. It is better to be prepared than surprised when key employees must exit – temporarily or permanently. For some small to medium sized businesses, it makes tremendous sense to plan for this type of loss. Consult an advisor on how to set up a plan.
We recommend early teens as a good time to start. By the age of 14 your child/ren should have a bank account in their name. This milestone is the first critical step in Succession Planning. At Mansha Plan we have the resources to help start the conversation:
(MANSHA TIP: The above mentioned guides should be filled out prior to the teenage years and be kept in a secure location. In the event of an unforeseen circumstance, a close confidant should know where these resources are kept and pass them to your children.)
We are compensated based on the volume of assets we manage on your business and family’s behalf.