Mansha Plan is a boutique institution made by a business family for business families. We work exclusivey by referral and have a rigorous selection criteria for accepting new clients. This process allows us to selectively work with clients committed to long-term success.
Our mission is to provide like-minded families with the infrastructure, advice, and resources they need to navigate the complexities of generational wealth planning, which is at the unique interplay of Business, Family, and Community dynamics.
$1,000,000
$25,000,000
A minimum of 50 employees
Must be an enterprising family with an operating business and family wealth to plan across generations.
At Mansha Plan, advice comes from trusted, familiar faces who build relationships with our clients that span generations. We believe in creating long-term, enduring strategies that not only support today’s goals but will be there for their children and future generations. Our commitment to continuity ensures that the same principles and trusted advisors will be known by the families we serve for years to come.
We are available to respond to our clients’ important and urgent needs with the utmost care. Through our extensive network of vetted professionals, we ensure that every financial or personal need is met by an advisor with proven expertise. Whether it's a pressing matter or ongoing guidance, we pride ourselves on being a reliable resource that our clients can turn to anytime.
The security of our clients' information is paramount. We uphold the highest standards of confidentiality, using discretion to navigate sensitive matters with care. Our commitment to data protection includes compliance with the strictest ISO certifications for cybersecurity, ensuring that client information remains secure, private, and protected at all times.
We remain unwavering in our commitment to the highest standards of honesty and ethics, ensuring that every decision reflects transparent and trustworthy counsel.
Entrusted with the most intimate matters, we safeguard each family's privacy with the utmost care, handling all affairs with the respect and confidentiality they deserve.
Recognizing that no two families are the same, we craft bespoke strategies that honor each family's unique values, aspirations, and legacy.
Guided by a dedication to enduring relationships, we design strategies that protect and cultivate wealth, ensuring it flourishes across generations.
Our pursuit of excellence is unwavering, with every detail thoughtfully refined to provide unparalleled service and exceptional value.
As stewards of family legacies, we manage wealth with the utmost care, diligence, and respect, honoring the responsibility entrusted to us.
In partnership with families and their trusted advisors, we create a collaborative environment where every perspective is valued, ensuring decisions are both holistic and informed.
Embracing the inevitability of change, we remain agile, adapting our strategies to meet evolving market conditions and the dynamic needs of business families.
We approach each family relationship with genuine understanding, recognizing the emotional intricacies that accompany wealth and legacy planning.
With a foundation of transparency and integrity, we uphold accountability through meticulous reporting and annual reviews, ensuring every decision resonates with the trust placed in us for generations to come.
At the heart of Mansha Plan lies a profound commitment to stewardship. Every relationship—whether with clients, team members, or partners—is nurtured with genuine empathy and unwavering respect. We understand that wealth is not just financial; it's the values, dreams, and aspirations carried through generations. By honoring this, we craft strategies that resonate with the true essence of each family, ensuring every plan reflects what truly matters. Our role is not just to manage wealth but to safeguard a legacy that will stand the test of time.
Our vision of prosperity goes beyond numbers; it’s about building a future where families thrive together. We believe that true success comes from working hand-in-hand with our clients, our team, and the community, fostering an environment where collaboration leads to lasting impact. With every partnership, we bring not just expertise but a shared journey of growth, trust, and excellence. Together, we create initiatives that enrich lives, ensuring that the values that define success today will echo through generations to come.
In a world where trust is often hard-earned, we offer unwavering discretion and integrity. Every detail, every decision, is handled with the utmost care, confidentiality, and respect. We understand that behind every financial decision lies a family’s most cherished hopes and dreams. Guided by principles of empathy and unwavering honesty, we stand as steadfast guardians, ensuring that every matter is treated with the sensitivity and attention it deserves, safeguarding what is most precious.
We hold the traditions and legacies of the families we serve with the highest regard, understanding that they are more than just history—they are the foundation upon which futures are built. While we respect and honor these traditions, we also embrace innovation and adaptability, crafting strategies that allow legacies to evolve and flourish in an ever-changing world. Guided by a timeless commitment to stewardship, we ensure that every family’s wealth and heritage are preserved and enriched for generations yet to come.
Reliability is the cornerstone of our commitment to those we serve. As trusted stewards, we are there for our clients, team, and partners at every turn, with a dedication that never wavers. We understand the weight of responsibility that comes with managing wealth, and we approach every milestone and challenge with the precision, expertise, and care that only a true partner can offer. Through every triumph and trial, we remain a consistent and dependable guide, ensuring that each family’s journey is supported with the strength and stability they deserve.
True stewardship is grounded in transparency. We believe that informed decisions come from clear communication and an open sharing of knowledge. With comprehensive reporting and a dedication to offering insights that truly matter, we empower our clients to plan with confidence and clarity. It’s not just about numbers; it’s about creating an environment where every family feels understood, every decision is made with purpose, and every step forward is taken with certainty and conviction.
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Family Enterprise Canada (FEC)
Conference for Advanced Life Underwriting (CALU)
CFA Institute
Financial Advisors Association of Canada (Advocis)
Premier Association of Financial Professionals (MDRT)
Financial Services Regulatory Authority of Ontario (FSRA)
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