Advising
Business Families since 1982.

Founded by a business family for business families, Mansha Plan is a boutique financial advisory dedicated to continuity. Our mission is to ensure the longevity of high-performing families — preserving wealth, strengthening health, and securing legacy for generations to come. We work exclusively by referral, partnering with families who share our commitment to enduring success.

Investment Minimum:

$1,000,000

OR
Net Worth Minimum:

$25,000,000

Business Size:

A minimum of 50 employees

Family-Centric Focus:

Must be an enterprising family with an operating business and family wealth to plan across generations.

Service Standards

Our family business has been serving business families for three generations and counting.

Continuity

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.

Reliability

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.

Discretion

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.

What We Believe

True wealth isn’t measured in what is gathered but by what endures.

TEAM

Tavinder Malhotra, CLU, RIBO
President (1st Gen)
Hardi Anand, MBA
Chief Operating Officer (2nd Gen)
Ian Miller
Vice-President
Frank Shahrokhi
Vice-President, Group Benefits
Harper Nguyen
Administrator, Group Benefits & Asset Management
Alex Rouse
Administrator, IT and Security
Ravinder Malhotra
Administrator, Office Manager (1st Gen)
Jagneet Malhotra
Chief Executive Officer (2nd Gen)
Mark Doyle, CFA, MBA
Chief Investment Officer, Chief Compliance Officer
Sheri Lyman
Senior Administrator, Tax and Estate Planning
Dr. Simran Malhotra, MD, DipABLM, CHWC
Consultant, Lifestyle Medicine and Preventative Care (2nd Gen)
Alessandro Renato Marchetti
Digital Marketing Associate
Gurbani Gadhok
Administrator, Marketing and Content (3rd Gen)
Chris Thompson
Executive Director, Mansha Plan Foundation

TEAM

Tavinder Malhotra, CLU, RIBO
President (1st Gen)
Jagneet Malhotra
Chief Executive Officer (2nd Gen)
Mark Doyle, CFA, MBA
Chief Investment Officer, Chief Compliance Officer
Hardi Anand, MBA
Chief Operating Officer (2nd Gen)
Ian Miller
Vice-President
Frank Shahrokhi
Vice-President, Group Benefits
Sheri Lyman
Senior Administrator, Tax and Estate Planning
Dr. Simran Malhotra, MD, DipABLM, CHWC
Consultant, Lifestyle Medicine and Preventative Care (2nd Gen)
Harper Nguyen
Administrator, Group Benefits & Asset Management
Alessandro Renato Marchetti
Digital Marketing Associate
Alex Rouse
Administrator, IT and Security
Ravinder Malhotra
Administrator, Office Manager (1st Gen)
Gurbani Gadhok
Administrator, Marketing and Content (3rd Gen)
Chris Thompson
Executive Director, Mansha Plan Foundation

Our History

Combined 80+ Years of Planning, Results, and Trust
1982
Vintage photo of Tavinder Malhotra as a young man.
Practice founded by Tavinder Malhotra, CLU
2001
Business card featuring Tavinder Malhotra, the president and founder of Mansha Plan.
Mansha Financial Group Ltd is incorporated
2017
Business card featuring Jagneet Malhotra, the CEO of Mansha Plan, who is a second generation family member and designated successor of the business.
Second Generation joins the family business
2019
Business card featuring Chris Thompson, the Executive Director of Mansha Plan Foundation.
Family foundation established. Mansha Plan Foundation (Charity number 75351 2532 RR0001)
2023
Markman Asset Management's logo.
Acquired Marksman Asset Management. Third generation joins the family business
2024
The Story Continues
Mansha Plan's logomark.
Present
The Story Continues to Unfold

Associations

FAC's Logo.

Family Enterprise Canada (FEC)

CALU's Logo.

Conference for Advanced Life Underwriting (CALU)

CFA Institute's Logo.

CFA Institute

Advocis's Logo.

Financial Advisors Association of Canada (Advocis)

MDRT's Logo.

Premier Association of Financial Professionals (MDRT)

FSRA's Logo.

Financial Services Regulatory Authority of Ontario (FSRA)

Address

Suite 202, 47 Colborne St, Toronto, ON M5E 1E3