Intro

Boutique and Independent Advice

For over 40 years and across three generations, we have navigated the same complexities we guide our clients through, ensuring every strategy is tested and proven before being entrusted to others. As a truly independent firm, we answer only to the families we serve—free from institutional influence, sales mandates, or external pressures. Licensed across Canada and select U.S. markets, we move with agility to secure opportunities and safeguard wealth with precision. Beyond financial strategies, our carefully cultivated network grants discreet access to key institutions and specialized advisors, ensuring that the right expertise is always within reach.

Tax & Estate Planning

Wealth is not simply accumulated—it is stewarded for generations. Thoughtful tax and estate planning ensures seamless transitions, safeguarding assets from erosion while preserving the values that built them. With precision and foresight, we structure wealth to endure, transforming financial success into a lasting legacy.

Asset Management

Our asset management approach is guided by discipline, adaptability, and a long-term perspective, ensuring capital is preserved, optimized, and positioned for enduring success. Through measured strategy and unwavering oversight, we transform assets into generational prosperity.

Group Plans

A well-optimized group plan is more than a benefit—it is a commitment to those who drive success. Thoughtfully designed employee health benefits and group RRSPs enhance retention, support well-being, and reinforce financial security. With precision and care, we create plans that align employer and employee long-term interests.

Outro

Consistent Results

As a boutique firm, Mansha is uniquely positioned to act with precision, ensuring every request is met with timely, proactive service. Through white-glove client care, responsive reporting, and a steadfast commitment to security, including our ISO 27001 certification, we anticipate needs and execute strategies with agility and foresight. Every plan is designed to evolve with the ambitions it supports, ensuring seamless transitions through life’s milestones and financial complexities. In a fast-moving world, we provide the stability and vision to preserve wealth, fulfill aspirations, and build lasting legacies.