Simplify Your Planning
Founded in 2001, the Mansha Plan Family Office has a rich heritage of 20+ years of providing bespoke financial services to our clients. We are committed to elevating the standards of excellence in service and continue to provide holistic solutions to the families we work with.
Business Families with their planning at Mansha Plan
The Mansha Plan Experience means:
Coordination of your business and financial planning in one place
Customized solutions for your unique needs
Never feel like a number again
Simplify Your Planning
Founded in 2001, the Mansha Plan Family Office has a rich heritage of 20+ years of providing bespoke financial services to our clients. We are committed to elevating the standards of excellence in service and continue to provide holistic solutions to the families we work with.
Business Families with their planning at Mansha Plan
The Mansha Plan Experience means:
Streamline your business and wealth planning in one place
Customized solutions for your unique needs
Never feel like a number again
Established in
2001
Clients accepted per year
10 - 20
Life insurance premiums under management
$150M+
Minimum Investment
$1M
Highest AUM
$20M
Industries we serve
8+
Institutions we work with
25+
Established in
2001
Clients accepted per year
10 - 20
Life insurance premiums under management
$150M+
Industries we serve
8+
Institutions we work with
25+
Our History
Combined 80+ Years of Planning, Results, and Trust.
Advice You Can Trust
Accountable to You
We are governed by the Ontario Securities Commission (OSC) and Financial Services Commission of Ontario (FSCO). Our clients benefit from the highest integrity, compliance, and privacy standards in the industry, as required by law.
Experienced Professionals
We are Certified Financial Planners (CFP) which is the most widely recognized financial planning designation and the highest achievement in our industry. Our advisors are always up to date and so is the advice they give.
80+ Years of Experience
We bring a combined 80+ years of industry experience to the clients we serve. More importantly, we are a multi-generational business and understand your needs because we’ve lived it.
Our Team
Advice You Can Trust
Accountable to You
We are governed by the Ontario Securities Commission (OSC) and Financial Services Commission of Ontario (FSCO). Our clients benefit from the highest integrity, compliance, and privacy standards in the industry, as required by law.
Experienced & Trained Professionals
We are Certified Financial Planners (CFP) which is the most widely recognized financial planning designation and the highest achievement in our industry. Our advisors are always up to date and so is the advice they give.
80+ Years of Experience
We bring a combined 80+ years of industry experience to the clients we serve. More importantly, we are a multi-generational business and understand your needs because we’ve lived it.
Credentials and Governing Bodies
Credentials and Governing Bodies
Business and Financial Planning in one place. Let us show you how.
