At Mansha Financial we understand that life is more than a policy. For over 15 years, we have been leveraging insurance as an asset to bring the best solutions to our clients. We work with industry leading professionals to develop and implement cutting edge financial strategies that secure, stabilize and elevate our clients’ financial position.
Tav Malhotra, CLU
Tav founded Mansha Financial in 2001. From humble beginnings, he started as a paperboy and taught himself finance at an early age. Today, he uses his life experience and knowledge to help his clients elevate their wealth. Prior to Mansha, Tav worked on Bay St. for two decades at Prudential Assurance and HKMB.
As he developed a reputation solving tax problems – using insurance – for high net worth individuals, he laid the foundation of his own practice. His portfolio at Mansha consists of business owners, executives, and. professionals – with over 250 high earning doctors, lawyers, and accountants. In recent years, he expanded into the sports arena, with a number of NHL and MLB players as clients as well. Most notably, Tav is committed to raising money for youth financial literacy through his annual golf invitational and gala. Learn more here.
Tav earned his CLU designation in the late 90’s, which is the highest demonstration of his expertise in the areas of taxation and estate planning. Tav’s reputation has earned him a seat on the Million Dollar Roundtable of independent financial advisors world wide.
Jag Malhotra, BA
VP, Strategic Growth
Jag started at Mansha Financial in 2016 working in the mailroom. He joined with a vision to scale his father’s insurance practice into a holistic financial services firm. Today, he oversees that firm’s business operations, marketing, and sports and entertainment division. Prior to Mansha, Jag ran his own marketing company.
His campaigns were featured in online publications and he was quickly acknowledged as a thought leader. In his TEDx talk in 2015, he spoke on an idea of collaboration that he later had the opportunity to implement at Mansha.
Working together for clients is not only embedded within the culture of the firm, it’s painted on the walls. His leadership involves empowering leaders throughout the organization to quarterbacking its corporate events and community investment. He aspires to parlay his abilities into running a basketball team one day. Jag went to the University of Waterloo where he received his BA in speech communication in 2015.
Senior Account Executive
Brian started with Mansha in February 2019 bringing to the firm a new level of care and holistic planning for our clients. Prior to joining Mansha – after twenty years in the insurance industry – he decided to take a break from it and pursue his lifelong dream of being a singer and entertainer. During this time, Brian applied his talents to assist others in need and has been instrumental in helping raise well over $1,000,000 for charities and community projects.
Although Brian was pursuing his dream on stage performing for audiences across the globe, he never lost touch with the insurance world. Brian remained involved through client consulting and sitting on the advisory board of directors for a high-end estate and tax planning firm called Integrated Solutions.
Brian has worked in the Life insurance industry since the age of 18, and went on to become the youngest person ever to qualify for the Million Dollar Round Table and subsequently for Life Membership at MDRT. Brian currently holds his LLQP license.
In 2015, she was chosen to take part in a regimented year long business development program focused around distribution management and sales techniques at Arch Insurance Group in New York City where she gained an understanding of the US marketplace, while reporting to the EVP of the NorthEast Region.
Frank Shahrokhi, BBA
Group Benefits Consultant
Frank joined Mansha in January 2019 as the head of its benefits department. Prior to Mansha, Frank worked at Cumberland Private Wealth as a Business Development Manager where he was an instrumental part of helping one of the top portfolio managers at the firm grow his book by over 40%.
Frank was first exposed to group benefits at Cumberland, and soon after decided to make it his primary business focus . Six years later and his book is still growing. He began his career in the financial sector in Waterloo as an inside sales rep at Sun Life, where he worked for three years before moving back to Toronto. Frank graduated from Wilfred Laurier University in 2008 with a Bachelor of Business Administration degree with a specialization in Economics and Financial Management.
Kate Zado, BA
Client Relations Manager
Kate started at Mansha as the Client Relations Manager in December 2018. Prior to Kate joining Mansha, she worked as a Business Development Manager at Intact Insurance in the Specialty Solutions Division where she focused on new business growth and was the key contact for over 40 P&C Brokers across the province.
Kate started her insurance career in 2011 in Toronto at Arch Insurance Canada working in the Marketing & Business Development department where she developed her passion for client relations. In 2015, she was chosen to take part in a regimented year long business development program focused around distribution management and sales techniques at Arch Insurance Group in New York City where she gained an understanding of the US marketplace, while reporting to the EVP of the NorthEast Region.
While Kate was in NYC, she received a Business Of Insurance Certificate from St. John’s University while working on her CIP at the Insurance Institute of Canada. Kate went to the University of Guelph where she received her BA in Sociology and is currently studying for her LLQP.
Chantelle started at Mansha as the Content Creator in September 2018. Prior to Chantelle joining Mansha, she did freelance work at a number of local Toronto businesses doing video and digital content creation for various marketing campaigns.
Print design, digital illustration and animation are a few of her many talents which she brings to the design and aesthetic of the Mansha brand. Chantelle has a fine arts background with a BA in Art history from McMaster University and graduated from OCAD with a BFA in integrated Media in 2017.