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
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.
Frank Shahrokhi, BBA
Director, Group Benefits
When it comes to choosing the best group policy for your business, look no further than Frank, our director of group benefits. Prior to Mansha, Frank was a senior group benefits consultant with Adminplex Resource Services, one of the biggest TPA firms in the GTA.
Frank was first exposed to group benefits at Cumberland Wealth Management, 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.
Corey Thorn, CFP, CLU
Director, Private Wealth
If you’re looking to create, protect and preserve wealth, Corey’s got you covered.
As your financial quarterback, Corey identifies individual opportunities by uncovering financial unknowns.
Now In his 8th year in the industry, Corey holds his LLQP, CFP and CLU. Before Mansha, he built his own practice at IG wealth management, where he achieved both gold and platinum status in financial planning.
Nina Chung, B.comm
Process-oriented and details-focused. Nina is an alumna of the Business Management program at Ryerson University, with a strong background in administrative support and customer service. She has extensive experience in hospitality, finance, IT, and management consulting industries. Nina brings in a wealth of knowledge when it comes to the daily business operations of the company – ensuring that everyday activities are perfectly aligned with the big picture goals.
As a high-performing individual and an expert in her field, Nina has become a tremendous asset to the Mansha family. Her proven ability to implement business strategies through team leadership and effective communication make her a pillar of the Mansha team.
Chantelle Hartle, BA BFA
Project Manager & Design Lead
Chantelle started at Mansha as the Content Creator and has evolved to Project Manager and Design Lead. Prior to Chantelle joining Mansha, she worked as a freelance artist creating digital content including illustration, videography and motion graphics for a number of local Toronto businesses.
Graphic design, motion graphics, 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 a BFA in Integrated Media with a speciality in Digital Painting and Expanded Animation from OCAD University.