Over $1 trillion is set to change hands in Canada in the coming years, yet most families have no plan in place, leading 70% of heirs to end up replacing their accountant or advisor once they inherit. Working with Tax & Estate Planning specialists ensures gaps are avoided, protecting both clients and advisor relationships. Mansha Plan is at the forefront of this effort.

Café Mansha: Advisor Edition is a boutique, first-of-its-kind email publication directed to Canadian accountants, offering CPAs practical practical case studies, resources, and exciting new insights that strengthen both client outcomes and your practice.