Co founder & CEO

Manmohan (Mani) Singh

Mani started his career with Sun Life Financial in Feb 2016. He has Financial Planning designations such as CLU, QAFP, MFA-P & CHS. He takes Holistic approach in terms of Insurance and Investment combination to what’s best for client, keeping in mind in terms of Estate Planning prospective.! He is recognised as the first ever advisor to qualify for convention through group benefit sales in the Mississauga Financial Centre. Prior to starting his Sun Life career, Mani worked in car sales at a dealership. From his time there, Mani developed his interpersonal communication skills and continues to learn and gain insight from his colleagues.

Mani runs his business practise with consistent hard work and honesty. He still believes in doing Cold calls and door knocking for business prospecting & guide his clients the right way to what’s best for them at every age prospective. Mani enjoys doing seminars & presenting to group of people in addition to taking the time to meet with clients one-on-one and building strong client-advisor relationships. In his spare time, Mani enjoys riding his motorcycle with fellow riders, Horse Riding and playing sports whenever he can, in addition to attending Toronto Raptor’s and Blue Jays games as often as he is able to.