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Private wealth advisory and estate planning by Sanjay Gupta. Helping select families protect, grow, and pass down their assets with total peace of mind.
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#5CA34F
Fruit Salad
92, 163, 79
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69, 36, 0, 84
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Mode Money Managers is a Canadian financial advisory practice led by Sanjay Gupta, serving families, business owners, professionals, and people with cross-border financial needs. Based in Vancouver and working with clients across Canada, Gupta draws on experience that began in Mumbai. The firm offers integrated financial guidance across insurance, investments, tax optimization, retirement, and estate planning, emphasizing personalized strategies and stating that it does not sell financial products.
Services include life, disability, critical illness, travel, health and dental, and mortgage protection insurance. Investment and savings options include RRSPs, TFSAs, RESPs, RDSPs, mutual funds, and annuities. The practice also provides retirement income planning, estate and succession strategies, corporate tax planning, specialized financial care for dental professionals, and investment planning for Canadians with ties to India. Family legacy planning aligns income, investments, and insurance with clients’ goals across generations. Mode Money Managers shares educational articles on financial planning, tax-aware investing, and wealth transfer, and offers complimentary consultations for prospective clients.
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The Sanjay Gupta name, logos and brand assets are trademarks of Sanjay Gupta and its affiliates. Brandfetch isn't affiliated with or endorsed by Sanjay Gupta. Their use is subject to Sanjay Gupta's brand guidelines.
