top of page
Ask for boss's approval

Your Vision and Goals.
Our Personalized, Professional
Wealth Management Services.

Welcome to
Heda Investments

Investment Advisor & Associate Portfolio Manager, Manulife Wealth Inc.

Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Meet Sunil Heda

CPA (US), CIM®

A seasoned finance professional with over 25 years' experience in global institutions, including CIBC and presently at Manulife Wealth. Sunil holds the  Certified Public Accountant - CPA (US) and Chartered Investment Management - CIM® designations and manages his Investment and Wealth Management practice in Ontario and British Columbia. Sunil is also licensed Life Insurance Advisor in Ontario and British Columbia.

​

Comprehensive Skill Set: Professional training and proficiency in Portfolio Management and Insurance Management, having received training in he Canadian Securities and Insurance industry ;also prior experience in Accounting,  Finance, Information Technology and Risk management.

​

Proactive & Personalized Service: Committed to a proactive, professional approach, providing comprehensive Investment and Wealth Management services to Business Owners, Professionals, and Individuals.

​​

6118E926-D09B-4D2A-83AD-7403258D3BED_edited.jpg

Testimonials

" Sunil has done a great job managing my portfolio. We were new to Canada and he helpd us navigate the multiple investment options here. He is responsive with timely communications and brings forward solutions with long-term thinking. "

Saurabh

Blue water droplets

Our Niche

We enable access to all Investment avenues on the market and are not bound by proprietary products

$1.3 Trillion 

Manulife has over $1.3 trillion (US$1.0 trillion) in assets under management and administration as of Dec 31, 2022

#1

Manulife is not only Canada’s largest insurance company in terms of total assets, it also ranks among the world’s top 10 in the category

Since 1887

Manulife serves one in four Canadians as of Dec 31, 2022

  • Retirement Planning Workshop
    Retirement Planning Workshop
    Retirement Planning Workshop
    Book a convenient time.
    Retirement Planning Workshop
    Book a convenient time.
    Retirement Planning Workshop
    Book a convenient time.
    Retirement Planning Workshop
    Book Your 30 Min FREE no obligation personalized Retirement Planning Consultation.
    Share
  • Join Manulife Bank to learn about Debt Management to increase your Cashflows
    Join Manulife Bank to learn about Debt Management to increase your Cashflows
    Join Manulife Bank to learn about Debt Management to increase your Cashflows
    Thu, Jun 27
    Debt Management Webinar
    Jun 27, 2024, 1:24 p.m. – 1:39 p.m.
    Debt Management Webinar
    Jun 27, 2024, 1:24 p.m. – 1:39 p.m.
    Debt Management Webinar
    As your advisor, I am inviting you to attend a brief 30-minute presentation on Debt Management and how it is ideal in providing you with the financial flexibility you need to increase your cash flow without reducing your lifestyle. I hope you can take time to listen to this valuable message.
    Share

Events

Sunil's Blogs

Sunil Heda, Associate Portfolio Manager

Book a no obligation consultation with an experienced Investment Portfolio Manager

Get Life Insurance, Critical Illness, Disability Insurance Quote

Sunil Heda, CPA (US), CIM®

Heda Investments

​

Investment Advisor and Associate Portfolio Manager,

Manulife Wealth Inc

Life Insurance Advisor,

Manulife Wealth Insurance Services Inc.

Purchase Travel Insurance (including for Supervisa) for Visitor or Travelling Canadians

Book a no obligation call- back with an experienced Investment Portfolio Manager

bottom of page