Sunil Heda, CPA (US)
Investment Advisor, Heda Investments, Manulife Securities Incorporated
Life Insurance Advisor, Manulife Securities Insurance Inc.
Cell: (416) 571-0369 / Bus: (905) 605-7400
Sunil Heda is a seasoned finance professional with over 25 years experience in the financial services industry with global financial and non financial institutions i.e. CIBC, Citibank, Price Waterhouse and presently Manulife Securities Incorporated. Sunil holds various professional designations in Accounting, Finance and Risk Management including CPA (Certified Public Accountant) from US. Sunil has also received professional training in the Canadian Securities industry and manages his Wealth Management practice in GTA.
Sunil Heda finds that his holistic and long term investment philosophy, deep understanding of individual & corporate taxation and well rounded risk management experience make a unique and powerful combination. He takes a structured and disciplined approach to investment management and weaves tax and estate planning strategies in his design of client's portfolio.
‘Proactive, personalized and professional' approach underlines everything that Sunil does. Business Owners (General, Health-Care etc.), Professional Advisors (Accountants, Lawyers etc.) and Individuals (Executives, Retirees, Pre- Retiree, Affluent Families etc.) can find significant benefit from Sunil's comprehensive Investment and Wealth Management services.
Sunil Heda is married and lives in Kleinburg, Vaughan with his wife and two young boys. Sunil is associated with the local chapters of ISACA, IIA, and ICAI. Sunil has served as member of the Managing Committee of the Toronto Chapter of ICAI and also Chaired the Sponsorship Sub-Committee for the Chapter. He also actively participates in local community organizations such as RANA, Indo-Canada Chambers of Commerce, Lions Club etc. Sunil activly engages in the local Business and Trade Associations; most recently, he was a member of the Markham Board of Trade and regularly wrote in their publications.
At Manulife Securities, we believe there is no better way to serve the needs of Canadian investors than by providing access to independent, unbiased financial advice. Through a network of almost 1,300 advisors located in communities from coast to coast, we can offer an array of solutions and a comprehensive suite of financial products and services to help you invest for your future.
Manulife Securities has $34.4 billion in assets under administration (as of January 31, 2017) and is a wholly-owned subsidiary of Manulife Financial – a leading Canada-based financial services group with principal operations in Asia, Canada and the United States.
For more information on Manulife Securities, click here.
Manulife Capital Markets
Manulife Capital Markets is Manulife’s investment banking and equity capital markets division.
Manulife Capital Markets operates out of offices in Toronto and Vancouver and provides a full range of financial advisory services to both corporate clients and financial advisors across Canada. The Manulife Capital Markets team has a broad range of expertise encompassing many asset classes and industry sectors.
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Manulife Securities Insurance Inc.*
Products and Services
Whatever your stage in life, Manulife Securities Insurance Inc. can help you feel financially assured with a variety of insurance products to meet your specific needs – whether it’s family protection, business continuity, estate preservation or investment solutions.
Products and services include:
- Segregated funds
- Life insurance: term, whole life, universal life
- Disability insurance: income replacement and business overhead protection
- Critical illness insurance: enhanced and basic plans
- Long-term care insurance: facility and home coverage
- Pension plans: group retirement plans, registered pension plans, deferred profit sharing plan and registered retirement savings plans
- Health care benefits for individuals and associations
- Annuities: term certain, life
*Carrying on business in British Columbia as Manulife Securities Insurance Agency