Sunil Heda, CPA(US)
Associate Portfolio Manager, Manulife Securities Incorporated
Life Insurance Advisor, Manulife Securities Insurance Incorporated
About Sunil Heda
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, Sunil has also received professional training in the Canadian Securities industry and manages his Wealth Management practice in Ontario. He is also licensed for Investment Management practice in British Columbia.
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 actively 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.
A trusted, reputable industry leader
Backed by the global strength and security of Manulife, serving one in five Canadians, you benefit from the resources and expertise of a trusted company that offers life, health and wealth solutions.
Manulife Securities is the name used in association with three firms who are here to help make your decisions easier and meet your financial goals:
Manulife Securities Incorporated, an investment dealer
Manulife Securities Investment Service Inc., a mutual fund dealer
Manulife Securities Insurance Inc.*, life insurance agency operating in the national accounts sales channel
For more information on Manulife Securities, click here.
*Manulife Securities Insurance Inc. operates as Manulife Securities Insurance Agency in the province of B.C.
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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*A division of Manulife Securities Incorporated
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:
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
Manulife Financial Corporation is a leading international financial services provider that helps people make their decisions easier and lives better. With its global headquarters in Toronto, Canada, It operates as Manulife across its offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. It provides financial advice, insurance, and its global wealth and asset management segment, Manulife Investment Management, serves individuals, institutions and retirement plan members worldwide.
At the end of 2020, it has more than 37,000 employees, over 118,000 agents, and thousands of distribution partners, serving over 30 million customers. As of March 31, 2021, it has CAD$1.3 trillion (US$1.0 trillion) in assets under management and administration, and in the previous 12 months it made $31.3 billion in payments to its customers. Its principal operations are in Asia, Canada and the United States where it has served customers for more than 155 years. It trades as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.
To learn more, click here.