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.

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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.

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‘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.

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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.