Your Vision and Goals. Our Personalized, Professional Wealth Management Services. Begin your Wealth conversation now! Welcome to Heda Investments Services Insights Who are you? About Us 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. Our Team Contact Us Testimonials What We Do ? INVESTMENT MANAGEMENT RISK & INSURANCE MANAGEMENT BANKING SERVICES RETIREMENT PLANNING, TAX AND ESTATE PLANNING Our Brochure 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 All Testimonials Our Niche We enable access to all Investment avenues on the market and are not bound by proprietary products We offer comprehensive Wealth Management services through entire journey - through accumulation, growing, protecting and transferring wealth working closely with accountants and tax lawyers for tax, retirement and estate planning We offer Discretionary Portfolio Management Services , providing you with a range of inherent benefits. $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 Book a convenient time Virtual Meeting Book a convenient time Virtual Meeting Book a convenient time Virtual Meeting Book Your 30 Min FREE no obligation personalized Retirement Planning Consultation. Share RSVP 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 Details Events Sunil's Blogs Four ways to leave an educational legacy for your grandchildren The bond between grandparents and grandchildren is special. You get to share your wisdom and stories with eager listeners and occasionally, Four ways to declutter your finances to be prepared for the future Many households in Canada today have a little secret that can wreak havoc with their financial lives—finances clutter. Supporting your employees Everyone experiences gender in their own unique way. Some may identify being a woman, man, both, neither, or anywhere along gender spectrum More Blog Book a no obligation consultation with an experienced Investment Portfolio Manager Book Meeting Get Life Insurance, Critical Illness, Disability Insurance Quote Insurance Quote Sunil Heda, CPA (US), CIM® Heda I nve stment s Investment Advisor and Associate Portfolio Manager, Manulife Wealth Inc Life Insurance Advisor, Manulife Wealth Insurance Services Inc. Buy Travel Insurance Purchase Travel Insurance (including for Supervisa) for Visitor or Travelling Canadians Book a no obligation call- back with an experienced Investment Portfolio Manager Book a Call Back

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