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Explore Sunil's captivating Photo Gallery, showcasing the widespread involvement of Sunil Heda giving a well rounded experience Sunil's Photo Gallery hero section Joe Li, Regional Counselor City of Markham Kevin O'Leary, Businessman, Television Personality, Founder of SoftKey Amrit Mangat, Former Ontario MPP Sunil Heda with Surrender Sharma, world renowned Indian poet writer and humorist Sunil and Sadhguru, World Renowned Yogi and Mystic Jason Kenny, Former Canadian Minister of National Defence Baba Ramdev, world renowned Yoga Guru Susan Fennell, Ex Mayor Brampton and Hansa Heda Patrick Brown, MPP, Mayor of Brampton, Former leader of the Progressive Conservative Party Michael Wekerle, Merchant banker and Dragon's Den cast Ontario Konkani Association - Convention My family - Sunil, Hansa, Harsh and Yash Heda Dr. Helena Jaczek, MPP, Ontario Minister of Community and Social Services and Hansa Heda ICCC Seminar Deepak Anand, Ontario MPP Arya Chandra, Member of Parliament Nepean, Ontario Patrick Brown, MPP, Leader of the Progressive Conservative Party of Ontario Frank Scarpitti, Mayor of Makham City Insightful Video Play Video Play Video 00:16 How Much Life Insurance Do I Need? Life Insurance Awareness Month. Learn more at www.empirelife.ca! Play Video Play Video 01:02 How do I know if I need life insurance? Part II Play Video Play Video 02:42 Conditions hypothécaires diversifiées Play Video Play Video 02:30 The Rule of 72 Learn how to use the Rule of 72 to determine how long it will take your money to double in any interest-bearing account. Knowledge is power! Play Video Play Video 02:55 Need to Invest Early Procrastinating is one of the most damaging things you can do when it comes to your retirement savings. But there is still time, and the best time to start planting that seed is today! Play Video Play Video 02:49 An introduction to mutual funds Get a simple explanation of how mutual funds work. Play Video Play Video 02:27 What is diversification? Learn, in easy-to-understand terms, what diversification is and why it is important in your investment strategy. Play Video Play Video 02:13 Financial resolution: the value of an advisor Clément Gignac, Senior Vice-President and Chief Economist, shares with you the importance of working with an advisor.

Explore the insightful and inspiring quotes from #HedaInvestmentsQuotes. A page dedicated to wisdom and guidance by the Portfolio Management firm, Heda Investments. #HedaInvestmentsQuotes Quotable Quotes "The hard truth is only around 3% of our population are in a position to aspire for financial independence. Don’t waste this rare" - Anonymous "Listening to market forecasts is not only useless but can be very harmful too; if you start acting on them." - Anonymous "There are periods of high returns, low returns, no returns and negative returns. We need to go through all these to get long term returns." - Anonymous "We’ll stop looking for quick money the moment we consider stocks as businesses and realise that our wealth grows in line with business growth." - Anonymous "Good periods are more than bad periods. By not timing, though we go through bad periods, do not miss even a single good period." - Anonymous "The day we realise not losing is as important as winning; we would stop blindly chasing returns." - Anonymous "Aggressive strategy cannot be a substitute for high savings. Save high and take moderate risk than saving less and taking high risk." - Anonymous “Making as much money as quickly as possible” is not an investment strategy. Unfortunately for most of us that is the strategy." - Anonymous "Losing opportunities is far better than losing money. Don’t invest in fads." - Anonymous Load More Insightful Videos Play Video Play Video 03:50 Life & Money Matters - Getting a Grip on Excessive Debt Take our debt test to better manage debt and increase your cash flow. Play Video Play Video 46:26 Peter Lynch: The Ultimate Guide To Stock Market Investing Peter Lynch is regarded as one of the world's most successful and well-known investors. Lynch is the legendary former manager of the Magellan Fund at Fidelity Investments, a large financial agency. At the age of 33, he took over the fund and ran it for 13 years. His accomplishment allowed him to retire at the age of 46 in 1990. Lynch's investment technique has been regarded as adaptable to time's economic circumstances, but he constantly highlighted the importance of knowing what you own. Play Video Play Video 00:29 Protect your world with Critical Illness Insurance Play Video Play Video 01:07 Life and Disability Insurance Protecting your employees when it matters most Play Video Play Video 02:42 Conditions hypothécaires diversifiées Play Video Play Video 02:30 The Rule of 72 Learn how to use the Rule of 72 to determine how long it will take your money to double in any interest-bearing account. Knowledge is power! Play Video Play Video 02:55 Need to Invest Early Procrastinating is one of the most damaging things you can do when it comes to your retirement savings. But there is still time, and the best time to start planting that seed is today! Play Video Play Video 02:49 See how Life Insurance helped Henry and Stacey Wondering why to purchase life insurance? Find out how life insurance helped Henry and Stacey. https://www.bmo.com/insurance/life-insurance# For more information about BMO Insurance or our products, please consult your insurance advisor or contact us at 1-877-742-5244.

Heda Investments offers Proactive, Professional, Wealth Management Services. This includes a variety of resources for the common investor, like Calculators, Online Services, Articles of Interest and Market Updates. Insights Resources Calculators & Links Events #HedaInvestmentsQuotes Sunil's Blog & Market Update Commonly used calculators. Calculators & Links Upcoming Events Events Quotes that help you grow financially #HedaInvestmentsQuotes For interesting reads about the current financial markets and quarterly Market Updates. Sunil's Blog & Market Update Follow us on Linkedin Insightful Videos Play Video Play Video 02:22 Tax-Managed Investing | How are we going to pay for all this? Part Two Disclosures: Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling (800) 787-7354 or visiting https://russellinvestments.com. 𝗣𝗹𝗲𝗮𝘀𝗲 𝗿𝗲𝗮𝗱 𝗮 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝘂𝘀 𝗰𝗮𝗿𝗲𝗳𝘂𝗹𝗹𝘆 𝗯𝗲𝗳𝗼𝗿𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴. Morningstar U.S. Equity Universes includes US Fund Large Blend, US Fund Large Value, US Fund Large Growth, US Fund Mid-Cap Blend, US Fund Mid-Cap Value, US Fund Mid-Cap Growth, US Fund Small Blend, US Fund Small Value, US Fund Small Growth. Methodology for Tax Drag: Includes all open-ended investment products – mutual funds/ETFs that are both active and passive. Tax Drag reflects the arithmetic average of Morningstar Tax Cost Ratio. Data includes all share classes and reflects Morningstar category of US Equity. Morningstar’s tax cost ratio assumes the highest possible applicable tax rates, including the 3.8% net investment income tax. Many investors are not subject to the highest rates. Note that tax drag calculations only apply to taxable accounts. The Morningstar categories are as reported by Morningstar and have not been modified. © 2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment. The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments’ management. Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand. Copyright © 2020 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investment Group. It is delivered on an “as is” basis without warranty. 𝗥𝘂𝘀𝘀𝗲𝗹𝗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗺𝘂𝘁𝘂𝗮𝗹 𝗳𝘂𝗻𝗱𝘀 𝗮𝗿𝗲 𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗲𝗱 𝗯𝘆 𝗥𝘂𝘀𝘀𝗲𝗹𝗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀, 𝗟𝗟𝗖, 𝗺𝗲𝗺𝗯𝗲𝗿 𝗙𝗜𝗡𝗥𝗔, 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗥𝘂𝘀𝘀𝗲𝗹𝗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀. First used August 2021. RIFIS 24086 Exp0824 Play Video Play Video 02:55 Need to Invest Early Procrastinating is one of the most damaging things you can do when it comes to your retirement savings. But there is still time, and the best time to start planting that seed is today! Play Video Play Video 01:46 When should you start saving for retirement? You don’t need a lot of money to begin saving for retirement. It’s not always possible to invest large amounts to save for retirement, but it’s also not necessary. Play Video Play Video 01:09 What is an RRSP? Did you know the Canadian government gives financial incentives to help you save for your retirement? Find out more about registered retirement savings plans. What is an RRSP? Simply put, a Registered Retirement Savings Plan, or RRSP, is a special type of savings account that helps Canadians save for their retirement. How does an RRSP work? Contributions you make to an RRSP are tax-deferred, meaning the money is only taxed when you withdraw it. For most, withdrawing from your RRSP at a later point in life means paying much less tax. Any money put into an RRSP, up to the annual limit, reduces your taxable income for that year. Your annual limit is a percentage of your earned income plus unused room from earlier years. You can hold a variety of investments in your RRSP, like stocks, bonds, GICs, and mutual funds. Because income earned inside an RRSP isn't subject to tax until it's withdrawn, RRSPs are a powerful way to save for your retirement. Find more tips and tools at sunlife.ca. Life's brighter under the sun. Learn more about RRSPs: https://www.sunlife.ca/ca/Investments/RRSP+TFSA+and+RESP/Registered+retirement+savings+plan+RRSP?vgnLocale=en_CA Play Video Play Video 02:27 What is diversification? Learn, in easy-to-understand terms, what diversification is and why it is important in your investment strategy. Play Video Play Video 02:01 BMO Guaranteed Investment Funds Play Video Play Video 01:04 How the Chartered Investment Manager (CIM) designation benefits you The Chartered Investment Manager (CIM®) designation is a leading industry standard for discretionary investment and portfolio management services. It ensures advisors have the knowledge and skills to evaluate and expertly manage all aspects of a client’s investment portfolio. Learn more about how the CIM benefits you by watching this video. Play Video Play Video 46:26 Peter Lynch: The Ultimate Guide To Stock Market Investing Peter Lynch is regarded as one of the world's most successful and well-known investors. Lynch is the legendary former manager of the Magellan Fund at Fidelity Investments, a large financial agency. At the age of 33, he took over the fund and ran it for 13 years. His accomplishment allowed him to retire at the age of 46 in 1990. Lynch's investment technique has been regarded as adaptable to time's economic circumstances, but he constantly highlighted the importance of knowing what you own.

What type of investor are you? Equity Investor, Fixed Income & GIC Investor, Tax Wise Investor, Business Owner & Professional, Pre-Retiree, and Retiree. Who are you? What is your appetite for risk? Some people may find sky diving thrilling; others would rather keep their feet on the ground. The difference between these individuals is quite likely their attitude towards risk – how willing they are to jump out of an airplane for an unforgettable thrill. It is much the same when it comes to investing. Your attitude with respect to the potential of losing money and your ability to absorb a financial loss can be very different. Learn More > Equity Investor Fixed Income & GIC Investor Tax Wise Investor Business Owner & Professional Pre-Retiree Retiree The risk of outliving your savings Canadians are living longer and longer. Most of us will likely see our 80th birthday and a growing number of us are expected to live to 100. And while many of us do plan to keep working well after turning 65 — or even indefinitely — the majority are looking forward to some form of retirement when we hit our 60s. That means we need to ensure that the nest egg we accumulate over our working life lasts long enough to support us through 30 or even 40 years of retirement. Click learn more about how to protect yourself against the risk of outliving your savings, or what we call 'longevity risk.' Learn More > The value of advice In an effort to stay healthy, you make seeing your doctor a priority. Your doctor knows your medical history and, if there is a problem, can recommend a course of treatment. The same concept applies to your finances – regular checkups with an advisor can go a long way towards improving your financial health. Whether your goal is to reduce debt, buy a house, save for retirement or simply pay the bills, you don't have to go it alone. Regardless of your stage of life or amount of wealth, you can benefit from the professional counsel and services of an advisor. In fact,71 per cent of advised households started working with an advisor when they had less than $50,000 in investable assets.1 Milestones such as buying a first home, starting a new job or having a child are all good opportunities to address new financial needs and begin working with an advisor. To view the next steps click on the slides Follow us on Linkedin Insightful Videos Play Video Play Video 02:05 WTF Is an ETF? There are now over 6,000 ETFs on 60 exchanges and ETFs exist for everything from corporate bonds to gold bars to oil futures. Like the USB port or a gas pump, ETFs have basically standardized the entire universe of investing so that everything under the sun now trades like shares of Apple. But what, exactly is an ETF and why have they become so popular? Bloomberg explains in this short video. Like this video? Subscribe to Bloomberg Business on YouTube: http://www.youtube.com/Bloomberg Watch Bloomberg TV live at http://www.bloomberg.com/live Play Video Play Video 00:13 You're Not Alone! Life Insurance Awareness Month. Learn more at www.empirelife.ca! Play Video Play Video 02:30 The Rule of 72 Learn how to use the Rule of 72 to determine how long it will take your money to double in any interest-bearing account. Knowledge is power! Play Video Play Video 01:12 Retirement Planning with GIF 100/100 Play Video Play Video 02:55 Need to Invest Early Procrastinating is one of the most damaging things you can do when it comes to your retirement savings. But there is still time, and the best time to start planting that seed is today! Play Video Play Video 01:33 Manulife Mortgage Protection Insurance (Client) Learn about Manulife Mortgage Protection Insurance and help protect the people you love. Play Video Play Video 00:16 How Much Life Insurance Do I Need? Life Insurance Awareness Month. Learn more at www.empirelife.ca! Play Video Play Video 01:02 How do I know if I need life insurance? Part II

Bring together best of solutions to deliver Wealth Management Services in a 'proactive, personalized & professional manner' while ensuring excellence in service.​ Follow disciplined approach to Investment Management and weave strategic Tax & Estate planning strategies in design of Client Portfolios. About us Our Team Sunil's Photo Gallery Testimonials BUSINESS VISION Create a profitable yet straightforward solution by combining top-notch resources, effective strategies, and smart tax approaches to offer Wealth Management Services in a way that's tailored, proactive, and expert. We'll methodically handle Investment Management and Insurance Planning and seamlessly integrate smart Tax, Estate & Retirement strategies into the solutions we create for our clients. Our aim is to provide outstanding service from start to finish in our client relationships. Our Goal Our goal to become and remain the trusted Wealth Manager of choice for our cllients by providing high quality, customized and comprehensive Wealth Management Services to help them and their families realize and accomplish their financial dreams. Our services are designed for individuals, families, businesses and other organizations that require financial assistance managing their wealth. Successful executive looking to enhance the growth of their wealth Professionals requiring assistance with their personal assets and a trusted partner with shared clients Business owners who need help managing their personal and business assets Pre-retirees who want to make the most of savings as they approach retirement Retirees requiring innovative strategies to maximize their after-tax retirement income, financial security Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner Whether you are investing for yourself, your family or your business, we can custom-design an investment portfolio to meet your specific needs for growth, income or capital preservation. In addition to helping manage your investments, we will help you plan your retirement, save for a family member’s education, protect your lifestyle, fund a major purchase or create your legacy. We are dedicated to being responsive to meet your individual needs. Take the next step to turn your financial goals to reality… Our Five-Step Approach 01 Discovery Meeting We learn about your goals and values to create personalized plans for investments, retirement, taxes, and estate. 02 Strategy & Mutual Commitment Meeting We design a custom strategy to meet your goals, leveraging our expertise and resources. In our meeting, we'll present the plan and solidify our commitment to working together. 03 Solution Selection & Implementation We create and share the wealth plan with our recommendations, tailored to your needs. Once choices are made, we put the investment and wealth management solutions into action. 04 Ongoing Management & Communication We continuously monitor and adjust for market changes and your evolving needs. We'll provide regular updates on transactions, positions, performance, and taxes as needed. 05 Periodic Review Meeting We'll collaborate to regularly review your Wealth Management strategy and Investment portfolio. My team and I are here to offer guidance and address your queries whenever you need. Follow us On Twitter Insightful Videos Play Video Play Video 06:05 U.S. Mid-Term Election Outlook Libby Cantrill, head of public policy, discusses the current U.S. political environment, how we think the mid-term elections are likely to go, and what it could mean for fiscal policy and the markets. Follow us for insights on economies, markets and investing: Twitter: https://twitter.com/pimco LinkedIn: http://www.linkedin.com/company/pimco Facebook: http://www.facebook.com/pimco Blog: http://blog.pimco.com Terms and conditions: pimco.com/socialmedia Play Video Play Video 46:26 Peter Lynch: The Ultimate Guide To Stock Market Investing Peter Lynch is regarded as one of the world's most successful and well-known investors. Lynch is the legendary former manager of the Magellan Fund at Fidelity Investments, a large financial agency. At the age of 33, he took over the fund and ran it for 13 years. His accomplishment allowed him to retire at the age of 46 in 1990. Lynch's investment technique has been regarded as adaptable to time's economic circumstances, but he constantly highlighted the importance of knowing what you own. Play Video Play Video 02:42 Conditions hypothécaires diversifiées Play Video Play Video 02:30 The Rule of 72 Learn how to use the Rule of 72 to determine how long it will take your money to double in any interest-bearing account. Knowledge is power! Play Video Play Video 02:55 Need to Invest Early Procrastinating is one of the most damaging things you can do when it comes to your retirement savings. But there is still time, and the best time to start planting that seed is today! Play Video Play Video 02:49 See how Life Insurance helped Henry and Stacey Wondering why to purchase life insurance? Find out how life insurance helped Henry and Stacey. https://www.bmo.com/insurance/life-insurance# For more information about BMO Insurance or our products, please consult your insurance advisor or contact us at 1-877-742-5244. Play Video Play Video 01:12 Retirement Planning with GIF 100/100 Play Video Play Video 02:13 Financial resolution: the value of an advisor Clément Gignac, Senior Vice-President and Chief Economist, shares with you the importance of working with an advisor.

Services provided include Investment Portfolio Management Services, Risk & Insurance Management services, Banking services, and Retirement Planning & Estate Strategies. Services Investment Managment Risk & Insurance Management Banking Services Retirement Planning & Estate Strategies 1 . Unlocking Your Wealth's Full Potential- Investment advice plays a vital role in wealth management, but it's only a piece of the puzzle. To achieve true financial success, you need a comprehensive approach. 2. A Multifaceted Strategy - Your financial well-being extends beyond investments. From Retirement Planning and tax optimization to retirement preparation and estate structuring, each aspect is interconnected and deserves attention. 3. Seamlessly Coordinated Solutions - Our team will collaborate with your tax and legal advisors to craft a bespoke total wealth management strategy tailored to your specific needs at every life stage. 4. Empowering Your Financial Journey - With our guidance, you can navigate the complexities of wealth management confidently, knowing that all aspects of your financial concerns are addressed with expertise and care. Contact us now to start your path towards financial prosperity. Comprehensive Wealth Management Start your Wealth Conversation Accumulating Wealth Growing your assets for future goals like retirement. Converting Wealth Creating an income stream to support your ideal retirement lifestyle. Protecting Wealth Maintaining your assets to protect your financial well-being. Transferring Wealth Creating a lasting legacy for your family or other beneficiaries. Catering to the needs of individuals, families, corporations and businesses through: Investment & Asset Management Risk & Insurance Management Banking Services* Retirement Planning, Tax Estate Strategies *Banking Products and Services are offered through referral. Schedule A CallBack Services Designed For Your Needs Includes specialized services for Businesses Owners: Business Risk and Insurance Management Business Investment and Asset Management Group Savings Plans (e.g. RRSP, TFSA etc.) for Owners and Employees Estate and Tax Strategies for Business Owners Group Life & Living Benefits Insurance, Health & Dental Plans for Owners and Employees Schedule A CallBack Follow Us On Facebook Make Informed Decisions Understanding the dynamics of today's complex financial markets is crucial for successful investing. At Heda Investments, we believe in offering you the best insights to make informed decisions. To provide you with a comprehensive perspective, we collaborate with top-tier third-party research providers and partners. Trust us to keep you informed and equipped for financial success. National Bank Insightful Videos Play Video Play Video 00:36 Tax benefits with an RRSP – Canada Life Did you know that contributing to an RRSP can lower your annual income tax? The tax benefits of an RRSP are better than you might think. View accessible version: https://share.vidyard.com/watch/oxoGYy8QNmmottS48wadYJ? Play Video Play Video 02:12 Life & Money Matters - Top Retirement Planning Concerns Peter Wouters, Director, Tax Retirement & Estate Planning Media headlines and market uncertainty have left many aging investors with the feeling “I’m worried that I won’t have enough”. In this first segment of Life & Money Matters, Peter shares some of the top retirement planning concerns among investors. Play Video Play Video 00:46 Accidental Death & Dismemberment Check the Plan Member Website https://pmw.empire.ca/pmwweb/login.jsp Play Video Play Video 03:10 How to Get to Gold Vitality status This is a training clip from Discovery showing how you can get to the top status within a few easy steps. Play Video Play Video 01:19 How does the RESP work? How does the RESP work? ia.ca/resp Play Video Play Video 03:43 Empire Life Class Plus 3.0 RRIF Play Video Play Video 02:01 BMO Guaranteed Investment Funds Play Video Play Video 00:11 Canadians and Life Insurance

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