Testimonials

"Sunil Heda has proven to be a competent, trustworthy and valuable financial advisor. Based on my experience with Sunil and other past experiences, I would highly recommend him."

"Sunil Heda has managed my investment portfolio for the past eight years.

During this period the portfolio has grown a significant percentage because of his skillful ability to transact at the appropriate time and in the appropriate securities.

Mr. Heda comes to this area of work with excellent skills.

I can confidently recommend him as a Financial Advisor for Investment portfolios."

"My Investments, pension funds, RRSPs were with various institutions and I was loosing track of it; wasn’t aware that consolidation can be done.

Sunil explained the possibilities, helped with operational procedures to bring all investments under consolidation & helped me to appreciate & enjoy seeing my funds growing.

Thanks a lot Sunil."

"Thanks for providing us excellent services. Sunil responds to every email within minutes & takes best efforts to understand & answer all queries."

"I am extremely happy with the services provided by Sunil. He is always alert with conditions and up to date in knowledge of current financials and investments. I will be pleased to recommend his name to my friends and families."

"Sunil has done a great job managing my portfolio, not just in terms of the positive steady growth I have enjoyed, but the highly tailored service, advice and options Sunil brings forward. It has been a positive experience from managing my own portfolio."

"Sunil shows professionalism, patience and a certain level of detail which is assuring. He is responsive with timely communications with his clients. He brings forward solutions with long-term thinking keeping in view the client requirements."

"Sunil Heda has given me very good advice and structured an effective investment strategy, based on an assessment of risk tolerance, to meet my income needs and asset growth objectives. He has provided me with clear and well researched analysis of market conditions and available investment options.

Sunil is friendly, responsive and proactive in carrying out actions and servicing my portfolio. He is a thoroughly reliable professional who also adds value by regularly keeping me informed with market updates and relevant investment related publications of interest.

Sunil is a high quality Investment Advisor"

"It was a pleasure working with sunil who seemed to have all the answers to our health & financial insurance questions. Sunil always goes beyond & above to find the right product for my family, he is professional & knowledgeable in his career.

*Outstanding Service*

I would highly recommend Sunil to my friends & family members.

Thank you Sunil."

"Warren Buffet maintains 'Risk comes from not knowing what you are doing'. In these busy times common investor is very ignorant and finds it challenging to keep pace with the performances of all contemporary corporates and mushrooming startups. Hence the quest for honest and sincere experts to identify opportunities to park hard earned savings in a fruitful way.

Enter Sunil Heda!!

Sunil's relentless efforts impressed me. His sincerity and integrity is unquestionable. His expertise is established by his in-depth knowledge backed by his rich experience. Historically, he has showcased his mettle and produced results for me. Following Buffets tenet, I invested in something I know - meaning, I've invested in Sunil's expertise and again following Warren Buffets prophecy, forgotten about my investment for long run with an unwavering belief that I shall come out triumphant.

Thank you for your help Sunil."

"Sunil is well experienced with investment and insurance field in Canada & US. He has earnest urge to do well for all his customers in terms of optimal returns on investments & required insurance to protect families.;

"He was patient, sincere & honest while detailing various investments options, risks associated and the ways to mitigate risks to possible minimum. I am happy with the investment options he chose for us & it’s consistent returns."

Thanks a lot Sunil."

"Sunil Heda is thorough, knowledgeable and trustworthy. We appreciate his depth of knowledge, skill and no pressure style. We would recommend him highly."

"Sunil is thorough professional and explained to us well with various insurance options. He had been very patient with our queries and helped us to navigate through various choices and in the end we felt that we made a good choice. I recommend him as a trusted insurance advisor."

"I would like to say that I have been very happy with the service I have received and the professionalism that I have encountered when dealing with Sunil Heda over the years.

Sunil has made a real difference in our lives by providing advice to better understand our needs in retirement. We now have a great management plan to have a secure financial future in retirement.

Thank you, Sunil. I couldn't have had a better financial advisor. You have always been happy, thoughtful and a great mentor."

"I met sunil at community event and our conversation steered towards financial solutions. His erudite knowledge on a multitude of financial services attracted us to go for an initial discussion with him.

We had a financial advisor, but we found sunil understood our short-term goals and long-term objectives with a much greater clarity along with a strong willingness to help us achieve all of them.

In all subsequent discussions and transactions, Sunil always guided us as his family member, and we were always a top priority for him.

We slowly and steadily moved our investment portfolio of RRSPs, TFSAs, RESPs, Insurance and Non registered investments to sunil. The slow and steady approach was determined as we got to see how well he was managing our investments and how impressively the portfolio was managed to optimize maximum returns even in adverse times, all with a very low fee.

All guidance and advise received from Sunil, his management of our investment portfolio, his client- first attitude and an undying will to help his clients achieve their financial objectives is noteworthy.

We, after a 2+ years’ experience on transacting and working with sunil would strongly recommend him to our friends and families.

Thanks for the awesome journey Sunil ‘Bhaiya’ and we hope to go miles ahead with this relationship.

Please accept our sincere thanks (Bhaiya is a Hindi word for Brother, to signify our immense respect for him)."

"Sunil has recently completed my Retirement Financial Plan. During all the personalized workshops he conducted with me and my wife, he was diligent, through, and professional in his approach. The final deliverable was a document validated and signed by a Certified Financial Planner, with multiple alternatives, projected life events and detailed year by year cash flows. I will be using the recommended alternative to work out my retired life. It gives me the confidence that I will be able to survive at my current lifestyle, in this age of uncertainties, high taxes, ever-increasing inflation and ever-decreasing government benefits to retired people. I would recommend any prospective retiree, who has not already done so to get in touch with Sunil and work out their retirement."

"My wife and I have known Sunil for the last 10 years and have been impressed with his patience, professionalism and knowledge. As our circumstances change, he has advised us on how to tweak our planning to make the best. Now both our daughters have started their retirement planning with Sunil and we feel confident that his advice will serve all of us well.

We highly recommend Sunil for anyone who is looking for a good financial advisor."

"I came to know Sunil through my association with Konkani association. The first thing that came across through that meeting was being sincere and presenting an approach to investments to suit your needs.
Over the later period though many dealing with Sunil and that initial impression of being down to earth sincere approach to meeting client’s needs has crystallized. Another thing I like about Sunil is he is ready to engage in discussions for mutual benefit.
Sunil comes across as someone who does his homework in depth for client’s investment needs."