Testimonials

"We are absolutely overwhelmed and delighted with your service. It is really satisfying to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed us was the way Sunil ‘Bhaiya’(Big Brother) took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your approach.
I gladly recommend your services to whoever and whenever possible.
Thank you Sunil Bhaiya for all the help 😊"

"We are very happy to have Sunil as our financial advisor. We really appreciate his professionalism and sincere participation. Communicating with Sunil is more like talking to a friend who has knowledge of finance and wants to help. He is very informative and always organized. We are very pleased to see our portfolio growing and feel secure about our investments.

We would highly recommend Sunil to all our friends and family members as a trusted financial advisor

Thank you Sunil!"

"Sunil has done a great job managing my portfolio. We were new to Canada and he helped us navigate the multiple investment options here. He is responsive with timely communications and brings forward solutions with long-term thinking."

"Mr. Sunil Heda has been maintaining my portfolio for about 6 years now and I have nothing but great experiences with him. Stock market goes up & down but the consistency in performance & watchful actions is what matters to me. Mr. Heda has been very vigilant about my investments and has been transparent about the performance. I value his knowledge, expertise and experience in investing. I like him a lot due to transparency of his actions and words. All the best Mr. Sunil Heda."

"Sunil is a dynamic personality who has always given me his best professional advice
over the years. He is invested deeply in the relationship more than the money I have
entrusted him with. I wish him and his team all the very best!"

"Sunil has been handling our portfolio for the last 2 years and despite the pandemic and the downward spiral that we saw in March 2020, the portfolio has shown significant growth.

We are very happy with his services. He is very prompt in his responses and is very thorough in his explanations and really sympathetic and understanding towards our needs.

He has managed to tailor the portfolio with minimum the risky investments and invested in safer stocks and Companies. He has fulfilled all our needs.

We happily recommend Sunil as an advisor. "

"Sunil is an excellent financial advisor with in-depth knowledge of the industry. He would make sure that your investment grow substantially and would answer all your questions spontaneously. We would definitely recommend Mr Sunil Heda for investment needs."

"Sunil Heda has been my family's Investment Advisor for 6+ years.
He is always available to answer our queries and doubts. Sunil bases his recommendations on our personal requirements and takes care to invest accordingly. He monitors our portfolios closely and makes timely advise based on the market activity.
I would certainly recommend Sunil's name to anybody who is looking for an Investment Advisor."

"Sunil took over our investments nearly 2 years ago at Manulife Securities and since then we have seen significant growth in our investments. I am really impressed with the level of his engagement and wealth of knowledge that he has shared with us. He always responds in a timely manner and provides the guidance we have needed with our investments. Sunil is a kind person who you can trust. We would highly recommend Sunil!"

"Time is essence and that’s the beauty of Sunil Heda. The time bound advises and highly commendable follow ups make Sunil a bright star to rely in dark sky night out there.
Though my portfolio account might not be of big amount with restrictions to limited accounts types when compared to high net worth accounts he is managing, still the professional services were delivered with same spark.
Best wishes and Tons of thanks to him for his services so far."

"Sunil has managed my portfolio for past many years. We have seen stable growth in our investments. Sunil has great experience and knowledge. It is easy to reach and discuss with him. He will manage the portfolio per the guidelines provided and will review the performance every year and as and when required. Which is great."

"I am extremely happy with the services provided by Heda Investments. Sunil is thorough, sincere, honest and have indepth
knowledge of the industry.
I would highly recommend him to my friends & family members as trusted insurance provider."

“I had a great experience investing with Sunil. His expertise and guidance helped grow my investments over the years, even through some turbulent market years! It was a pleasure working with Sunil!”

"Working with Sunil has been extremely flawless, just what you need when you are looking to get your financials professionally managed. The entire experience was very process driven and informative to understand all the available options. Would recommend to anyone looking to get their financial portfolio professionally managed."

“When I was looking for a financial planner, I wanted someone with solid professional experience and is worthy of my trust. Sunil’s professionalism was highlighted in our first meeting, and he had a solid resume. Trust comes with time. Sunil listened to my investment goals and concerns. Then he made suggestions as to how he would invest my funds.
Once I made the move to work with Sunil it did not take long to see his professionalism and his ability to work with my hesitancy on getting my investments reorganized and on track for better returns. He also offered as much communication with him directly as I wanted/needed. Sunil has been my financial planner for almost 3 years. And with each passing year I trust Sunil’s skills and professionalism to invest, monitor and manage my funds responsibly and still earn a decent return. And that, he has done.”

“Sunil Heda has been my family's Investment Advisor for 6+ years. He is always available to answer our queries and doubts. Sunil bases his recommendations on our personal requirements and takes care to invest accordingly. He monitors our portfolios closely and makes timely advise based on the market activity. I would certainly recommend Sunil's name to anybody who is looking for an Investment Advisor.”

“Dear Sunil, The Value you bring in truly increases customers' confidence in you and trust in your company's offerings. Your service levels are above par that I have already shared my positive experience with my friends. your Investment Management is quite effective in devising strategies and executing trades within a financial portfolio. Cheers”

“To start with, I had investment with TD and RBC for last 7 years. I did investment on regular basis for the tax saving purpose and for the better future and education for my kids. I have experienced that after the initial investment there is no call back or review by the investment advisor that hoe your investment doing and what’s the new strategy based on the Canadian and US market conditions. They suggest you investments on the basis of your risk-taking capabilities at the time of investment. This year I met a nice gentleman Mr. Sunil Heda and discussed about his services. I was really impressed about his professionalism and the subject knowledge. I decided to move all investments into a portfolio under his guidance and operation.
I can recommend his services to anyone who wants to invest in the best and advisable financial instruments suitable to an individual or corporation profile. He has lots of professional certification and affiliation which is adding value to his immense knowledge. He is thorough gentleman and professional. He has a wide range of products to offer from banking, investments, insurance etc.”