Manulife Wealth
Sunil Heda, CPA (US) and CIM®, brings extensive expertise in investment and wealth management, currently serving as a Portfolio Manager and Life Insurance Advisor at Heda Investments and Manulife Wealth since December 2015. With a focus on discretionary portfolio management, tax-efficient investment strategies, retirement and estate planning, and business succession, Sunil collaborates with individuals, families, and businesses in the Greater Toronto Area to create and preserve wealth. Sunil's prior roles include Investment Advisor at RBC Dominion Securities, Director of the Managing Committee at The Institute of Chartered Accountants of India - Toronto Chapter, and leadership positions in risk management and information security at prominent financial institutions including CIBC and Citibank. Sunil's educational credentials include multiple professional designations and advanced training in accounting, internal audit, and information security risk management.
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Manulife Wealth
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For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and strategies for every stage of their life. As a client of Manulife Wealth, you benefit from the resources and expertise of Manulife, the global parent company. Since 1887*, Manulife serves one in four Canadians** and has over $1.3 trillion (US$1.0 trillion) in assets under management and administration at the end of 2022+. We work with more than 1,000± independent advisors across the country and we’re ready to help you invest in your future. To read our disclaimers, go to: https://www.manulifewealth.ca/clients/en/corporate-disclaimers