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 Niche
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
Manulife serves one in four Canadians as of Dec 31, 2022
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Sunil Heda, CPA (US), CIM®
Heda Investments
Investment Advisor and Associate Portfolio Manager,
Manulife Wealth Inc
Life Insurance Advisor,
Manulife Wealth Insurance Services Inc.