Investment Advisor & Associate Portfolio Manager, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.
Sunil Heda is a seasoned finance professional with over 25 years experience in the financial services industry with global financial institutions such as CIBC and presently Manulife Wealth. Sunil holds the Certified Public Accountant - CPA (US) and Chartered Investment Management - CIM® designations. Sunil has also received professional training in the Canadian Securities industry, holds the Chartered Investment Management CIM® designation and manages his Wealth Management practice in Ontario and British Columbia. Sunil is also a licensed Life Insurance Advisor in Ontario and British Columbia.
Sunil Heda finds that his holistic and long term investment philosophy, deep understanding of individual & corporate taxation and well rounded risk management experience make a unique and powerful combination. He takes a structured and disciplined approach to investment management and weaves tax and estate planning strategies in his design of client's portfolio.
‘Proactive, personalized and professional' approach underlines everything that Sunil does. Business Owners (General, Health-Care etc.), Professional Advisors (Accountants, Lawyers etc.) and Individuals (Executives, Retirees, Pre- Retiree, Affluent Families etc.) can find significant benefit from Sunil's comprehensive Investment and Wealth Management services.
Sunil Heda is married and lives in Kleinburg, Vaughan with his wife and two young boys.
Sunil Heda
CPA (US), CIM®
About
Manulife Wealth
A trusted, reputable industry leader
Backed by the global strength and security of Manulife, serving one in five Canadians, you benefit from the resources and expertise of a trusted company that offers life, health and wealth solutions.
Manulife Wealth is the name used in association with three firms who are here to help make your decisions easier and meet your financial goals:
-
Manulife Wealth Inc, an investment dealer
-
Manulife Wealth Inc., a mutual fund dealer
-
Manulife Wealth Insurance Services Inc.*, life insurance agency operating in the national accounts sales channel
*Manulife Wealth Insurance Services Inc. operates as Manulife Wealth Insurance Services Inc in the province of B.C.
Manulife Capital Markets* is Manulife’s investment banking and equity capital markets division.
Manulife Capital Markets operates out of offices in Toronto and Vancouver and provides a full range of financial advisory services to both corporate clients and financial advisors across Canada. The Manulife Capital Markets team has a broad range of expertise encompassing many asset classes and industry sectors.
Click here to learn more.
*A division of Manulife Securities Incorporated
Manulife Capital Markets
Manulife Capital Markets* is Manulife’s investment banking and equity capital markets division.
Manulife Capital Markets operates out of offices in Toronto and Vancouver and provides a full range of financial advisory services to both corporate clients and financial advisors across Canada. The Manulife Capital Markets team has a broad range of expertise encompassing many asset classes and industry sectors.
*A division of Manulife Wealth Inc.
Manulife Wealth Insurance Services Inc
Products and Services
Whatever your stage in life, Manulife Wealth Insurance Services Inc. can help you feel financially assured with a variety of insurance products to meet your specific needs – whether it’s family protection, business continuity, estate preservation or investment solutions.
Products and services include:
-
Segregated funds
-
Life insurance: term, whole life, universal life
-
Disability insurance: income replacement and business overhead protection
-
Critical illness insurance: enhanced and basic plans
-
Long-term care insurance: facility and home coverage
-
Pension plans: group retirement plans, registered pension plans, deferred profit sharing plan and registered retirement savings plans
-
Health care benefits for individuals and associations
-
Annuities: term certain, life
*Carrying on business in British Columbia as Manulife Wealth Insurance Services Inc
Manulife Financial Corporation
Manulife Financial Corporation is a leading international financial services provider that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, it provides financial advice and insurance, operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States. Through Manulife Investment Management, the global brand for its global wealth and asset management segment, it serves individuals, institutions and retirement plan members worldwide. At the end of 2023, it had more than 38,000 employees, over 98,000 agents, and thousands of distribution partners, serving over 35 million customers. Manulife trades as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.
