Sunil Heda

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.