Professional Investment & Wealth Management Services
Sunil Heda CPA (US), CIM®
Investment Advisor and Associate Portfolio Manager
Heda Investments, Manulife Wealth Inc.
Cell: 416 571 0369, Off: 905 605 7400
Email: sunil.heda@manulifewealth.ca.ca
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• Tax Efficient Investment Portfolio Management
• Customized and Professional Portfolio Construction and Monitoring
• Estate Planning / Business Succession / Charitable Giving & Legacy Planning
• Retirement Planning,/ Retirement Income Planning
• Strategic Tax Planning
"Proactive, Personalized and Professional Wealth Management Services"
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Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds.
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https://www.manulifesecurities.ca/clients/en/corporate-disclaimers
https://www.manulife.com/en/privacy-policy.html
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Company Details
- Employees
- 1
- Founded
- -
- Address
- 5451 Highway 7, Suite #206,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.hedainvestments.com
- Keywords
- Portfolio Management, Investment Management, Retirement Planning, Stocks, Bonds, Mutual Funds, GIC, Principal Protected Notes, Estate Strategies, Tax Strategies, Wealth Management Services, Tax Minimization, Non Principal Protected Notes, Legacy Transfer, Risk Management, Asset Allocation, Diversification, Retirement Income Planning, Business Succession.
- HQ
- Vaughan, Ontario
Heda Investments | Manulife Wealth Questions
Heda Investments | Manulife Wealth's website is http://www.hedainvestments.com
Heda Investments | Manulife Wealth's LinkedIn profile is https://ca.linkedin.com/company/hedainvestments
Heda Investments | Manulife Wealth has
1 employees.
View email and phone details for 1
employees at Heda Investments | Manulife Wealth.
Heda Investments | Manulife Wealth's industry is
Financial Services
Heda Investments | Manulife Wealth's top competitors are
Robert Half,
Proxima Ventures,
New Dimensions Capital,
Guggenheim Partners,
Rbc Dominion Securities,
Continuum Health Ventures,
Cibc.
Heda Investments | Manulife Wealth's categories are Financial Services
Heda Investments | Manulife Wealth's founding year is 2013
