Sunil Heda, CPA (US), CIM®

Portfolio Manager and Investment Advisor, Heda Investments, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

[Sunil Heda, CPA (US), CIM® @SunilHeda]

An Active Manager’s Lens Into Private Investment Grade Credit

The rise of private markets has brought new attention to private investment grade (IG) credit.

#insuranceoptions #investment #lifeassurance
https://t.co/LVdQA8vKGd

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Webinar - Your retirement income sources - Tuesday, April 21, 2026

Personal savings, group retirement plans, and income from other sources—navigating through all the available options might be confusing.

#securefuture #retirementplan #incomeforlife
https://t.co/3ch3YippMD

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Webinar - Tax planning strategies for your savings - Monday, April 20, 2026

Do you want to know more about how your savings can help you save money on taxes?

#taxconsulting #taxfreegrowth #taxlaws #investment
https://t.co/jyFma4F6uM

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Income Strategy Update: Seeking Stability With High Quality Fixed Income

Uncertainty remains high, but so are bond yields, leading to attractive opportunities for active investors.

#fixedincome #financialstrategy #economicstability
https://t.co/K7uFfrmEIr

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Webinar - Estate planning basics—getting a head start on the future, Saturday, April 18, 2026

There’s never a better time to start thinking about planning your estate than right now.

#estateplanning #legacywealth #estateinvestment
https://t.co/2f170MfUGg

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Webinar - Tax planning strategies for your savings - Friday, April 17, 2026

Do you want to know more about how your savings can help you save money on taxes?

#taxplanning #incomesplitting #savings #taxlaw
https://t.co/NRnUZq7LHt

[Sunil Heda, CPA (US), CIM® @SunilHeda]

EU–U.S. Trade Deal: Reduced Risks, but Still a Headwind for Europe

The U.S. will charge a 15% tariff rate on the vast majority of EU goods.

#tradedeal #tariff #investmentbehavior #forecasts
https://t.co/azjW4Ojb4O

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Prevent and protect

Prevent & Protect - Online financial fraud is a growing international criminal enterprise.

#financialfraud #scammers #economicpolicy
https://t.co/Y9Upl56x5Q

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Webinar - Tax planning strategies for your savings - Wednesday, April 15, 2026

Do you want to know more about how your savings can help you save money on taxes?

#savings #taxconsulting #taxfreegrowth
https://t.co/RtNHBsYpuH

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Webinar - Save or pay down debt? - Wednesday, May 13, 2026

When you have competing priorities, where do you put your money? Do you save for the future or get rid of your debt?

#financialontrol #debtfreedom #debtconsulting
https://t.co/hqwPpoHyAh

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Income Strategy Update: Focus on Stability Amid Turbulence

This period of volatility is unique in that it is related to a conscious policy decision and style of implementation rather than an exogenous shock.

#fixedincome #financialstrategy #economic

https://t.co/Ne0GP8JqMH

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Webinar - Making sense of retirement savings plans - Friday, May 8, 2026

Retirement plans are important. How do they work and how do they work together?

#retirementplan #savings #comfortablefuture
https://t.co/M7ekEAG7Yb

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Market Update Q1 2026

Q1: Headline-driven volatility returns

The first quarter of 2026 was unsettled for investors, as both the S&P/TSX Composite Index and S&P 500 Index touched record highs early.

#Q1FY2026 #MarketUpdate #financialmarkets
https://t.co/SlZ1xjlONn

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Why Tariffs Are Here to Stay (And What That Could Mean for Investors)

Investors seem more comfortable with the idea of tariffs, but they’re still likely to play a key role in the direction of financial markets.

#investing #Interestrates #Tariffs

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Webinar - Building your emergency fund - Friday, April 10, 2026

What is an emergency fund and why should you have one? How much should you save?

Join this webinar to learn more and get started.

#emergencyfund #retirementplans #securefuture

https://t.co/l9HPRSaTx7

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Webinar - Save or pay down debt? - Wednesday, May 6, 2026

When you have competing priorities, where do you put your money? Do you save for the future or get rid of your debt?

#debtsuccess #debtchallenges #financialcontrol
https://t.co/xRZGAvUapu

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Why global government bond yields have risen

Government bond yields have been rising across the globe since markets returned to risk-on mode following early April’s surge in market volatility.

#Bonds #investing #fixedincome
https://t.co/r0VMdZiUzR

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Easter Monday

#eastermonday #eastermondayholiday #eastermonday2026
https://t.co/s4jlIAsG4J

[Sunil Heda, CPA (US), CIM® @SunilHeda]

Webinar - Your retirement income sources - Monday, April 6, 2026

Personal savings, group retirement plans, and income from other sources—navigating through all the available options might be confusing.

#investmentdecisions #retirementincome #webinar
https://t.co/tFZJ2qOQth

[Sunil Heda, CPA (US), CIM® @SunilHeda]

How to navigate your first home purchase

There are few financial decisions you’ll ever make that are as impactful—and potentially stressful—as your first home purchase.

#Firsthome #Homeloan #Debttrap
https://t.co/vY53wrWgBD