Sunil Heda, CPA (US), CIM®

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 zurl.co/PmTPc

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 zurl.co/tRprO

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 zurl.co/Dauqf

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 zurl.co/BOpxh

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 zurl.co/v18L8

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 zurl.co/HAIbx

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 zurl.co/Q09DH

Prevent and protect Prevent & Protect - Online financial fraud is a growing international criminal enterprise. #financialfraud #scammers #economicpolicy zurl.co/mUKxG

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 zurl.co/Pv7se

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 zurl.co/rcUfX

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 zurl.co/ep50d

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 zurl.co/m8mLS

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 zurl.co/4m7iO

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

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 zurl.co/DweVl

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 zurl.co/tS9pB

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 zurl.co/8HOPB

Easter Monday #eastermonday #eastermondayholiday #eastermonday2026 zurl.co/vGU7h

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 zurl.co/anhfP

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 zurl.co/sNdB2