Origin Story: Why We Started Hexavision

Empowering Financial Freedom For Canadians

We understand that navigating your financial journey in Canada can feel daunting. We are here to change that—one plan at a time.

The Story So Far: Becoming a Changemaker

At Hexavision, we don’t wait for change to happen; we take initiative. We support those who inspire us, and the impact we make expands with the size and support of the Hexavisionary community.

The Hexavisionary Community includes individuals, groups, and service partners doing the work, clients and customers building our network, and product providers and mentors uplifting possibilities. As a community, we are actively tackling challenges in areas ranging from financial education to wealth transfer, cash flow and tax mastery, and the transformation of the generational future—all with a shared mission to create financial freedom for Canadians.

We are nimble, creative, curious, and focused on making a positive impact in our community. We are daring to take a stance, start something new, and challenge massive legacy systems. We are a startup disrupting the status quo across Canada.

"Our mission is clear: To be the leading financial solution provider through uncompromising innovation and excellence."
Our Founder's Vision

The Shocking Discovery

The incredible journey began in April 2016 when Sunny Kochar, then a newcomer to Canada from India, was introduced to the world of microloans while exploring business franchising opportunities. What he found sparked a vision—to shift away from short-term fixes and instead build a long-term path to freedom.

He was truly shocked by the staggering interest rates associated with these loans legally. (Yes, this is not a typo).

391%

Annual Percentage Interest Rate (APR)

$300 Borrowed for 2 Weeks = $45 interest.

Credit Cards: 19.9%
Mortgages: ~3.5%

This revelation highlighted a massive problem in the Canadian retail financial landscape and ignited a desire to understand the industry from the inside—to learn its true mechanics and hidden truths.

The Turning Point

From uncovering industry secrets to launching a nationwide mentorship program, here is how Hexavision was built.

The Inside Look

Uncovering The Industry

Sunny spent three years inside an MLM-style financial marketing agency, uncovering insider strategies. This experience was invaluable, showing him exactly “what not to do for clients” and how “not-so-good advice is often pushed to friends and family.”

Sept 2019

The Hexavision Idea

Fueled by a desire to “do good to as many fellow Canadians,” the concept for a completely independent, ethical path and the mentorship program was conceived.

Jan 2020

The Official Launch

The Hexavision Mentorship program officially launches. We began actively helping Canadians rethink traditional wisdom—and have fun doing it—while guiding them toward true financial freedom.

2022 & Beyond

National Expansion

We expanded by obtaining multiple provincial licenses and bringing on board like-minded independent professionals in wealth management and taxation, all aligned with our mission.

The Solution

The Hexavision Mentorship Advantage

We believe that everyone deserves access to the financial knowledge and tools needed to achieve their goals. That’s why the core of our offering is provided at no cost to the client.

This isn’t just a service; it’s our commitment to democratizing financial education in Canada.

The program’s primary focus is on achieving retirement readiness and equipping you with a comprehensive body of financial knowledge. We guide you through essential areas like:

Financial Planning

Wealth Building

Debt Management

Insurance Protection

Estate Planning

More Than Numbers — A Mindset Shift

To make your journey structured and understandable, we utilize our proprietary Retirement Project Planning and Management System (RPPMS). This system provides tools, resources, and premium solutions designed to help you achieve financial freedom in a clear, compliant, and strategic way.

A unique aspect is helping you leverage existing resources—like tax deductions and mortgage payments—to generate additional cash flow. Beyond the technical, our program emphasizes a shift in mindset and relationship with money. We provide clarity and confidence, empowering you to make informed decisions about your finances.

Start Your Journey Today

Our ultimate goal is ambitious but deeply meaningful: to achieve generational transformation in financial well-being and create lasting change across Canadian households.

Join us on this journey to redefine financial freedom and make empowered decisions with your hard-earned money. Together, we can create a brighter, more secure future.

Licensed to sell financial products across 7 Canadian provinces

Ontario Alberta Quebec New Brunswick Saskatchewan Nova Scotia British Columbia
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Tajinder Puri

National Director of Corporate Structuring and Cross-Border Taxation

CPA (CAN/USA), CA

With over 26 years of experience as a Senior Tax Auditor for the Canada Revenue Agency (CRA), Tajinder Puri is a distinguished authority in tax and strategic business structuring. He brings an unparalleled “insider’s perspective” to the Hexavision Team. Tajinder’s clinical eye for detail ensures that our clients’ wealth architecture is not only tax-efficient but stress-tested against the highest level of regulatory precision.

Throughout his two-and-a-half-decade career with the CRA, Tajinder specialized in high-stakes areas including international taxation, cross-border transactions, and tax planning for multinationals. He is a recognized expert in transfer pricing, inter-corporate reporting, and base erosion transactions—sophisticated domains that allow him to identify and neutralize “wealth leakage” for high-achieving families and corporate entities.

Tajinder’s global expertise is backed by an elite set of credentials, including CPA designations in both Canada and the USA, and a Chartered Accountant (CA) designation from India. This dual-border mastery provides Hexavision clients with seamless solutions for international tax minimization, business succession, and complex estate planning.

At Hexavision, Tajinder leads our tax division. He is dedicated to uncovering hidden structural inefficiencies and implementing the advanced, audit-proof strategies required to help our clients stop money leakage and achieve Total Financial Freedom.

Anil (Andy) Sud

General Insurance Specialist & Financial Freedom Consultant

General Insurance Specialist, Financial Consultant

Anil (Andy) Sud is a highly experienced Insurance Consultant with over 42 years in the customer service field. Known for his dedication, reliability, and in-depth knowledge, he brings a passion for exceptional client care to both life and non-life insurance sectors.

Andy excels at building long-lasting, trust-based relationships with clients, approaching each interaction with genuine empathy and a commitment to helping others. His attention to detail ensures clients receive personalized, well-thought-out solutions, while his careful handling of sensitive information provides peace of mind.

Andy’s extensive experience includes working with clients from diverse backgrounds and communicating effectively through face-to-face meetings, online channels, phone calls, and email correspondence.

A skilled communicator, he is fluent in English, Hindi, Urdu, Punjabi, and Dogri, which helps him connect deeply with a broad range of clients. Andy’s dedication to client satisfaction and deep expertise make him a valuable asset in the insurance industry.

Jorge Ramos

National Director of Advanced Planning, Group and Corporation Strategies

CFP, CSA, CLU, CHS, TEP, Life License, Securities License, RIBO License,

Jorge Ramos is an elite strategist specializing in trust and estate architecture and complex corporate wealth preservation. As a Trust and Estate Practitioner (TEP) and Certified Financial Planner (CFP), Jorge brings an institutional-grade level of expertise to the Hexavision team, ensuring that our clients’ wealth is not only grown but protected for generations.

With over a decade of leadership experience as the National Director of Advanced Planning for two of Canada’s largest financial institutions, Jorge has spent his career at the intersection of high-level strategy and clinical execution. He is a master of navigating the complexities of multi-generational wealth transfer, corporate structuring, and the design of “Legacy Fortresses” that shield family assets from unnecessary erosion.

At Hexavision, Jorge serves as the heart of our implementation process. He doesn’t just design advanced solutions; he leads the execution, ensuring that the theoretical blueprint becomes a functioning financial machine. His ability to translate complex estate laws and tax-efficient structures into actionable steps provides our clients with the absolute certainty that their plan is being built to the highest standard of precision.

Beyond his technical mastery, Jorge is a passionate advocate for financial literacy. He is the founder of ‘Camp Millionaire’ in Canada, a program dedicated to teaching the next generation the foundational life skills of money management. His commitment to education and his clinical approach to strategy make him an indispensable partner in our clients’ journey toward Total Financial Freedom.

Kanwaljit (Sunny) Kochar

CEO & Founder of Team Hexavision, Retirement Planning and Management Specialist

B.Com, PMP, CBAP

Kanwaljit (Sunny) Kochar is the visionary force behind Hexavision, boasting over 30 years of experience across various industries. His diverse background and innovative approach to retirement planning and management have empowered countless Canadians to achieve their financial dreams.

As a personal financial coach, Sunny collaborates with a team of like-minded professionals to help Canadians grow their wealth three times faster. His holistic strategy not only focuses on getting clients out of bad debt but also on achieving total financial freedom.

Sunny’s approach allows clients to retire early and wealthy without the need for strict budgeting, enabling them to enjoy life’s pleasures—whether that’s taking vacations, treating their kids, or spending quality time with family.

His passion for financial empowerment and commitment to his clients’ success make him a trusted partner in their journey towards total financial freedom.