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Tax Deductible Mortgage Canada: How to Build Elite Wealth (2026)

Advanced Wealth & Legacy, Financial Foundations / Tax Deductible Mortgage Canada: How to Build Elite Wealth (2026)By / 14 minutes of reading / January 26, 2026

🎧 Listen to the Broadcast Prefer to listen? Hear the full 51-minute breakdown of the “Physics of Wealth” on theCKMS-FM 102.7 Official Broadcast Pageor play it directly below: Your browser does not support the audio element. Most high-net-worth Canadians are losing the wealth game because they are playing by rules that expired in 1990. If you are reading this, you likely have a high income (Household $200k+), a maxed-out RRSP, […]

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Mastering Advance Care Planning: Unlock the Secret

Advanced Wealth & Legacy / Mastering Advance Care Planning: Unlock the SecretBy / 10 minutes of reading / August 11, 2025

Mastering Advance Care Planning: Unlock the Secret By Karine Diedrich Director, Advance Care Planning Canada Advance care planning (ACP) is a critical yet often overlooked aspect of healthcare that empowers individuals to make informed decisions about their future health and personal care. At its core, ACP prioritizes patient autonomy—ensuring that a person’s values, wishes, and preferences are respected even in situations where they may no longer be able to communicate

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Investment Property vs. PPOR: Which Builds Explosive Wealth Faster?

Advanced Wealth & Legacy / Investment Property vs. PPOR: Which Builds Explosive Wealth Faster?By / 8 minutes of reading / August 11, 2025

Investment Property vs. PPOR: Which Builds Explosive Wealth Faster? Investment Property vs. Principal Place of Residence (PPOR): A Comprehensive Guide to Making the Right Choice When it comes to property ownership, the decision between purchasing an investment property or a Principal Place of Residence (PPOR) is one of the most significant financial choices you’ll make. Each option comes with its own set of advantages, challenges, and long-term implications. Understanding the

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The Smartest Way to Move Your Corporation Across Provinces

Advanced Wealth & Legacy / The Smartest Way to Move Your Corporation Across ProvincesBy / 16 minutes of reading / August 11, 2025

The Smartest Way to Move Your Corporation Across Provinces Introduction Relocating your business operation across provincial borders in Canada involves more than just physical relocation and logistical planning. It’s a complex legal process requiring careful attention to compliance, registration laws, and corporate regulations. Whether you’re expanding operations to new markets, seeking a more favorable business environment, or restructuring your corporate presence, understanding the legal framework for this transition is essential

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Foreign Accrual Property Income (FAPI): Complete Guide for Tax Compliance

Advanced Wealth & Legacy / Foreign Accrual Property Income (FAPI): Complete Guide for Tax ComplianceBy / 25 minutes of reading / August 11, 2025

Foreign Accrual Property Income (FAPI): Complete Guide for Tax Compliance Introduction FAPI—Foreign Accrual Property Income—is Canada’s crackdown on tax deferral tricks using CFAs (Controlled Foreign Affiliates). Imagine claiming deductions for rent or interest earned offshore: the CRA swoops in, risking double taxation unless active management is proven. A client once hid business income in a non-resident holding company; their tax return blew up faster than a TikTok trend. Yikes! Businesses

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What is a Trust Fund? The Secret Wealth Tool Unveiled

Advanced Wealth & Legacy / What is a Trust Fund? The Secret Wealth Tool UnveiledBy / 6 minutes of reading / August 11, 2025

Custom HTML/CSS/JAVASCRIPT What is a Trust Fund? The Secret Wealth Tool Unveiled What is a Trust Fund in Canada? In Canada, a trust fund simply holds assets for someone’s benefit. Legally, when you hear “trust fund” it means there’s a settlor (person who creates the trust by putting in assets), a trustee (the manager), and a beneficiary (who eventually gets the assets). For example, if Grandma Alice puts $50,000 into

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What Is a Bare Trust? Hidden CRA Rules Explained

Advanced Wealth & Legacy / What Is a Bare Trust? Hidden CRA Rules ExplainedBy / 9 minutes of reading / August 11, 2025

What Is a Bare Trust? Hidden CRA Rules Explained Have you ever co-signed a mortgage for a family member? Or perhaps added a relative to the title of a property for estate planning purposes? If so, you might be surprised to learn you’ve likely entered the world of trusts—specifically, something called a bare trust. It’s one of the most common yet misunderstood legal arrangements in Canada. For years, these informal

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Demystifying Undepreciated Capital Cost: Avoid Costly Tax Mistakes

Advanced Wealth & Legacy / Demystifying Undepreciated Capital Cost: Avoid Costly Tax MistakesBy / 9 minutes of reading / August 11, 2025

Demystifying Undepreciated Capital Cost: Avoid Costly Tax Mistakes Understanding Undepreciated Capital Cost (UCC) in Canada In the Canadian tax system, managing the cost of capital assets is a critical aspect of financial planning for businesses and individuals. The concept of Undepreciated Capital Cost (UCC) serves as a cornerstone in this process, representing the portion of a capital asset’s cost that remains after accounting for depreciation deductions through the Capital Cost

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Wealth Planning Strategies 2025: Game-Changing for Canadians

Advanced Wealth & Legacy / Wealth Planning Strategies 2025: Game-Changing for CanadiansBy / 14 minutes of reading / August 11, 2025

Wealth Planning Strategies 2025: Game-Changing for Canadians Welcome to the definitive guide on wealth planning strategies for Canadians in 2025. In an ever-evolving economic landscape, effective wealth planning is not just about accumulating assets; it’s about strategically managing and preserving them for the future. This article delves into the key strategies, emerging trends, and crucial considerations that will shape wealth management for Canadians in the coming year. Whether you’re a

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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.

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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.

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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.

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