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Is HST on Commercial Property Crushing Your Dreams? Learn How!

Advanced Wealth & Legacy / Is HST on Commercial Property Crushing Your Dreams? Learn How!By / 16 minutes of reading / August 11, 2025

Is HST on Commercial Property Crushing Your Dreams? Learn How! Introduction: Understanding HST in Commercial Real Estate Navigating taxes in commercial real estate can be daunting, especially with the Harmonized Sales Tax (HST) adding an unexpected layer of complexity. Imagine tackling the purchase price of a warehouse; that 13% rate slams down hard! It blends Federal GST and Provincial PST, launched on July 1, 2010, to harmonize the system—yet it […]

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Inheritance Tax Canada: The Hidden Trap Exposed!

Advanced Wealth & Legacy / Inheritance Tax Canada: The Hidden Trap Exposed!By / 14 minutes of reading / August 11, 2025

Inheritance Tax Canada: The Hidden Trap Exposed! Understanding Inheritance and Taxes in Canada: What Happens When Someone Passes Away? When someone passes away, you might wonder what happens to their money, assets, or property—and whether taxes come into play for those receiving inheritance. In Canada, the rules around this can feel perplexing, but I’ve navigated these waters as a Certified Estate Planning Expert and seen how families handle it firsthand.

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Are Gifts Taxable in Canada? Avoid This Costly Mistake!

Advanced Wealth & Legacy / Are Gifts Taxable in Canada? Avoid This Costly Mistake!By / 13 minutes of reading / August 11, 2025

Are Gifts Taxable in Canada? Avoid This Costly Mistake! Understanding the Legal Definition of a Gift In Canada, a gift is defined under the Federal Court of Appeal as a voluntary transfer of personal property or assets given freely by one person to another, without consideration (something in return). According to Black’s Law Dictionary, it’s a gratuitous act—meaning no contractual obligations or expectation of repayment exists. However, nuance matters: in

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What Is an LLC in Canada? Costly Mistakes to Avoid!

Advanced Wealth & Legacy / What Is an LLC in Canada? Costly Mistakes to Avoid!By / 12 minutes of reading / August 11, 2025

What Is an LLC in Canada? Costly Mistakes to Avoid! What is an LLC in Canada? An LLC (Limited Liability Company) in Canada isn’t technically called an LLC—it’s structured similarly to a hybrid business entity blending features of a corporation and a partnership. Unlike a traditional corporation, which faces corporate taxes and double taxation on dividends, an LLC operates as a pass-through entity for tax purposes. This means profits and

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Who Can Put a Lien on Your Property in Ontario? – Alarming Truth!

Advanced Wealth & Legacy / Who Can Put a Lien on Your Property in Ontario? – Alarming Truth!By / 9 minutes of reading / August 11, 2025

Who Can Put a Lien on Your Property in Ontario? – Alarming Truth! Who can file a lien on a property in Ontario? In Ontario, several entities can place a lien on your property if you owe them money. This includes government organizations like the Canada Revenue Agency (CRA), which can enforce a tax lien for unpaid taxes. If you’ve defaulted on a loan, banks or other financial institutions may

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How to Open a Holding Company in Canada: Success Secrets

Advanced Wealth & Legacy / How to Open a Holding Company in Canada: Success SecretsBy / 10 minutes of reading / August 11, 2025

How to Open a Holding Company in Canada: Success Secrets The Role and Structure of Holding Companies in Canada A holding company, often referred to as a holdco, is a unique business entity that primarily exists to own and control other companies or subsidiaries. Unlike a traditional operating company (opco) that manufactures, sells, or runs day-to-day operations, a holding firm focuses on managing assets, investments, and ownership of shares in

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Numbered vs. Named: Company Success Secrets

Advanced Wealth & Legacy / Numbered vs. Named: Company Success SecretsBy / 9 minutes of reading / August 11, 2025

Numbered vs. Named: Company Success Secrets What Is a Numbered Company? A numbered company is a business entity identified by a randomly assigned name consisting of an incorporation number and a legal element like Limited, Corporation, or Inc. This structured numbering system simplifies the corporate registration process, avoiding the need for name selection or adherence to a corporate naming convention. Unlike named companies, there is no naming requirement, and an

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Dividend Tax Credit

What Is the Dividend Tax Credit in Canada? Maximize Gains!

Advanced Wealth & Legacy / What Is the Dividend Tax Credit in Canada? Maximize Gains!By / 20 minutes of reading / August 11, 2025

What Is the Dividend Tax Credit in Canada? Maximize Gains! The Federal Dividend Tax Credit is a non-refundable credit that helps shareholders reduce the tax owed on the income they receive from shares. This credit is specifically designed to alleviate the issue of double taxation on dividends. When a Canadian corporation distributes profits to its shareholders, it pays corporate tax on the underlying income. As a result, shareholders are not

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The Essential Guide to Family Trusts in Canada You Need

Advanced Wealth & Legacy / The Essential Guide to Family Trusts in Canada You NeedBy / 41 minutes of reading / August 11, 2025

The Essential Guide to Family Trusts in Canada You Need In Canada, family trusts play a vital role in securing the financial future and estate planning. It is an essential tool for protecting your family’s wealth and ensuring a smooth transfer of assets and wealth to future members of the family. As family trust is considered a separate legal entity, which allows for strategic structuring and maintaining of assets. This

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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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