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Beyond filing tax return

Beyond Tax Filing: Your Year-End Strategic Tax Guide for 2025

Financial Foundations / Beyond Tax Filing: Your Year-End Strategic Tax Guide for 2025By / 14 minutes of reading / September 13, 2025

What if, instead of waiting until April to see how much you owe or how much you will get refunds, you could take decisive action now to keep more of your hard-earned money? Getting refunds means you paid interest-free loans to CRA. Read more about it here. This article is more than just a guide to filing taxes in the new year. This is your strategic playbook for the remainder […]

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A social media graphic about Canadian investment accounts, depicted as a financial toolbox. A hammer represents the RRSP, a multi-tool represents the TFSA, a power drill represents the FHSA, and an open container represents a Non-Registered account. Text on the image asks, "Which tool is right for you?" The Hexavision logo is in the corner.

The Ultimate Guide to Picking the Right Investment Account for Your Goals: (RRSP, TFSA, FHSA, Non-Reg.)

Financial Foundations / The Ultimate Guide to Picking the Right Investment Account for Your Goals: (RRSP, TFSA, FHSA, Non-Reg.)By / 21 minutes of reading / September 6, 2025

Imagine trying to build your dream home with only a hammer. You could probably put a few things together, but you wouldn’t get very far. For a solid, lasting structure, you need a complete toolbox—saws, wrenches, drills, and more, each with a specific job. Your financial life works the same way. Yet, for decades, many Canadians have been handed just one investment account as the only tool by traditional financial

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TFSA Guide 2025: Unlock the Secret to Tax-Free Wealth

Financial Foundations / TFSA Guide 2025: Unlock the Secret to Tax-Free WealthBy / 18 minutes of reading / August 19, 2025

The Ultimate TFSA Guide for Canadians (2025): Your Blueprint to Tax-Free Wealth It’s one of the most powerful financial tools available to Canadians, yet it’s hidden behind a misleadingly simple name: the Tax-Free Savings Account. That single word—“savings”—has led many to misunderstand its true purpose. Too often, it’s treated as a simple piggy bank for cash, left to earn minimal interest while its incredible potential is overlooked. Leaving a lot

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 Important financial decisions that every  Canadian should make

Financial Foundations /  Important financial decisions that every  Canadian should makeBy / 4 minutes of reading / August 11, 2025

Crucial Money Moves Every Canadian Must Make Now! Some timely decisions that we make have a great impact on our life either immediately or for the years that are yet to come. Taking a right financial decision is the best example of making a timely decision. We consider bigger commitments that are yet to come and make decisions that will be helpful for our life and family in the future.

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Old Age Security Canada 2025: What They Don’t Tell You

Financial Foundations / Old Age Security Canada 2025: What They Don’t Tell YouBy / 10 minutes of reading / August 11, 2025

Old Age Security Canada 2025: What They Don’t Tell You Old Age Security Canada (OAS) is the federal pension every Canadian receives once they reach 65, regardless of work history. Essentially, it’s a lifetime monthly pension funded by taxpayers, designed as a safety net for seniors. (Imagine it as the steady trusty old friend that kicks in at 65.) To qualify, you must have lived in Canada at least 10

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Secret Carbon Tax Rebate

Secret Carbon Tax Rebate Dates for 2025 REVEALED!

Financial Foundations / Secret Carbon Tax Rebate Dates for 2025 REVEALED!By / 8 minutes of reading / August 11, 2025

Secret Carbon Tax Rebate Dates for 2025 REVEALED! Introduction In 2025, the carbon tax rebate payments will continue to be a crucial source of financial relief for many Canadian households, particularly those in lower-income brackets. As part of Canada’s broader strategy to combat climate change while ensuring that vulnerable populations are not unduly burdened by the rising costs associated with carbon taxes, these rebates serve as a vital component of

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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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Ingrid Wolf

Director of Advanced Lending for Senior & Leverage Finance Analysis

Mortgage Broker, Originator Licence #M10001213

Ingrid Wolf is Hexavision’s dedicated mentor, an expert in advanced lending strategies, including mortgage and leverage finance, whose primary focus is to help Canadians significantly reduce their borrowing costs.

With over 35 years in the financial services industry, including 15 years specializing in mortgage brokering, Ingrid brings a profound understanding of financial strategies. Her extensive background includes a long tenure with Canada’s largest banks, notably RBC Royal Bank, where she held key roles such as Senior Account Manager and Commercial Account Manager.

Ingrid stands out by offering access to an expansive network of over 50 different lenders with hundreds of lending and mortgage options, ensuring unbiased, professional mentorship tailored precisely to your needs. She meticulously educates clients on various financial options, empowering them to make informed decisions that minimize overall borrowing expenses.

Committed to working for her clients, not the lenders, Ingrid excels in navigating complex scenarios to secure the optimal mortgage solution and turn financial dreams into reality.

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Shawn Bausch

National Director of Corporate Structures, Canadian and Cross Border Taxation, Trusts and Estates

CPA, CPA (CA), MA

Shawn Bausch is a distinguished expert in corporate structuring and tax planning. With a meticulous eye for detail and a client-centered approach, he ensures each plan is precisely tailored to meet the unique needs of our clients while aligning with complex corporate and taxation laws.

With over 15 years of taxation expertise, Shawn Bausch, Principal of SB Advisors, brings immense value to Team Hexavision. Specializing in Canadian Corporate Taxation and Cross-border Taxation, Shawn is adept at crafting corporate structures that are ideal for individuals and small to medium-sized enterprises navigating the intricacies of Canada-US operations.

Shawn’s dual expertise as both a Canadian and US CPA provides seamless solutions in cross-border tax matters, estate planning, business succession, and international tax minimization. His extensive background includes significant roles with Fortune 100 companies and public practice.

At Hexavision, we are proud to partner with Shawn to navigate the complexities of cross-border taxation, unlocking new opportunities for growth and success for our clients.

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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 the heart of our Advanced Planning, Group and Corporation Strategies, providing exceptional support and ensuring that our corporate clients feel valued and understood every step of the way. He has also developed and trademarked a series of insurance products that bring the best ideas in the insurance industry together under unique brand called Viva Health and Assure Plan.

Personal and Corporate Strategies like Legacy Banking, Estate Protector, and Retirement Protector are available to our clients as part of their journey toward financial freedom.

After many years as an Insurance Advisor, he switched paths and joined two of Canada’s top insurance companies as the Advanced Sales Director, where he spent 10 years. He is an avid reader and is always learning as can be seen in his elite professional credentials.

A passionate advocate of financial literacy, Jorge started ‘Camp Millionaire’ in Canada, a summer camp that teaches children basic life skills in money management and investing.

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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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