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CPP & OAS Secrets: Unlock Early, Wealthier Retirement

Knowledgebase / CPP & OAS Secrets: Unlock Early, Wealthier RetirementBy / 22 minutes of reading / August 11, 2025

CPP & OAS Secrets: Your Key to Retiring Early & Richer in Canada Feeling that itch to trade deadlines for dreamlines? If you’re a Canadian professional or business owner eyeing retirement in the next 5-10 years, you’re likely wondering how to make it happen without sacrificing your lifestyle. One of the biggest (and often most confusing!) pieces of that puzzle is figuring out your Canada Pension Plan (CPP) and Old […]

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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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6 Liberal Platform Changes & Your Canadian Retirement Plan (2025)

Financial Foundations / 6 Liberal Platform Changes & Your Canadian Retirement Plan (2025)By / 11 minutes of reading / August 11, 2025

6 Liberal Policy Shifts & Your 2025 Retirement Plan 4o 6 Liberal Policy Shifts & Your 2025 Retirement Plan 4o The 2025 Liberal Party platform, titled “Canada Strong,” has been unveiled, and it brings several proposals that could significantly shape your financial landscape. Here at Hexavision, we believe knowledge is power, especially when it comes to your financial well-being. So, think of us as your friendly financial guides as we

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What is a Parcel of Tied Land (POTL)? A Comprehensive Guide for Canadians

Financial Foundations / What is a Parcel of Tied Land (POTL)? A Comprehensive Guide for CanadiansBy / 16 minutes of reading / August 11, 2025

What is a Parcel of Tied Land (POTL)? A Comprehensive Guide for Canadians In the complex landscape of Canadian real estate ownership structures, Parcels of Tied Land (POTLs) represent a unique hybrid that combines elements of freehold ownership with shared responsibilities. As of 2025, these property arrangements continue to evolve within the Canadian real estate framework, particularly in Ontario where legislative updates have refined their governance. POTLs offer property owners

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T3, T4, T4A, T5 Tax Slips Explained for IT Filing 2025

Financial Foundations / T3, T4, T4A, T5 Tax Slips Explained for IT Filing 2025By / 23 minutes of reading / August 11, 2025

T3, T4, T4A, T5 Tax Slips Explained for IT Filing 2025 TLDR As deadline for filing your 2024 Canadian tax return approaches, you want to ensure that you’re prepared. Introduction: Overview of Canadian Tax Slips In the Canadian income tax system, tax slips like T3, T4, T4A, and T5 are the unsung heroes of accurate tax reporting. These documents, churned out by payors such as employers, financial institutions, and trusts,

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Financial Planning For Millennials In 2025: Proven Tips

Financial Foundations / Financial Planning For Millennials In 2025: Proven TipsBy / 32 minutes of reading / August 11, 2025

Financial Planning For Millennials In 2025: Proven Tips Introduction to Financial Planning for Millennials In 2025, millennials (born 1981–1996, aged 29–44) are at a pivotal moment in their financial journey. Facing economic uncertainty, evolving spending habits, and significant life decisions, they must adapt their financial planning to secure a stable financial future. This report synthesizes recent developments, including a J.D. Power study from April 2025, a Securian Financial survey from

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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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$300 Federal Payment Canada 2025: Everything You Must Know

Financial Foundations / $300 Federal Payment Canada 2025: Everything You Must KnowBy / 16 minutes of reading / August 11, 2025

$300 Federal Payment Canada 2025: Everything You Must Know The Canadian government’s announcement of a $300 federal payment in 2025 has sparked both relief and skepticism among Canadian residents. For many, this one-time payment is seen as a much-needed financial contribution to combat the increasing cost of living and relentless economic hardships. Families facing financial pressures—from skyrocketing food prices to rising utilities—are eager to claim this benefit. However, questions linger:

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How Much Do Financial Advisors Really Make Per Client?

Financial Foundations / How Much Do Financial Advisors Really Make Per Client?By / 14 minutes of reading / August 11, 2025

How Much Do Financial Advisors Really Make Per Client? Understanding Financial Advisor Costs and Earnings in 2025 Curious about understanding financial advisor costs and earnings in 2025? You’re not alone. Figuring out what you’ll pay—or how much your advisor earns—can feel overwhelming. In 2025, costs vary based on flat fees, hourly rates, or percentage-based models tied to assets under management (AUM), each affecting your financial decisions differently. For instance, 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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