Meet the Authors & Advisory Council
Kanwaljit “Sunny” Kochar (PMP®, CBAP®)
Senior Project Manager with over 30 years of experience building mission-critical defense infrastructure. After discovering that Canadian high earners lose up to 50% of their lifetime wealth to tax drag and mortgage interest, Sunny applied knowledge from his various past ventures and years of experience, to personal finance to create the Hexavisionary Framework.
Connect on LinkedIn →
Simran Kahai
Co-author of Rethink Your Retirement, Simran brings a deep focus to multi-generational family legacy, financial education, and humanizing the wealth journey. Her work bridges technical tax-optimization strategies with practical, stress-free family wealth planning.
Connect on LinkedIn →Built With Insight From Industry Leaders
Tajinder Puri | CPA (CAN/USA), CA
Leveraging 26+ years of insider experience as a former CRA Senior Tax Auditor, Tajinder brings rigorous, CRA-compliant precision to corporate structuring and cross-border wealth planning. His strategies help high-earning Canadian business owners and professionals neutralize passive income tax traps, minimize corporate tax drag, and keep maximum capital within their family tree.
Jorge Ramos | CFP®, TEP, CLU®
Holding Canada's elite credentials in wealth, trust, and estate planning, including Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU®), and Certified Financial Planner (CFP®)—Jorge specializes in complex multi-generational wealth preservation. His expertise grounds the book's corporate holding and trust architecture strategies, ensuring high-achieving Canadians can bypass costly probate fees, neutralize tax drag, and transfer legacy wealth seamlessly.
Allan MacDonald
Brings 25+ years of institutional financial services experience at TD Asset Management, specializing in mutual funds, ETFs, employer-sponsored retirement plans, and strategic market insights.
Anil Sud
Brings extensive financial advisory experience to the framework, ensuring every wealth accumulation, tax-efficiency, and risk mitigation strategy is rigorously vetted for practical execution among high-achieving Canadian families.
Aksh Danta
Editorial consultant specializing in academic precision and narrative clarity. Refined the manuscript to ensure high-level corporate tax, decumulation, and debt-restructuring concepts are seamlessly communicated to T4 professionals and incorporated business owners.
Avneet Arora
Creative Director at A.a Designs and principal designer of Rethink Your Retirement. Engineered the book's visual architecture and infographics to translate complex tax and debt engineering frameworks into clean, intuitive visual models.
Master the Blueprint Built by This Team
Discover the exact strategies, tax laws, and capital structures this team assembled to help high-achieving Canadians retire early and stay wealthy.