Shahin Safaei
Portfolio Manager
Senior Investment Advisor
CIM®
MBA
Committed to understanding your needs and helping you achieve your vision of success
Phone
Office Location
Shahin Safaei is Portfolio Manager & Senior Investment Advisor for BRiTE Wealth Management at TD Wealth Private Investment Advice (PIA). Shahin has over 25 years of relationship management experience worldwide, including the UAE and Switzerland. He received his MBA in Global Banking and Finance from Zurich, Switzerland, and holds a Chartered Investment Manager (CIM®) designation. He returned to Canada in 2012 and joined TD Wealth to establish BRiTE Wealth Management as a founding partner.
Outside of work, Shahin enjoys playing Tennis and spending time with his three very active boys. Shahin is an avid learner of the Financial Markets and enjoys further educating himself on upcoming strategies and products as they become available.
Phone
Fax
(905) 474-3783
Certificates
CIM®
MBA
Languages
English
Farsi
Our discovery and wealth management approach is driven by what matters most to you.
At BRiTE Wealth Management, we focus on you and your family's needs. We understand the hard work you've put in to build your assets. That's why we take the time to ask the right questions so that we can help you achieve your vision of success. We pride ourselves in not only providing investment advice but specializing on wealth advice. We help ensure that your interests come first and foremost.
What We Do
What to expect when working with us
Investment Management
Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Our Clients
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
Retirees / Pre-Retirees
When you think about your retirement, what do you see for yourself? Do you see yourself traveling the world? Relaxing in nature up at your family cottage? Volunteering for a charity or organization you hold dear? Whatever your vision for retirement may be, we can help you plan for it.
Women And Investing
Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.