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BRiTE Wealth Management

"Our discovery and wealth management approach is driven by what matters most to you"

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At BRiTE Wealth Management, we focus on you and your family's needs.  We understand the hard work you've put 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 ensure that your interests come first and foremost.  
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Wealth management is a very specialized area of financial planning and our team at BRiTE Wealth Management has a number of TD specialists at our disposal, each capable of providing tailored advice to your specific needs and goals.  They include:

Business Succession – Better planning of the business will help you understand the value of the business, protect it and transition it to the next successor. 

Retirement Planning – Helping you plan for a successful retirement by helping you to generate enough income to assist you in meeting your lifestyle needs and wants.  

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insurance Planning – A strategic use of life insurance can not only help with unexpected expense upon death but also play an important role in estate planning and credit proofing.

Tax Planning – Tax Specialists can help you and your family preserve your wealth by leveraging careful leverage tax strategies.

Estate Planning – To help you manage your responsibilities, TD Specialists can also provide executor, trustee, power of attorney, and financial care for aging parents or loved ones with special needs. 

We work hand in hand to help you accomplish the goals we've discovered together.  It is our commitment to provide you with the financial capability to achieve your dreams and goals.

BRiTE Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

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ADDITIONAL CONTACT

Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

Going beyond the financial picture

Upcoming Events

Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.

Seminar - Role of Executor

Time: 02/13/2019 7:00 PM - 8:30 PM
Location: Kleinburg Library - Theatre Room 10341 Islington Ave   Kleinburg,  Ontario  Maps & Directions
Speaker: Hanan Duchon, Shahin Safaei
RSVP for this event

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

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MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Half Full, Half Empty

Managing expectations in a post-stimulus environment

Money Talk Life - The good, the bad and the ugly of being a landlord

Becoming a landlord might seem like the wild west. But, with the right know-how, renting out property can be a good way to create your own personal gold rush.

Money Talk Life - Giving it your all and then some

If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

Do you know someone who would benefit from our services?