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At BRiTE Wealth Management, we focus on you and your family's needs. We understand that 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 and ensure that your interests come first and foremost.
Wealth management is a very specialized area of financial planning and our team at BRiTE Wealth Management can engage TD specialists who can provide you with advice tailored 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.
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 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 all work together hand in hand to help you accomplish the goals we've developed together. Our commitment to you is not only work hard together with you but to provide with the capability to achieve your visions of success.
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.
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783
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.