BRiTE Wealth Management

We thank you for your interest in our team and appreciate this opportunity to tell you about how we develop deep and meaningful relationships with our clients and their families.

You've worked long and hard to build your assets. We will work with you to ensure that those assets will work as hard for you as you did to build them. Preserving and growing your hard-earned assets and ensuring that they end up where you want them to is our goal.

There is a reason why so many affluent families have turned to the HD Wealth Management Group of TD Wealth Private Investment Advice for professional wealth management solutions.

Wealth management is a very specialized area of financial planning. It requires a team of professionals with a certain depth of experience and skill, innovative ideas and solutions, a clear understanding of risk management, and a holistic approach that transcends individual disciplines.

Hanan Duchon anchors such a team, perfecting the art of wealth management and taking it to a whole new level. They are continuously setting new industry standards by offering their clients a premium level of service that extends beyond simple investment needs.

They work with clients to develop a comprehensive understanding of their specific needs and goals. As they examine issues relating to income/asset protection, estate and wealth transfer, risk management, business succession, retirement funding, family issues and philanthropy, they are able to lay out a life-long financial blueprint.

Our clients include entrepreneurs, working professionals, retired individuals and their families. They want their assets consolidated at one institution and want to entrust the management of their financial lives to professionals

At TD Waterhouse Private Investment Advice, we’ve seen a lot of difficult markets come and go. We can certainly empathize with people who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end, here’s what we offer:

                                                                A cup of coffee, and a second opinion.

 You’re welcome to come in and sit with us for awhile. We’ll ask you to discuss your financial goals – and what your investment portfolio is intended to do for you. Then we’ll review the portfolio in light of these goals.

 If we think your investments continue to be well-suited to your long-term goals we’ll gladly tell you so. If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And if you like, we’ll recommend some alternatives. I look forward to hearing from you.

 
Call us. Either way, the coffee is on us.

We hope that you enjoy the site and should you need any additional information regarding any of our services, please contact us at your convenience.