Meet the BRiTE Wealth Team
At TD Wealth Private Investment Advice, 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.
Portfolio Manager
Senior Investment Advisor
CIM®
As a founding member of BRiTE Wealth Management at TD Wealth Private Investment Advice, Hanan is a wealth management professional with over 17 years of experience in the Canadian investment industry. Holding a Chartered Investment Manager (CIM®) designation, Hanan has worked with some of Canada's most affluent investors and alongside prominent investment professionals. His expertise lie in developing disciplined investment strategies focused on capital preservation, risk-adjusted returns, and value maximization. Hanan specializes in working with medical professionals, lawyers, business owners, executives, and institutions.
Outside of work, Hanan enjoys daily exercise and playing a number of sports. His time away from work is spent with his wife, Ruthie, chasing around his three kids.
Hebrew
English
Russian
Portfolio Manager
Senior Investment Advisor
CIM®
MBA
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.
English
Farsi
Associate Investment Advisor
CIM®
Dickson joined TD in 2014 and became a member of the BRiTE Wealth Management team in 2018. With the clients' best interest in mind, Dickson has continually honed his knowledge within the financial services, business, and investment strategy space, and now holds a Chartered Investment Manager (CIM®) designation. Taking these experiences, Dickson crafts personalized investment strategies tailored to each client's unique needs. By combining thorough market research with a genuine understanding of the clients' goals, he ensures their road maps are practical and effective.
Client Service Associate
Client Service Associate
Armaan joined the team back in June 2020. She is responsible for providing comprehensive support to the wealth management team and striving to ensure that clients receive the highest level of service. Whether assisting with account inquiries, processing transactions, or coordinating meetings, Armaan approaches each task with professionalism and attention to detail making her a huge asset on the team. She takes pride in being a trusted point of contact for clients, always striving to provide timely and accurate assistance with a friendly and approachable demeanor. She has been in the banking industry for over 6 years and has a wealth of knowledge in the retail banking space.
Client Service Associate
Client Service Associate
Samantha brings forth over 9 years of industry experience and a rich banking background spanning 15 years to the team. With a focus on wealth planning and marketing, she is dedicated to guiding clients through the dynamic landscape of wealth management. Samantha's true passion lies in building strong, collaborative, relationships with clients, using her insight to empower them to achieve their unique financial goals.
Additional TD Specialists
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
