BRiTE Talks Episode 1


In this episode, Portfolio Managers, Hanan Duchon and Shahin Safaei, sit down with Domenic Tagliola. As a Tax and Estate Planner with TD Wealth, Domenic provides valuable insight on estate, trust and tax planning.

Podcast Timestamps

2:47 - About the Hosts

BRiTE Wealth Management and Domenic Tagliola share a bit about themselves and their passion for Tax and Estate Planning.

10:35 - The Importance of Planning

Domenic Tagliola, Tax Planner, speaks about the importance of planning and how he educates his clients.

18:36 - Dying Without a Will

Domenic Tagliola, Tax Planner, speaks about what happens when you die without a Will.

Clips from the Podcast

Want to watch the highlights from the podcast? Check out these clips!

Dying Without a Will

Domenic Tagliola, Tax and Estate Planner, speaks about what happens when you die without a Will, also know as an intestacy.

Lending vs Gifting

Domenic Tagliola, Tax and Estate Planner, speaks about what you should consider when thinking about lending vs. gifting money.

The Importance of Planning

Domenic Tagliola, Tax Planner, speaks about the importance of planning and how he educates his clients.