BRiTE Talks Podcast
The podcast that illuminates the path to financial success, mindful living, and lasting happiness hosted by Hanan Duchon and Shahin Safaei.
Episode 1 - Estate Planning and You - Securing your Legacy
In this episode, Portfolio Managers, Hanan Duchon and Shahin Safaei, sit down with Domenic Tagliola. As a Tax and Estate Planner, Domenic provides valuable insight on estate, trust and tax planning.
Episode 2 - Investing Through Insurance - A New Lens on Legacy Planning
In this episode, Hanan and Shahin sit down with Graeme Gordon, a seasoned Senior Estate Planning Advisor, TD Wealth Insurance Services. With 25 years of experience, Graeme discusses intriguing investment strategies, risk coverage, estate planning, and insurance.
Episode 3 - Passing the Torch - Insights into Business Succession Planning
Join hosts Hanan and Shahin in episode 3 as they dive into business succession planning with guest, Pierre Letourneau.
Episode 4 - Structured Notes – A Guide to Smarter Investing
Join us in episode 4 with Bill Dimitriou as we explore the benefits, types and risks of structured notes, uncovering insights that can enhance your financial strategies
Episode 5 - The Fragrant Lawyer - Blending Law, Life, and Mental Health Advocacy
Join us in episode 5 where we dive into the world of personal injury and disability law with Nainesh Kotak, a compassionate lawyer and mental health advocate. Gain insights into navigating legal challenges, breaking mental health stigma, and driving social change, all with a focus on empowering individuals in their tourney towards justice and recovery.
Episode 6 - The Business of Dentistry – How and When to Sell Your Practice
In this BRiTE Talks episode, Sean Robertson shares insights on selling dental practices, emphasizing the need for early planning, clear post-sale goals, and collaboration with financial and legal professionals. He highlights how market conditions and emotional readiness play critical roles in maximizing value and ensuring a smooth transition.