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.