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.

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.

Join hosts Hanan and Shahin in episode 3 as they dive into business succession planning with guest, Pierre Letourneau.

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