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

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 journey towards justice and recovery.

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.

In this episode, Hanan Duchon and Shahin Safaei reflect on their decade-long journey building BRiTE Wealth Management from the ground up, sharing personal stories, early challenges, and the evolution of their client-focused practice.  Through candid conversation, they highlight the values, grit and mindset that shaped their approach to wealth management and lifelong client relationship.

In this inspiring episode of BRiTE Talks, Hanan Duchon and Shahin Safaei sit down with Lilly, a passionate advocate for women’s economic empowerment and financial literacy. Lilly shares her journey from Alberta to Toronto, her roots as a refugee, and how her experiences shaped her mission to empower women in finance. Together, they explore the importance of confidence, education, and emotional awareness in wealth management. The discussion highlights challenges women face in financial planning, the growing transfer of wealth to women, and how advisors can bridge the gap through empathy, communication, and genuine financial coaching.

This episode features Ally Malalider, president of Organic Traditions, a leading superfoods brand.  Dive into the conversation with Hanan Duchon and Shahin Shahin as they explore more into health, welness and nutrition.