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Portfolio ManagerInvestment Advisor
Working together to help you achieve what truly matters to you
20 Milverton Dr 2nd Floor Mississauga, ON L5R 3G2Map
Hanan Duchon is one of the leading Investment Advisors that lead the BRiTE Wealth Management at TD Wealth Private Investment Advice. The BRiTE team is one of the preeminent advisory teams at TD Wealth Private Investment Advice. Hanan has over 12 years of experience working in the Canadian investment industry, and holds a Chartered Investment Manager (CIM®) designation. He has worked with some of Canada's most affluent investors and alongside some of the country's most prominent investment professionals. This experience has led him to develop a disciplined investment strategy focused on capital preservation ,risk-adjusted returns, and value maximization. Hanan specializes in working with medical professionals, lawyers, business owners, executives, and institutions.
Outside of work, Hanan takes pleasure in daily excercise and playing a number of sports. His time away from work is spent with his wife Ruthie chasing around his adorable daughter.
How we add value:
• Our role is to understand your goals and objectives and to ensure that the planning you currently have in place will achieve those goals. We will provide information and education with respect to planning and will help identify opportunities and risks that may be present in your situation
• Leveraging both internal and external strategic relationships with leading professionals in taxation, estates, trusts, business succession planning, and insurance
• Providing access to institutional mandates that are otherwise not offered to retail investors
Connect with us if you:
• are uncomfortable with the volatility in your portfolio
• have a life changing event that requires a second look at your financial plan
• are concerned you will run out of money before you run out of breath
• would like to develop a legacy/estate planning for your family or business
Toll Free: (888) 576-4447
Fax: (905) 474-3783
Branch Office: (888) 814-9597
Branch Fax: (905) 568-2877
Russian, Hebrew, English
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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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