Kadri Wealth Management
Welcome to Kadri Wealth Management
Mr. Kadri and his team provide comprehensive wealth management solutions to individuals, corporations and foundations. Since 2005, they have been committed to legendary service to each of his clients with tailored investment strategies. We work closely with clients to create customized wealth and retirement plans to help protect their financial futures.
In today's complicated world it can often be challenging to balance all the aspects of your life and ensure that your families' financial future is well in hand. Whether you are a business executive, a business owner or a busy retiree, you need time to devote to the things that move you and your family forward. The cornerstone of our business is cultivating one-on-one relationships with each client based on trust, communication and a detailed understanding of their needs. We specialize in working with people who have busy and complicated lives. Our passion is helping our clients to establish wealth goals and work with them to achieve those objectives.
In today's complicated world it can often be challenging to balance all the aspects of your life and ensure that your families' financial future is well in hand. Whether you are a business executive, a business owner or a busy retiree, you need time to devote to the things that move you and your family forward. The cornerstone of our business is cultivating one-on-one relationships with each client based on trust, communication and a detailed understanding of their needs. We specialize in working with people who have busy and complicated lives. Our passion is helping our clients to establish wealth goals and work with them to achieve those objectives.
Phone: (514) 842-0191
Branch Phone: (514) 289-8400
Fax: (514) 289-0032
Office Locations: 1350 boulevard René-Lévesque Ouest 9e étage Montréal, QC H3G 1T4
What We Do
We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
2019 Investment Industry Association of Canada Top Under 40 Award Nominee
We are pleased to announce Rikki Kadri's 2019 nomination for the Investment Industry Association of Canada Top Under 40 Award. It recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, personal and professional qualities and accomplishments have brought distinction to the investment/financial industry. The IIAC nominations are based on exemplary commitment to the Canadian investment industry, career accomplishments, commitment to education and community service.
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
TD Cowen: Three stocks that could benefit from a Canadian soft landing
Article
TD Cowen: Three stocks that could benefit from a Canadian soft landing
With Canada’s economy widely expected to experience a soft landing, TD Cowen has released a report highlighting its investment strategy for the Canadian equity market. MoneyTalk’s Kim Parlee speaks with Andre-Philippe Hardy, Head of Canadian Research at TD Securities and Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD Securities, about potential economic headwinds and tailwinds and which stocks may benefit.
Can I transfer funds tax-free from my RRIF to a TFSA?
Article
Can I transfer funds tax-free from my RRIF to a TFSA?
Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.
Trump’s potential longer-term impact on the financial world
Article
Trump’s potential longer-term impact on the financial world
Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.