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Welcome to Kadri Wealth Management
Meet the Team
Mr. Kadri and his team provide comprehensive wealth management solutions to individuals, corporations and foundations, both in Canada and across the globe. 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.
Please feel free to contact us, if you and your family are in need of a consultation.
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 their clients with tailored investment strategies. They work closely with clients to create customized wealth and retirement plans to help protect their financial futures.
In recognition of Rikki's industry accomplishments, he was appointed as a Senior Portfolio Manager at TD Wealth Private Investment Advice. Additionally, he is a recipient of the Investment Industry Association of Canada's Top Under 40 award nomination*. Rikki holds a Chartered Investment Manager designation from the Canadian Securities Institute as well as a B.Comm. from the John Molson School of Business. He is also a member of l'Authorité des Marchés Financiers. Having lived on 3 continents and speaking 5 different languages, Rikki has a broad network of diverse clientele.
Outside of the office Rikki is involved in giving back to the community and supports a few charitable organizations, notably Lower Canada College and Cedars Cancer Foundation. In 2008 he started fundraising annually to help give back to the less fortunate. Rikki and his wife Melanie have two beautiful children, Lawrence and Karolina, who keep them very active at home. With a passion for arts and cooking, you will often find Rikki and his family at the local farmer's markets in the heart of Montreal.
Please feel free to contact us, if you and your family are in need of a consultation.
Kadri Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Laura Côté joined TD Bank Group in 2013, and has a broad knowledge of the retail and brokerage divisions. She became a CFA® Charterholder in 2022. Her experience as a trader allows her to provide a more comprehensive service for our valued clients. Laura holds a BBA with a trilingual specialization in finance and has completed Canadian Securities Course (CSC®), Conduct and Practices Handbook (CPH®) and Derivatives Fundamentals and Options Licensing Course (DFOL). She is renowned for her strong administrative skills, her multilingual customer service, and her ability to work efficiently even under pressure. On a personal front, Laura has been involved in competitive artistic swimming and coaching for over 16 years.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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