Meet The Team
Senior Portfolio Manager
B.Comm.
CIM®
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.
Client Service Associate
Client Service Associate
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.
Administrative Associate
B.A.A
Additional TD Specialists
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High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.