Rikki Kadri

Rikki Kadri

Senior Portfolio Manager

B.Comm.

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(514) 842-0191

Office Location

1350 René-Lévesque Ouest 9ième étage Montréal, QC H3G 1T4. map

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.

Phone

Toll Free

(877) 669-8400

Fax

(514) 289-0032

Branch Phone

(514) 289-8400

Branch Fax

(514) 289-0032

Certificates

B.Comm.

CIM®

Kadri Wealth Management

Please feel free to contact us, if you and your family are in need of a consultation.

2019 Investment Industry Association of Canada Top Under 40 Award Nominee

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.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

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.

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