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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 recognition of Rikki's industry accomplishments, he was awarded the Vice-President title in Private Investment Advice at TD Wealth. 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 Marches Financiers. Having lived on 3 continents and speaking 5 different languages, Rikki has a broad network of diverse clientele from areas including Europe, the Middle East, Africa and Australia.
Outside of the office Rikki is involved in giving back to the community and supports a few charitable organizations, notably Lower Canada College, Cedars Cancer Foundation and the Musée des beaux-arts. His philanthropic participation goes beyond his involvement on the committee level, and in 2008 he started an annual fundraising campaign 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.
* For more information about IIAC Top Under 40 award please see https://iiac.ca/iiac-top-under-40-award
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.
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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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.
Teresa Malowany
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.
Eddy Solorzano
Patrick Absi
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.
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