Business Details
About
Investment ServiceFinancial ConsultantStock BrokerFinancial Planning
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Location
Kadri Wealth Management - TD Wealth Private Investment Advice
1350 Boul. René-Lévesque O., Montréal, QC
H3G 1T4, Canada
Frequently Asked Questions About Kadri Wealth Management - TD Wealth Private Investment Advice
What safety measures has Kadri Wealth Management implemented during the COVID-19 pandemic?
Kadri Wealth Management follows physical distancing guidelines, limits the number of customers in the branch, and dedicates the first hour of operation to seniors and vulnerable populations. They ask customers to visit only for in-person assistance and to avoid visiting if experiencing COVID-19 symptoms or exposure.
Where is Kadri Wealth Management - TD Wealth Private Investment Advice located?
They are located at 1350 Boul. René-Lévesque O., 9E Étage, Montréal, QC, H3G 1T4, Canada.
How can I book an appointment for financial advice with Kadri Wealth Management?
You can book an appointment online via their reservation URL: http://advisors.td.com/kadriwealthmanagement#requestappointment.
What services does Kadri Wealth Management provide?
Their services include investment service, financial consulting, stock brokerage, financial planning, and private investment advice as part of TD Bank's Private Investment Advice (PIA).
What is the contact email and phone number for Kadri Wealth Management?
You can reach them by email at Rikki.Kadri@td.com or by phone at +1 514-842-0191.
What is the official website for Kadri Wealth Management?
Their official website is http://advisors.td.com/kadriwealthmanagement.
How does the nearby TD Bank Private Banking - Nancy Turcotte branch benefit customers of Kadri Wealth Management?
Customers can access additional financial services and private banking expertise nearby at TD Bank Private Banking - Nancy Turcotte, offering convenience and complementary financial support close to Kadri Wealth Management.
Are there other insurance agencies near Kadri Wealth Management?
Yes, Cao Wealth Management Inc, an insurance agency, is located nearby, providing customers with options for insurance services in the same area.
What banking options are available near Kadri Wealth Management besides TD services?
Caisses Desjardins, a bank and credit union providing investing and banking services, is near Kadri Wealth Management, offering alternative banking options in the neighborhood.
What should customers know about visiting the Kadri Wealth Management branch in person?
Customers should schedule appointments for borrowing, investing, or financial advice. The branch prioritizes vulnerable populations during early hours and has safety measures limiting customer volume and wait times.