Raymond James
Finance · Canada · 11-50 Employees
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Overview
Headquarters
1000 W De La Gauchetiere Ste 2600, Montr...Phone Number
(514) 394-3018Website
www.kadiwealthmanagement.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Raymond James
Kadi Wealth Management, located in Montreal, QC, offers personalized financial planning and investment strategies tailored to the unique goals and risk tolerances of their clients. They serve a diverse clientele, including business owners, corporate executives, families, individuals, endowments, foundations, and healthcare professionals. Their comprehensive services encompass portfolio management, estate planning, retirement planning, and sustainable investing, ensuring a holistic approach to wealth management. The firm emphasizes a structured process and analytical insights to help clients navigate financial markets and achieve peace of mind.Explore more
Popular SearchesRaymond James LtdSIC Code 62,628NAICS Code 52,523Show more
Raymond James Org Chart
AR
Investment Advisor
PD
Financial Planner
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Kadi Wealth Management, located in Montreal, QC, offers personalized financial planning and investment strategies tailored to the unique goals and risk tolerances of their clients. They serve a diverse clientele, including business owners, corporate executives, families, individuals, endowments, foundations, and healthcare professionals. Their comp... Read More
