"My family has benefited from the expertise of The Papadina Group for over 12 years. Richard meets with us regularly to review our financial goals and to rebalance our portfolios. When needed, Richard has also stepped up and linked us to 1) Mortgage financing. 2) Will and estate planning and 3) Private banking services.
My family is relieved to know that in the event of any financial or health emergency, one call to Richard can usually lead to a solution. I would highly recommend The Papadina Group to anyone looking for a full service, complete financial and insurance team."
Vivek Rao MD, PhD
Surgical Director, Mechanical Circulatory Support
"What I appreciate about Richard is that he is thoughtful, creative and proactive. He has shown that he is a great communicator and can help translate financial complexities into practical decisions. And when it comes to taking action, Richard and his team are very well-coordinated and responsive to our needs. There is no question that Richard has greatly helped us with our financial decisions so that we as a family can focus on the things that matter most to us."health care professionals."
Kamran Khan MD, MPH
Dr. "Richard and his team of consultants have guided my family and I, as well as my UHN Orthopaedic group (focusing on SR&ED), on all financial planning matters for the past eight years and we are very satisfied with his overall strategies, advice and service."
Dr. Nizar Mahomed, MD
"Richard and his team have been closely involved in all of our financial needs, including setting up our individual corporations, insurance needs, investments, tax saving strategies, and estate planning. They are very professional and have always provided us with excellent customer service. We have been very satisfied with their help over the years and would strongly recommend them to other health care professionals."
Dr. Robert Mohl, MD
"Through academic practice plans, we have tried to financially recognize serious scientific work for many years with only partial success. The capture of Scientific Tax credits is a valuable addition to that meaningful recognition and Richard along with his Wealthcare for Healthcare team have helped consult and guide this process."
Dr. Bryce Taylor, MD
"We would like to express our sincere thanks to Richard and his team for guiding our family with investments needs, insurance needs, tax saving strategies and estate planning over the last 15 years. Richard’s dedication and passion in producing a holistic approach to a tailored wealth creation have provided us with the comfort and confidence that our financial needs are in good hands. Richard has provided us with strategies to simplify the complexities of investing and his proactive strategic approach has been instrumental in helping our family achieve our financial goals. Richard has been there in every financial step of our life and has helped us reach many objectives that we had on our family financial check list. We are indebted to The Papadina Group and look forward to their ongoing wisdom and guidance in the future."
Dr. Edward and Noelline Ng
I first met Richard at the RBC Wealth Management seminar in 2008 and subsequently signed on with The Papadina Group in 2009. Richard has managed my personal, corporate and family financial affairs for the last 14 years. Richard has been reliable, consistent, and accessible to me and my family throughout the ups and downs of the financial markets.
He has a tremendous financial acumen and his calm and thoughtful approach, and guidance has been greatly beneficial in making the right financial decisions. Richard has also provided us with the appropriate legal contacts for estate planning, wills, and corporate affairs. As well he has a well-rounded solid team working form him that are easily accessible and able to respond to inquiries.
Richard has always been responsive to any of my questions and has always taken the time to discuss various financial options that would be best suited to my situation. He individualizes every client's financial need and I believe he treats his clients like they are part of his family. I have no hesitate in highly recommending Richard Papadina for any and all of your financial needs, he provides excellent client services, and I don't believe that you will be disappointed.
Dr. Terry Logaridis MD, FRCSC
"Richard has been both a friend and mentor throughout my career. From checking in on the family, discussing investments, advising on corporate strategy, and connecting me with his broad network of professionals- Richard has played a fundamental role in launching my business and driving the growth mandate.
Richard has also built a fantastic team who are always available to happily respond to inquiries and provide advice in a timely fashion."
Jeff Murphy
President & CEO
MedFocus Management & Consulting
"In 2008 we attended a seminar sponsored by RBC Dominion Securities and our eyes were opened to the complexity of investing. After digesting the seminar content we realized that fruitful investing required a depth of knowledge and breadth of perspective that we didn't possess. At that time we were immersed in the intricacies of running a successful dental practice while raising a family. We didn't have a lot of spare time to devote to investing our money and we realized that we needed help. Richard and his team came to our rescue, investing our money like it was their own. Each and every financial move was accompanied by sound research based on both historical data and current global events. We were impressed by their investing acumen and our portfolio consistently outperformed the TSX. In addition Richard and his team were able to provide us access to estate planning and life insurance experts who were able to augment Richard's advice with their own. Our retirement portfolio grew to the point where we have been able to maintain our pre-retirement standard of living in our retirement. Richard Papadina and his team have performed admirably during the 14 years we have known them ,inspiring trust and confidence. Allowing them to manage our money was one of the best decisions we ever made."
Dr. Garth Sweetnam & Dr. Alice Jackes-Sweetnam
"From the moment we signed on with Richard and his team, we knew we were in great hands. They have always taken the time to discuss all the options available to us in order to help us achieve our goals. Their guidance and financial planning advice has helped us tremendously in all our decision making. From educational needs to future retirement planning, they’ve allowed us to make the best informed decisions for our family. We wholeheartedly recommend The Papadina Group."
Dr. Mark & Natashia Iacovino
"Rich is a great small business adviser. His energy and enthusiasm for our finances has made all the difference for Julie and I, and our two children.
He takes a simplistic approach to what may seem a daunting and difficult task. He taught us to pay attention to the obvious and simple things and do them right. He's an independent thinker with a great team behind him. A student of the financial markets, who presents the facts, helps you take a step back, assess the situation and plan a course of action. Investment advice, is just one aspect of a full service practice. Rich looks at the entire puzzle, a holistic approach to financial planning focused on tax, legal, will and estate planning and most importantly "your family's financial health".
This guy and his team are in it with you for the long term."
Costa Kapassas
"Thank you Richard for always being patient and taking the time to take care of our investments. You and your team are always easy to work with and quick to respond. I always tell you to 'treat it like your own investment' and I always trust you to make the right choices for us. You have also taken the best care of my senior parents that are now able to enjoy their retirement comfortably because of you."
Georgia Kotiadis
