Rick Magini

Vice President, Advisor Services at Toren & Associates
  • Claim this Profile
Contact Information
Location
Greater Montreal Metropolitan Area, CA

Topline Score

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

You need to have a working account to view this content. Click here to join now
David Charles Williams

When one seeks counsel in important matters, it helps to ask a wise person. Moreover, if that sage not only helps you to know what you did not before, but to understand it, and then to do for yourself, you would count yourself as most fortunate. Such a one is Mr. Riccardo Gregory Magini, a conscientious polymath of staggering proportions, but also the clearest and most able communicator of viable actionable ideas that I have ever met. You will neither be at a loss for how to implement what he advises, nor for the metrics to ascertain its success. He is both a down to earth Everyman and extremely cultured. Rick, as his colleagues, customers, clients and friends call him, never ventures into an area without the proper breadth and depth of study to get to the bottom of any topic or issue, and in his fiscal area of expertise, there is nothing overlooked in the fundamentals, externalities or the human dimensions of fiduciary analyses from persons, corporations, nations or markets. Undilutedly, I recommend him, but must state in addition, that he is a true well-balanced Renaissance man, practical, generous, affable, risible, supportive, sportive and cultured – one of the finest practitioners and teachers one can find to explain and enchant on many subjects, in a practicable manner. You can trust him with your protean problems as one who cares deeply about the subject that is being investigated and the subject who has made the query. In his field, he is second to none.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Advisor Services
      • Nov 2021 - Present

      Toren & Associates - Mergers & Acquisitions, Advisory & Search services to the Wealth & Asset Management Industry in Canada - including U.S. & international firms that wish to expand into the Canadian market. Since 1999, it remains a privately held practice headquartered in Toronto, operating across Canada Services include: • Executive Search Advisors • Executive search Portfolio Managers • Capital introductions • Advisor retirement consultation • Partnership • Mergers & Acquisitions • Growth strategies http://www.torenassociates.com Show less

    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Senior Vice President
      • Jul 2007 - Jan 2019

       Established sales objectives and strategies for over 120 Advisors and supporting staff  Reporting directly to the President and CEO of Capital Markets.  Oversaw talent recruitment, established 5-year strategic plan, dashboard creation and management, budgeting, forecasting, and overall operation of the retail (client facing) division of LBS Capital Markets.  Personalized approach in training, coaching and mentoring Advisors and support staff on industries’ “best practice” to stimulate client acquisition, development, and retention.  Established Wealth Management Program (one-stop-shop approach to client servicing)  Reduced total number of Advisors from 75 to 50  Increased overall Assets Under Management (AUM) from $800 M to over $3.5 B  Increased Average AUM per Advisor from $11 M to over $70 M  Coached staff thru 2008 Financial Crisis  Developed and initiated growth strategy playbook for Retail Division  Increased sales from $8 M per year to over $30 M per year  Managed the Immigrant Investor Program Show less

Education

  • Concordia University
    Business Administration and Management
    1988 - 1991
  • McGill University
    Biology/Biological Sciences, Human Genetics
    1982 - 1985
  • Dale Carnegie Training
    Impact Presentation, Public Speaking

Community

You need to have a working account to view this content. Click here to join now