Julie Gallagher has been named President and Chief Govt Officer of Richardson Wealth as of Tuesday. Gallagher, a 20-year {industry} veteran was beforehand Senior VP and Head of Funding Merchandise & Options and Capital Markets at iA Monetary. The choice follows the closure, in October, of iA Monetary Group’s acquisition of Richardson Wealth in a deal valued at $597 million.
“As we proceed our growth within the wealth administration area, Julie possesses exactly the appropriate mixture of expertise, expertise and continuity we want,” mentioned Stephan Bourbonnais, Govt Vice‑President, iA Wealth, in a press launch. “With iA now positioned as Canada’s largest unbiased wealth administration agency, we’re establishing a brand new normal in shopper service and advisor assist by elevating the worth proposition for advisors and deploying progressive, industry-leading platforms powered by synthetic intelligence. I’m assured in Julie’s capacity to steer a high-performing government crew, entice and develop advisory groups, and proceed to construct on Richardson Wealth’s distinctive tradition, trusted fame and powerful firm values.”
Gallagher succeeds Dave Kelly within the position of Richardson CEO, who had served within the position from October 2024, having beforehand served as Chief Working Officer for 9 months prior. Kelly presided over Richardson’s acquisition by iA.
