iA Financial Group Announces Leadership Transition at Richardson Wealth: Julie Gallagher to Be Appointed as President and Chief Executive Officer

Executive Summary

• iA Financial Group appointed Julie Gallagher as President and Chief Executive Officer of Richardson Wealth, effective immediately.
• The appointment follows iA’s acquisition of RF Capital Group Inc. (operating as Richardson Wealth) completed on October 31 2025.
• Outgoing CEO Dave Kelly will remain as Vice‑Chair through June 2026 to assist with the transition and retain a board seat thereafter.

Key Details

• Julie Gallagher brings over 20 years of senior financial services experience, most recently serving as Senior Vice‑President, Head of Investment Products & Solutions and Capital Markets at iA Wealth.
• Her new role includes providing strategic direction, driving growth and profitability, and strengthening support for Richardson Wealth’s advisory teams.
• Stephan Bourbonnais, EVP of iA Wealth, highlighted the appointment as critical to expanding iA’s wealth‑management platform and leveraging AI‑powered solutions.
• Dave Kelly will stay on as Vice‑Chair until end‑June 2026 and continue serving on the Richardson Wealth Board of Directors thereafter.

Notable Quotes

• “As we continue our expansion in the wealth management space, Julie possesses precisely the right combination of skills, experience and continuity we need,” – Stephan Bourbonnais, Executive Vice‑President, iA Wealth.
• “I am thrilled by the opportunities ahead as we enter a dynamic new chapter for our combined organization,” – Julie Gallagher, President & CEO, Richardson Wealth.