The Montrealer
March 17, 2026.
Lynn MacNeil, Senior Wealth Advisor at Richardson Wealth, explains that as wealth grows, so does complexity – often creating blind spots many successful families don’t see coming.
“Most successful families have done an excellent job accumulating wealth. What often remains less optimized is how investments, tax strategy, income planning, and risk management fit together as a coordinated system.”
2026
iA Financial Group announces leadership transition at Richardson Wealth: Julie Gallagher to be appointed as President and Chief Executive Officer
iA Financial Group announced the appointment of Julie Gallagher as President and Chief Executive Officer, Richardson Wealth, effective immediately.
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Worried about a market crash? Here’s how to protect your retirement savings
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