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

TORONTO--(BUSINESS WIRE)--iA Financial Group today announced the appointment of Julie Gallagher as President and Chief Executive Officer, Richardson Wealth, effective immediately. A seasoned and highly respected financial services leader, Ms. Gallagher, will provide strategic direction and vision, drive growth and profitability, and continue to strengthen the firm’s support for its advisory teams.

On October 31, 2025, iA Financial Group completed the acquisition of RF Capital Group Inc. (“RF Capital”), a leading independent wealth management company, operating under the Richardson Wealth brand. Dave Kelly, outgoing President and CEO of RF Capital, will remain with the organization until the end of June in the capacity of Vice-Chair to help Julie Gallagher during her transition period. Beyond that, he will retain a seat on the Board of Directors of Richardson Wealth continuing to provide guidance and counsel going forward.

“As we continue our expansion in the wealth management space, Julie possesses precisely the right combination of skills, experience and continuity we need,” said Stephan Bourbonnais, Executive Vice‑President, iA Wealth. “With iA now positioned as Canada’s largest independent wealth management firm, we are establishing a new standard in client service and advisor support by elevating the value proposition for advisors and deploying innovative, industry-leading platforms powered by artificial intelligence. I am confident in Julie’s ability to lead a high-performing executive team, attract and develop advisory teams, and continue to build on Richardson Wealth’s unique culture, trusted reputation and strong company values.”

Ms. Gallagher’s career spans more than 20 years of progressively senior roles in the financial services industry. More recently, she was Senior Vice-President and Head, Investment Products & Solutions and Capital Markets, at iA Wealth. Over the past several months her responsibilities have expanded to support Richardson Wealth’s advisory teams.

“I am thrilled by the opportunities ahead as we enter a dynamic new chapter for our combined organization,” said Julie Gallagher. “It is a privilege to succeed Dave Kelly, an exceptional leader who has helped lay a strong foundation for the firm’s future. I am also honoured to continue working alongside the Richardson Wealth advisory teams and to further strengthen the exceptional culture they have built.”

Richardson Wealth is known for providing comprehensive, client-focused financial advisory services tailored to the high-net-worth market. Its advisors maintain their operational independence while enjoying the benefits of scale and the significant growth opportunities through this acquisition.

About iA Financial Group

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbol IAG (common shares).

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