Team

An experienced and passionate team to serve you 

René Gendreau CIM, FCSI
Portfolio Manager, Investment Advisor
Tel: 514.989.4830

René oversees portfolio management and takes an active role in client reviews, ensuring an exceptional service experience and complete client satisfaction.

René started his career in financial services in 1994 at Burns Fry which became Nesbitt Burns. In 2005, René and his team joined Richardson Financial Partners, known today as Richardson Wealth Limited.

René holds a bachelor's degree in finance from the Université du Québec à Rimouski, as well as the designations of Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM), which he obtained in 1994, and Portfolio Manager designation in 2002.

Louis Gendreau CFA, M.Sc.
Associate Investment Advisor
Tel: 514.989.4831

Louis is responsible for portfolio management, including investment analysis, meetings with external managers and operational tasks related to trading. He plays an active role in client meetings and carries out portfolio analyses for potential clients.

Before joining Richardson Wealth in 2021, Louis amassed 2 years of experience in derivatives collateral management, credit risk modeling and liability-driven investments at major Canadian financial institutions.

Louis graduated from HEC Montréal with a Masters in Financial Engineering and a Bachelor of Business Administration with a specialization in applied economics, finance and mathematics. He is also a CFA charterholder.

Nicolina Iodice
Assistant
Tel: 514.989.4833

Lina oversees the team's administrative functions, managing account openings, deposits, withdrawals, transfers between institutions, and rigorous maintenance of client files.

She also plays a key role in client service, diligently responding to various requests and ensuring effective coordination with professionals such as accountants and notaries. Lina's dedication and expertise make her an essential pillar of our team.

Lina began her career in financial services at the National Bank in 1994 and has been part of our team since 2000. She holds a Certificate in Administration from Concordia University.

Amélie Campeau-Lanctôt

Vice President, Tax & Estate Planning

person

As a member of the Tax & Estate Planning team at Richardson Wealth since 2014, Amélie provides her expertise and works closely with Advisors and their clients to identify and develop tax and estate planning strategies that address clients’ overall wealth planning needs.

Amélie holds a Bachelor’s degree in Law from the University of Sherbrooke and a Master’s degree in Taxation from HEC Montréal. She is also a registered lawyer in the Tableau de l’Ordre du Barreau du Québec. Prior to joining Richardson Wealth in 2014, she worked in Canadian taxation in the private companies department in large accounting firms.

Over the past few years, Amélie has developed extensive experience in tax and estate planning for entrepreneurs and incorporated professionals. Amélie has also developed expertise in estate planning, including the transfer of family businesses, as well as the review of wills and mandates. Not only does she have the technical knowledge of death taxes and trusts, but her services are also highly appreciated for the human side of settling an estate.

Amélie regularly speaks to groups of entrepreneurs and professionals for presentations on estate planning. She has also written several articles on the subject. In particular, she is a member of Association de planification fiscale et financière (APFF) and has participated on several occasions in Première en affaires.

Marie-Luisa de Benedictis

Senior Financial Planner, Tax & Estate Planning

person

Located in our Montreal office, Marie-Luisa works with Investment Advisor teams and our in-house Tax & Estate Planning team of professionals to serve the needs of clients in Quebec and across Canada.

With nearly 16 years of experience in the financial services industry, Marie-Luisa provides an analytical and focused approach to financial planning that allows her to create comprehensive wealth plans for clients.

She holds a Bachelor of Business Administration degree from HEC Montréal, and a Certificate in financial planning from Université du Québec à Montréal (UQAM). She later pursued a degree in Financial Planning and obtained her certification from the Institut québécois de planification financière (IQPF). Her next endeavor is the Trust & Estate Practitioner (TEP) designation provided by the Society of Trust and Estate Practitioners (STEP) to further add value to her relationships with Advisors and their clients.