Ephtimios MacNeil - Meet Our Team

Fadi’s attention to detail and constant drive to refine his wealth planning approach has helped him build long-lasting relationships with clients. He’s good at what he does because he truly enjoys helping people navigate the spaces where life and livelihood intersect.

Fadi began his career in the finance industry in 1994, first as a consultant before transitioning to the role of division director and regional director at his previous firm. In 2015, Fadi made the decision alongside his wife and business partner, Lynn MacNeil, to join Richardson Wealth and bring clients more investment options and transparency regarding costs and reporting.

He holds an MBA from the John Molson School of Business at Concordia University as well as the Financial Planner designation (F. Pl.), and the Trust and Estate Practitioner (TEP) designation. He is a member of the Society of Trust and Estate Practitioners (STEP).

Fadi and Lynn have three children. He devotes a lot of time to volunteering and giving back to his community. A lifelong hockey player, he still makes time to hit the ice when he can. He also stays active by cycling. Downtime is often spent devouring books on leadership, business, and economics.

Tel: 514.981.5796

Lynn.MacNeil@RichardsonWealth.com

Lynn’s interest in the world of finance and investing started early. As a child, she was fascinated with how money could make money and began an investment plan as a teenager. From there her passion bloomed into a nearly 30-year career.

Lynn started her finance career in 1995, spending the next two decades refining her approach to translating clients' ideas and past experiences surrounding wealth into comprehensive wealth plans. In 2015, Lynn made the decision alongside her husband and business partner, Fadi Ephtimios, to join Richardson Wealth to provide better opportunities for clients, in both investments and strategic planning.
She studied Business Administration and Art at Concordia University and holds both the Chartered Investment Manager (CIM®) and Financial Planner (F.Pl.) designations. Lynn is also an alumna and former alumnae board member of the Sacred Heart School of Montreal.

Lynn is delighted to share her lifelong love of gymnastics with her daughter and also volunteers in her community teaching Essentrics classes. All of this keeps her on track towards her goal of still being able to do backflips well into her seventies.

Click here to read Lynn’s published articles.

Tel: 514.981.5796

Elizabeth.Collin@RichardsonWealth.com

The newest member of Ephtimios MacNeil Wealth Management, Elizabeth brings a unique perspective to the team, having built a career as a copywriter and educator before transitioning into the world of finance. In her day-to-day, Elizabeth balances administrative duties with marketing responsibilities like finding creative ways to help the team connect with their clients and community. Her responsibilities go far beyond handling the day-to-day tasks; she plays an integral role in nurturing meaningful client relationships.

Elizabeth was drawn to the industry while copywriting for advisors, brokers, coaches, and fintech companies. It was there she realized that the finance industry is about so much more than money, it’s about helping people — giving advice, guiding, educating, and setting people up for success to reach their goals — something that resonated with her.

When she’s not working with the team, Elizabeth loves spending time with her friends and family. She has a young son that she loves to bits. She and her husband also enjoy being outdoors and could spend all day gardening on their small hobby farm.

Click here to find out why our clients choose to work with us.

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.

Angelo Palmiotto is an Estate and Insurance Advisor with Richardson Wealth. He began his career twenty years ago as an insurance specialist and has to date mounted over twelve thousand insurance solutions for clients at all levels and complexities. He has also given over five hundred speeches and training seminars to advisors and clients across the Province of Quebec.

Angelo is committed to putting for the most innovative tax efficient strategies for his clients. His creative approach to estate and insurance planning coupled with his vast experience in concept, strategy and product selection will leave you feeling confident that you are equipped to face life’s unexpected events all-the-while growing your wealth and protecting it along the way.

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.