Meet our team

As a wealth advisor, Helen brings an intuitive understanding of client needs to her practice, combined with a sharp market acumen honed over the last 30 years in the financial services sector. Initially introduced to wealth planning at a young age through the lens of family finances, Helen pursued finance, graduating with a Bachelor of Commerce from Concordia University.

She began her career as an advisor at an independent firm before moving to one of Canada’s largest bank-owned investment dealers. She joined Richardson Wealth in pursuit of an independent, entrepreneurial approach where the name on the door still means something.

In addition to her B. Comm Finance, Helen has her Certified Financial Planner (CFP®) and Personal Financial Planner (PFP) designations. Helen is a fully licensed broker and is also fully insurance licensed to best serve her clients’ needs.

When she is not working alongside clients, Helen enjoys spending time with her husband and two daughters. She loves tennis, reading and painting.

Tel: 514.693.6504

Mark.Tetrault@RichardsonWealth.com

As families evolve, wealth follows suit. For 30 years, Mark Tetrault has been standing by his clients and anticipating those changes, developing, and executing strategies to assist clients in reaching their goals.

After graduating from university in 1993 with a Bachelor of Business Administration in Finance, Mark began working with an independent firm in the first half of his career. The second half of his career was spent with Canada’s two largest banks.

His career has come full circle, joining Canada’s premier independent wealth management firm. This entrepreneurial nature and need to serve his clientele in a more agile way drew him to establish his practice at Richardson Wealth in 2019.

Mark currently holds some of the industry’s highest designations in wealth management including Securities Advisor, Professional Financial Planner (PFP) and Certified Investment Manager (CIM®). He lives in Hudson with his family. When he’s not serving clients, he can be found traveling, golfing, playing pickleball, skiing and working with his favourite charity.

Tel: 514.693.6505

Brad.Conklin@RichardsonWealth.com

Brad leads operations and client service for the team. He is our clients’ first point of contact.

Over 20 years in the financial industry, Brad’s experience has run the gamut, establishing proficiency in everything from wealth management to back-office operations and client service.

Brad has successfully completed the Canadian Securities and Conducts and Practice courses and obtained his Registered Representative license. He executes orders in equity, fixed income, ETF and mutual fund investments.

A graduate of Bishops University, Brad spends most of his personal time coaching his three boys in hockey. With a passion for golf imparted by his father who played professionally, Brad also enjoys tennis, poker and travelling.

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.

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.