Lalli Greco Wealth Management

Simplifying the complex. Guiding you to financial success.

At Lalli Greco Wealth Management, we guide business owners, incorporated professionals, and families through life’s transitionary moments. Whether that’s exiting your business or moving toward retirement planning, we provide tailored financial solutions and unbiased financial advice to empower you in making informed choices about your financial future.

Our approach is about much more than just investment recommendations. We deliver a comprehensive wealth management experience that instills confidence in your financial security. With over 50 years of combined experience in wealth management and financial planning in Victoria, BC, our team specializes in working with business owners and incorporated professionals. We take an analytical approach, considering various aspects of each strategy and evaluating how your portfolio, insurance, tax strategy, and philanthropic decisions contribute to your overall financial goals.

Under the Richardson Wealth umbrella, we operate without pressure to sell specific products or services. This independence allows us to prioritize your best interests, with access to Richardson Wealth’s in-house team of insurance, philanthropy, and tax and estate planning experts.

At Lalli Greco Wealth Management, we’re here to simplify the complex and guide you to financial success.

 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

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Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

20 May 2025
Wobbly
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12 May 2025
New tune or same old dance?
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Investor Strategy

May 2025
Rollercoaster
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