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.

 

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Tax & Estate Planning
Strategies 

 

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

 

2024 year-end tax planning checklist

Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to make a positive impact on your overall finances.

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Market research
Insights

 

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

Market Ethos

18 November 2024
Bonds: Where’s the love?
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11 November 2024
Déjà vu: 2.0
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Investor Strategy

November 2024
Halloween puts a scare in markets
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