As an investment advisor and wealth advisor, Amrit co-leads the Lalli Greco Wealth Management team with strategic direction and astute financial planning. Drawing from 23 years of experience in the financial services industry, Amrit has an innate ability to connect with clients and understand what makes them unique.

Growing up, Amrit was always his friends’ go-to for financial advice which spurred him to pursue a Bachelor of Commerce degree from the University of Victoria in 1999. He joined a major financial services provider shortly after graduation and, in 2003, acquired his Certified Financial Planner (CFP®) designation and held the role of Assistant Branch Manager. In 2023, Amrit merged his practice with Dan Greco under the Richardson Wealth umbrella.

Outside of work, Amrit supports inclusivity in sports as chair of KidSport Victoria, an organization that covers sports registration costs for under resourced kids. Amrit and his spouse of over 20 years, Amy, have two children, and a dog named Riya. He enjoys keeping physically fit by exercising, mountain biking, and golfing. 

Dan brings 28 years of experience in the financial industry, including eight years as an Assistant Branch Manager at a major financial services firm. Alongside longtime colleague and partner Amrit Lalli, Dan co-leads Lalli Greco Wealth Management, which they formed when the team joined Richardson Wealth in 2023.

Dan is analytical by nature, and a career in wealth management has allowed him to use that skill to help clients better understand their wealth and move toward achieving their goals.

Dan earned his Bachelor of Arts in Economics from McGill University in 1993 and holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. 

Dan is deeply committed to his community. He serves as president of the Anawim Companions Society in Victoria, a charity aiding individuals at risk of homelessness.

In his personal life, Dan values time with family, including his wife, Maryann, their two grown children, and their dog Cleo. Dan enjoys road cycling, running, and hiking. He has recently taken up ballroom dancing with Maryann, which they do several times a week.

Kelsey is an integral part of the Lalli Greco Wealth Management team, working closely with clients to understand their unique financial situations and empowering them to make educated financial decisions. She is passionate about financial literacy and enjoys translating the complexity of financial planning into digestible ideas for clients. She has eight years of experience in the industry and joined Richardson Wealth in 2023 as part of Lalli Greco Wealth Management.

Kelsey got her start in the industry at a major financial services firm and has worked as both an associate consultant and administrative assistant, giving her a broad perspective of the client experience. She holds a Bachelor of Commerce degree from Royal Roads University and a Diploma in Business Marketing from Georgian College.

In her role as an Assistant, Team Coordinator, Kirsten is a principle point of contact, ensuring client interactions are seamless and handled in a way that leaves clients feeling confident in the Lalli Greco Wealth Management team’s guidance. Kirsten has worked closely with Dan Greco for over 20 years, joining him at Richardson Wealth in 2023.

Kirsten was drawn to the financial services industry because she loves working with people, and has a passion for detail-oriented work and the challenges of problem resolution.

Kirsten and her husband and two children love the outdoors and their hobbies include camping, scuba diving, paddle boarding, along with a newfound interest in gardening.

Tracey is the go-to person for client inquiries at Lalli Greco Wealth Management, helping create a consistent and inimitable experience alongside Amrit for 20 years. She manages the advisors' calendars, ensuring seamless client appointments and efficient pre- and post-meeting management.

Tracey started in the industry in 1985, taking a role at a major financial services firm after working in an administrative capacity at the Department of National Defence for several years. Over the past 38 years, she had held roles from Office Manager, to Advisor, to working with Amrit.  She quickly discovered she has a talent for connecting with clients and enjoys helping enhance their client experience.  She joined Richardson Wealth alongside the Lalli Greco Wealth Management team in 2023.

Tracey has been married to her husband, Allan, for over 40 years. They have two grown children and an 8-year-old springer cross “rescue” dog named Echo. Tracey enjoys spending time with family, crafting, home decorating, cooking, reading and word games.

Meghan is a vital part of day-to-day administrative operations. She supports the Lalli Greco Wealth Management team with any client requests or internal needs to ensure the team is current, compliant, and well-connected with clients.

Meghan found her way to financial services unconventionally. After graduating from the Canadian College of Performing Arts in 2007, she travelled across Canada bringing theatre to elementary schools. She also performed with the New West Theatre in Lethbridge, AB, and the Belfry Theatre/Electric Company Theatre in Victoria, BC. She transitioned from the performing arts into the optical industry, building her career there before transitioning to the wealth management industry.

Meghan is actively involved in her community. She serves on Percy's Out of School Care board and volunteers with the Sidney Elementary Parent Advisory Council. She enjoys biking with her children, gardening, baking, and crafting with her daughter in her free time.

Hannah plays an instrumental part in the client experience at Lalli Greco Wealth Management, focusing on the administrative details that keep the team organized: scheduling meetings, preparing essential documents, maintaining accurate client records, and ensuring a compliant practice. She's also the friendly voice on the phone, assisting clients with their needs.

Prior to joining our team, Hannah worked as an office assistant for a property management company. Hannah's role at Lalli Greco Wealth Management perfectly combines her love for finance and her people skills. She takes joy in assisting clients and continuously expanding her knowledge in the financial services industry.

Hannah loves spending time outside in nature – one of the perks of her recent move to the Oak Bay area. She enjoys hiking, camping, and exploring the beautiful beaches in her area.