Who We Are

Your Victoria Financial Advisors

Experience. Consistency. Trust.

Withover 50 years of combined experience, the Lalli Greco Wealth Management team provides thoughtful, hands-on financial guidance built around long-term relationships. We take an analytical, client-specific approach to planning and portfolio management, helping business owners, incorporated professionals, and high-net-worth families bring more clarity to the decisions ahead.

Amrit Lalli

CFP®, CIM®, B.Comm

Portfolio Manager, Senior wealth Advisor

Phone number  250.655.6957
Email address  Amrit.Lalli@RichardsonWealth.com

Amrit co-leads Lalli Greco Wealth Management with strategic direction and astute financial planning. With 20+ years of experience in the financial services industry, Amrit has developed an innate ability to connect with clients and understand their unique financial goals.

Amrit’s passion for financial advice began as he naturally became the person friends turned to for financial advice. This interest led him to earn a Bachelor of Commerce degree from the University of Victoria in 1999. Shortly after graduation, he joined a major financial services provider and quickly advanced in his career. By 2003, Amrit had earned his Certified Financial Planner (CFP®) designation and served as an Assistant Branch Manager. In 2023, he merged his practice with Dan Greco under the Richardson Wealth umbrella to form Lalli Greco Wealth Management.

Outside of work, Amrit is deeply committed to giving back to his community. He serves as chair of KidSport Victoria, an organization that promotes inclusivity by covering sports registration costs for under-resourced children. Amrit also enjoys an active lifestyle with his spouse of over 20 years, Amy, their two children, and their dog Riya. His hobbies include mountain biking, golfing, and staying physically fit through regular exercise.

Dan Greco

CFA, CFP®, B.A. (Hons.)

Portfolio Manager, Senior Wealth Advisor

Phone number  250.655.6958
Email address  Dan.Greco@RichardsonWealth.com

Dan brings 30+ years of experience in the financial industry to his role as co-lead of Lalli Greco Wealth Management. Known for his analytical approach, Dan excels at helping clients better understand their wealth and develop strategies to achieve their financial goals.

Dan earned a Bachelor of Arts in Economics from McGill University in 1993 and holds both the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. His dual certifications enable him to offer clients a comprehensive approach that combines strategic planning with investment expertise.

Dan is as committed to his community as he is to his clients. He serves as president of the Anawim Companions Society in Victoria, a charity that supports individuals at risk of homelessness. In his personal life, Dan values time with family—his wife Maryann, their two grown children, and their dog Cleo, He enjoys road cycling, running, hiking, and ballroom dancing with Maryann several times a week.

Kelsey White

B.Comm

Associate wealth planner, associate Wealth Advisor

Phone number  250.655.6959
Email address  Kelsey.White@RichardsonWealth.com

Kelsey works closely with clients to understand what matters most to them and to develop personalized wealth strategies designed around their unique financial goals. She believes successful financial planning starts with understanding a client's priorities, whether that means building wealth, preparing for retirement, protecting family, creating a legacy, or balancing multiple objectives throughout life.

Kelsey specializes in comprehensive financial planning, investment management, and insurance and risk management. Her approach integrates all key areas of financial planning, including cash flow management, investment planning, tax planning, retirement planning, estate planning, and risk management. She helps clients understand not only what recommendations are being made, but how each element of their plan works together to support their long-term goals.

Known for translating complex financial concepts into practical and meaningful advice, Kelsey is committed to helping clients make confident, informed decisions about their wealth. She takes a collaborative approach, ensuring clients feel engaged in the planning process and understand the purpose behind every strategy and portfolio recommendation.

In addition to her client advisory responsibilities, Kelsey plays a key role in portfolio oversight, business development initiatives, and the ongoing growth of the practice. She works closely with clients, accountants, lawyers, and other professionals to ensure financial strategies remain aligned and comprehensive as clients' lives evolve. This coordinated approach allows her to deliver advice that is both technically sound and deeply personalized.

Kelsey holds a Bachelor of Commerce and the Certified Financial Planner (CFP®) designation. She is currently pursuing the Chartered Investment Manager (CIM®) designation to further enhance her investment management expertise.

Outside of work, Kelsey enjoys an active West Coast lifestyle and can often be found skiing, mountain biking, or exploring the outdoors with her family.

Matthew Copleston

CFP®, CIM®

Associate Wealth Advisor, Associate Investment Advisor

Phone number  250.655.6962
Email address  Matthew.Copleston@RichardsonWealth.com

Matthew joins Lalli Greco Wealth Management with over a decade of experience in the financial services industry. Specializing in comprehensive financial planning, Matt is dedicated to helping successful business owners and their families navigate complex financial landscapes with confidence and clarity.

Matt’s approach centers on simplifying complexity-translating intricate financial matters into clear, actionable strategies tailored to each client’s unique needs and long-term goals. He believes in building strong, trusted relationships and is committed to delivering personalized service that empowers clients to make informed decisions for their future.

Matt holds a Diploma in Finance from Camosun College and has earned both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, underscoring his commitment to professional excellence and ongoing learning.

Known for his thoughtful planning and strategic guidance, Matt is passionate about supporting clients through every stage of their financial journey, ensuring their success and peace of mind.

At Lalli Greco Wealth Management, Matt adds depth and expertise to our team, further strengthening our commitment to delivering exceptional, client-focused advice and service.

Mackenzie Bowman

B. Sc., CPA

Associate

Phone number  250.655.6963
Email address  Mackenzie.Bowman@RichardsonWealth.com

Mackenzie brings a strong foundation in business and finance to his role, backed by experience in public accounting and progress toward CPA certification. Mackenzie has developed a keen analytical mindset and a detail-oriented approach to client service. He holds an undergraduate degree in Economics and, driven by a genuine interest in finance, made the transition to the financial services industry to help clients achieve their goals.

Mackenzie’s background in accounting equips him with a practical understanding of complex financial matters, while his approachable nature makes him a trusted resource for clients navigating important decisions. He is committed to delivering clear, actionable advice that supports clients at every stage of their financial journey.

Outside the office, Mackenzie is passionate about staying active and exploring the outdoors. Whether it’s hiking, running, snowboarding in the winter, or sailing during the summer months, he enjoys making the most of Vancouver Island’s natural beauty.

Kirsten Critchley

Assistant, Team Coordinator

Phone number  250.655.6960
Email address  Kristen.Critchley@RichardsonWealth.com

Kirsten plays a vital role in ensuring smooth day-to-day operations. She prepares documentation, manages insurance administration, maintains accurate client records, and ensures process compliance. Her passion for detail-oriented work and problem-solving makes her an invaluable asset to the team. Outside of work, Kirsten enjoys camping, scuba diving, paddleboarding with her husband and two children, and has recently taken up gardening as a new hobby.

Tracey Cottrell

Assistant, Team Coordinator

Phone number  250.655.6961
Email address  Tracey.Cottrell@RichardsonWealth.com

Tracey is the first point of contact for client inquiries at Lalli Greco Wealth Management. She handles incoming calls and manages advisor calendars to ensure seamless client appointments while troubleshooting any issues that arise. With 35+ years of experience in the financial services industry – including roles from Office Manager to Advisor – Tracey brings unmatched expertise and perspective to her current position.. Married for over 40 years to her husband Allan, Tracey enjoys crafting, home decorating, cooking, reading, word games, and spending time with their rescue dog Echo.

The benefits of Richardson Wealth

Richardson Wealth’s story is one of limitless possibilities, grounded in a deep understanding of what clients need to thrive across generations. We are proud to be part of the iA Financial Group, a leading non-bank wealth platform in Canada — fast becoming a destination of choice for the country’s top advisors and their clients.

Richardson Wealth advisors are among the most experienced and respected in the industry. They are invited to join our firm based on their integrity, long-term client relationships, and ability to navigate complex markets with sound judgment. We support them with investment opportunities and access to top-tier research — all designed to help you diversify, grow and protect your portfolio.

Our advisors provide independent advice and their recommendations are tailored to your unique needs, whether you’re planning for the future, protecting what you’ve built, or creating a lasting legacy. Doing what’s right is at the heart of everything we do, for you, your family and your future.

We invite you to learn more about Richardson Wealth: www.RichardsonWealth.com

Officially one of Canada’s Best Workplaces™

We have always known our firm is an exceptional place to work and now it’s official once again. For the fifth year in a row, we have been certified as a Great Place to Work®. Not only that, we’ve again been recognized as one of Canada’s Best Workplaces™ in Financial Services and Insurance for 2025. This recognition means so much because it comes directly from our employees, and what they say as a whole about their work experience in our offices across the country. Our firm’s success, strength and effectiveness is a direct reflection of the advisor teams and individuals who work here.

Our firm has also been named on the 2021 list of Best Workplaces™ for Women. This endorsement is a wonderful testament that we don’t just talk-the-talk, we walk-the-walk with our commitment to the advancement of gender equality in our corporate and public communities.

And, at a time when many of us continue to face many challenges, we are proud to have also been recognized as a Best Workplace™ for Mental Wellness, highlighting our dedication to preserving an environment that makes mental health a top priority. We believe protecting and nurturing employee wellbeing has never been more important.

Great Place to Work badges

Reflecting our culture of trust and the way we work, these recognitions underscore our deeply ingrained principles and unwavering commitment to each other, our clients and communities. Ultimately, we believe this is a true reflection of our culture of trust and the way we work. We’ve joined the ranks of Canada’s most esteemed companies, achieving the definitive standard of what it means to be one of Canada’s Best Workplaces™.

 

Bring your whole financial life into focus today.

We’d love to help you see things more clearly.