Amrit Lalli CFP®, CIM®, B.Comm
Senior Wealth Advisor, Associate Portfolio Manager
Email
Phone: 250.655.6957
Dan Greco CFA, CFP®, B.A. (Hons.)
Phone: 250.655.6958
Kelsey White B.Comm
Associate Investment Advisor
Phone: 250.655.6959
Kirsten Critchley
Assistant, Team Coordinator
Phone: 250.655.6960
Tracey Cottrell
Phone: 250.655.6961
Matthew Copleston CFP®, CIM®
Associate Wealth Advisor, Associate Investment Advisor
Phone: 250.655.6962
Mackenzie Bowman
Assistant
Phone: 250.655.6963
2950 Jutland Road, Suite 400 Victoria, British Columbia V8T 5K2 Phone: 250.655.6961
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.
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