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 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 works closely with clients to understand their unique financial goals and empower them to make informed decisions about their wealth. Her approach is centered on education and collaboration, ensuring clients feel comfortable and involved in every step of the planning process.
Her work includes financial planning, investment management, and insurance protection, focusing on the six disciplines of financial planning. Kelsey is known for making complex financial topics easy to understand and for creating a supportive, client-focused experience built on trust and clarity.
Known for her down-to-earth style, Kelsey brings both empathy and precision to every client interaction. She holds a Bachelor of Commerce from Royal Roads University and a Business diploma from Georgian College and is currently pursuing her Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Outside of work, Kelsey leads an active lifestyle and is often found skiing or mountain biking with her husband and dog. She’s passionate about understanding what drives people, embodying a balance of professionalism and fun that makes her a valued member of the Lalli Greco Wealth Management team.
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 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 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 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.