Amrit Lalli, Cfp®, Cim, Fma, B.Comm Email & Phone Number

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.

Listed skills include Insurance Planning, Financial Planning, Retirement Planning, Investments, and 25 others.