AMRIT LALLI CFP®, CIM® and DAN GRECO, CFA, CFP®, Lalli Greco Wealth Management of Richardson Wealth, Victoria, B.C.
AMRIT LALLI DAN GRECO “Unifying business and personal wealth. How the CLEAR FrameworkTM aligns financial strategy.” In the demanding world business owners and professionals navigate, who has time to oversee the multiple, complex, and ever-changing components of their professional and personal finances? Together, Amrit Lalli CFP®, CIM®, B.Comm, and Dan Greco CFA, CFP®, B.A. (Hons.), have come to deeply understand the challenge, s
NATALIE NOBLE
16 minutes ago
MEGHAN MCALISTER, CIM, Investment Counsellor & Portfolio Manager, BMO Private Wealth
Meghan McAlister "Traditional economic theory assumes people are entirely rational at all times. That is not usually the case” Long before Meghan McAlister was running discretionary portfolios for high-net-worth families, she was a ten-year-old at her family breakfast table, comparing Tuesday’s stock quotes to Monday’s in the pages of the Vancouver Sun. "My father was a Venture Capitalist, so I was always very interested in his business dealings,” says Meghan, Investment Coun
CARMEN MORGAN
6 hours ago
