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, step up to it, and...

FERNANDO CAMPOMAR “A personalized experience instills trust and confidence.” Over his successful wealth management career, Fernando Campomar, CFA®, CFP®, RRC® has kept a keen eye out for ways to elevate his service and strengthen client relationships. Today, that means maintaining personalized client interactions and services while aligning his team in that same pursuit. “When it comes to handling personal, family, and business finances, we know the people coming to see us...

DAVID GALLAGHER “Complexity is where we shine.” After years focused exclusively on protecting clients’ wealth through insurance strategy, David Gallagher, CPCA®, Associate Consultant with IG Wealth Management (IG), now brings that experience to strengthen his team’s holistic wealth management offering. “My mission is to empower people to feel prepared and protected so they can focus on what matters most,” he says. “Our team helps financially...