Nick Siddhant Lall
Associate Investment Advisor, Insurance Advisor, CIM®
Nick is the newest member of the Viewstone Team. Nick’s focus as an investment advisor is on financial literacy, comprehensive risk planning, and providing active financial advice. Nick has been working in the investment industry for 5 years since graduating from Tyndale University & College with a undergraduate degree in Business Administration. A believer in life-long learning, he has numerous continuing education courses and certifications, most recently completing his Chartered Investment Management (CIM®) designation. He continues to pursue multiple credentials to further augment his specializations in estate planning and intergenerational wealth transfer, as well as meeting the service and advice needs of employers’ Group Plans. A consummate professional, it is important to Nick to invest his time to understand what his clients are working toward and what is important to them before they invest.
When not engaging in business activities and client interactions, Nick is active in his local church, serving as a worship leader, where he enjoys playing the guitar, and as an elder. He is also active in other not-for-profits in an consultative capacity. He and John met many years ago when Nick worked at Camp Mini-Yo-We in leadership. Their friendship lead to direct mentorship when Nick joined the industry over the past few years when Nick was at Edward Jones where he served as Senior Investment Advisor at the Yonge & Lawrence branch office. Subscribing to a solutions-based approach to investment management with a penchant for translating finance into English, Nick is proud to say he loves what he does.