Viewstone Investment Team is pleased to announce that Nick Lall has joined our growing team

John Tabet and the Viewstone Investment Team is pleased to announce that Nick Lall has joined our growing team as an Associate Investment Advisor and Insurance Advisor. Our search for an Associate Investment Advisor has taken almost 2 ½ years. In this industry, like other professional firms, finding someone with the right qualifications is sometimes the easiest part of a search. Qualifications include licenses and registrations in both Securities (IIROC) and Insurance (Life), experience working with individuals and families, and advising on portfolios and investments. These are qualifications that are taught to someone with the right aptitude. Nick comes with 5 years of experience in the industry and 3 ½ years of working directly with clients at another brokerage firm. Our search has been for an individual who not only demonstrated aptitude, but had the attitude and approach of a steward and fit into our Viewstone Investment Team family. We wanted someone who recognized that ‘money matters’ and finances can be emotional issues; someone who can simplify the complex, providing objective advice in a team-based environment to enhance the client experience. Please join us in welcoming Nick.