John Tabet Senior Investment Advisor john.tabet@iagto.ca John Tabet brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals and families face the future with anticipation rather than apprehension. John began his career in the discount brokerage field during its infancy back in…
Rodney Stein Senior Investment Advisor rstein@iagto.ca Rod joined the Bank of Montreal (BMO) in 1972 and in November 1979, became the Senior Manager Bond Trading responsible for all trading and distribution of long term debt market products. Three years later, he was promoted to Vice-President within the Bank’s Domestic Cash Markets Group, mainly responsible for…
Lara Huska Associate Advisor lhuska@iagto.ca Lara is a licensed investment advisor and is currently pursuing her certification as a financial planner. Lara also handles client administration such as account set up, transfers and other day-to-day client operations. She has been with the ViewStone Team since 2011.
Keri Tabet Office Administrator & Bookkeeper keri@viewstone.ca Keri brings years of administrative experience to the team. Most comfortable behind the scene, Keri’s focus is on managing expenses, bill payments, day-to-day banking, and ensuring that we maintain appropriate financial and Human Resources records. Keri has been with the team officially since 2013, but unofficially has been…
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…
Matthew Nellich Business Intelligence Officer mnellich@iagto.ca Matt began as a Summer Intern between 2013-2016 and then joined the ViewStone team full-time in 2017. Matt is our Business Intelligence Officer and is in charge of tracking trades and conducting research. Matt graduated from the University of Windsor with a Bachelor of Commerce (Hons).