Kari Lancaster
Kari is responsible for investor-related communications, management and administration for the office. As the main point of contact for Viewpoint’s clientele, she cultivates and strengthens client relationships by representing Viewpoint’s values of excellence and authenticity. Additionally, she oversees the day-to-day operations of the office, while developing and improving the administrative policies and procedures. She enjoys […]
Amin Haji, CFA
Amin is responsible for combining fundamental investment principles with quantitative methods to develop and improve Viewpoint’s systematic investment strategies. His roles include directing Viewpoint’s investment process, identifying new opportunities for innovation and improvement, and applying a risk-centric, holistic approach to portfolio management. Amin is passionate about transparency and alignment in capital markets and takes pride […]
Scott Smith, CFA
Scott is responsible for leading the development and implementation of Viewpoint’s quantitative research into executable investment strategies. Scott’s passionate about macroeconomics, financial markets and how quantitative approaches can be used to combat behavioural biases. With deep expertise in global financial markets, Scott is a contributor to news and media outlets such as Reuters, Bloomberg, the […]
Rob Van Wielingen, CFA
Rob has extensive experience in the portfolio management, real estate, and technology sectors. He has been with Viewpoint since 2010 and has managed multi-asset, real estate, venture, energy, and public market portfolios throughout his career. He holds a Bachelor of Commerce with Distinction from the University of Victoria, is a CFA Charterholder and a registered […]
Vanessa Stack
Vanessa is a seasoned professional with extensive experience in executive support and office management. Currently, she serves as the Executive Assistant and Financial Administrator at Viewpoint Investment Partners, where she provides administrative support to Portfolio Manager Mathew Sawin. Vanessa joined Viewpoint in 2025 and brings 16 years of administrative excellence to the team. Vanessa holds […]
Rosa Golanowski
Rosa joined Viewpoint Private Wealth in 2025, bringing with her an extensive background in financial services and a strong dedication to client relationships. She began her career at TD Bank, holding various positions over 13 years before transitioning to the investment industry. In 2000, she joined Dynamic Mutual Funds as an Assistant to the Regional […]
Brenden Soley, CFA
Brenden joined Viewpoint Private Wealth in 2025, bringing a strong background in investment management and a passion for delivering institutional-grade investment strategies to clients of all backgrounds. His investment career began with internships as a research analyst for a private family office and a boutique investment counseling firm. He later held positions as a Portfolio […]
Mat Sawin, CFA
Mat brings over 15 years of portfolio management, investment analysis, and entrepreneurial experience to Viewpoint. Mat uses the skills gained from his broad exposure across the finance industry to create investment strategies that assist Viewpoint clients in meeting their long-term investment objectives. He has a passion for creating investment products that are transparent and client […]
Garry McCulloch, CIM
Garry’s investment career began at a leading Canadian financial firm, where he managed portfolios for institutional and not-for-profit sectors, high-net-worth clients, estates and trusts, and First Nations communities. In 2001, he joined an independent investment counseling firm, mentoring under one of Canada’s foremost investment managers, Mr. Ned Goodman. He later transitioned to Richardson Wealth in […]