Welcome Stephanie Smith, a new Associate with our team! Stephanie is a dedicated finance professional with over seven years of experience in the industry. Originally from Grande Prairie, she brings a unique blend of small-town warmth and big-city expertise to our team. Stephanie earned her certification in Office Administration from MacEwan University and has continually expanded her finance knowledge through several specialized courses. Her commitment to ongoing learning ensures she stays at the forefront of the industry. Stephanie is renowned for her exceptional client service, always going above and beyond to provide a personal touch and the highest level of care. To contact Stephanie, email [email protected]. #AngusWattAdvisoryGroup #WealthManagementExperts #FinancialPlanning #InvestmentStrategy #SustainableWealth #YEG
Angus Watt Advisory Group | National Bank Financial
Investment Management
Edmonton, Alberta 964 followers
Trust, clarity, and heart.
About us
Solutions designed to meet your needs. Wealth management isn’t just about your money, where it goes and how it grows – it’s also about your time and energy, your entire lifestyle picture, your goals and dreams, your family and your enjoyment. That is a lot to rest on your shoulders. But your aren't in this alone. We are here to help. Our team of wealth specialists will work with you to create a wealth picture you can see – from investments and estate planning to insurance and benefits. In today’s times, where uncertainty reigns, working with a trustworthy, professional wealth management team helps takes away some of the uncertainty. You, and your future, are too precious to leave in the hands of fate. Our services: wealth management, portfolio management and more Our team believes being patient, asking the right questions, getting the best insight and input, and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs. We work as a team with our experts in related fields to help you realize the goals that are important to you. "The opinions, endorsements and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes. Insurance Products and Services are offered by NBF Financial Services (NBFFS) NBFFS is not a member of the Canadian Investor Protection Fund (CIPF). Insurance products are not protected by the CIPF."
- Website
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http://www.anguswatt.com
External link for Angus Watt Advisory Group | National Bank Financial
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Edmonton, Alberta
- Type
- Privately Held
- Founded
- 2006
- Specialties
- Investment Management, Wealth Planning, Estate Planning, Insurance & Benefits, Tax Planning, Philanthropy, Banking Solutions, Portfolio Management, and Insurance & Annuity
Locations
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Primary
Get directions
10175 101 St NW
Suite 1800, Enbridge Centre
Edmonton, Alberta T5J 0H3, CA
Employees at Angus Watt Advisory Group | National Bank Financial
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Jane Alm
Senior Wealth Advisor at National Bank Financial
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Eli Der
Wealth Advisor at National Bank Financial
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Jim Watt, BComm (Hon)
Senior Wealth Advisor, Angus Watt Advisory Group at National Bank Financial
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Kimberly Stuparyk
Executive Assistant | Administrative Coordinator, Angus Watt Advisory Group at National Bank Financial
Updates
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It is #backtoschool for students! It is never too early to start a financial plan even when you are a post-secondary student preparing for your future after graduation. Get in touch today and one our team members would be happy to assist you. https://lnkd.in/g4qzpYkq. #AngusWattAdvisoryGroup #WealthManagementExperts #FinancialPlanning #InvestmentStrategy #SustainableWealth #YEG
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Are all the bills paid and you have surplus money? What are your best options to allocate the funds? Repay your debts or save? Learn more from our detailed Investment Guide! https://lnkd.in/gfA97rzC #AngusWattAdvisoryGroup #WealthManagementExperts #FinancialPlanning #InvestmentStrategy #SustainableWealth #YEG
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We congratulate Ksenia Lee, CFP on her new role! With 7 years’ experience with the Angus Watt Advisory Group, Ksenia has transitioned from Associate to Wealth Advisor. She enjoys working with clients on all aspects of the relationship, from your investment portfolio, to planning and retirement calculations. Ksenia is dedicated to ensuring all of your wealth management needs are well taken care of. Reach out to Ksenia today for support in your financial planning goals. Email [email protected]. #AngusWattAdvisoryGroup #WealthManagementExperts #FinancialPlanning #InvestmentStrategy #SustainableWealth #YEG
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Congratulations to Eli Der on becoming a Wealth Advisor! Eli has been a cornerstone of our team for over 13 years, responding to client requests and taking care of your needs. Eli’s background and experience, along with his care for clients and depth of knowledge, will ensure you receive advice and support when you need it most. Eli would be happy to chat with you to discuss your financial needs. Email him at [email protected]. #AngusWattAdvisoryGroup #WealthManagementExperts #FinancialPlanning #InvestmentStrategy #SustainableWealth #YEG
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Do you have a clear plan to achieve your financial goals? We would be happy to assist you and discuss the benefits of portfolio management. Learn more on our website: https://lnkd.in/gC4Sg5HJ or contact us today at https://lnkd.in/g4qzpYkq. #PorfolioManagement #AngusWattAdvisoryGroup #WealthManagementExperts #FinancialPlanning #InvestmentStrategy #SustainableWealth #YEG
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Meet Samantha Gagnon, a new Associate with our team! Samantha, a recent BComm with Distinction graduate, has started her career with us as an Associate with the Financial Planning team. She looks forward to providing high quality, personalized service to our clients, and support for the team to ensure we are providing you with top notch support. Languages: English, French To contact Samantha, email [email protected]. #AngusWattAdvisoryGroup #WealthManagementExperts #FinancialPlanning #InvestmentStrategy #SustainableWealth #YEG
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We are pleased to welcome Associate, Naina Singh, to the team! Naina is an expert in collaboration and attention to detail, enhancing our ability to provide exceptional client service. With over 14 years of experience in banking and wealth management, combined with a strong background in client communication and responsive service, she is eager to contribute to the team’s care and attention to your portfolio. Languages: English, French and Punjabi You can reach Naina at [email protected]. #AngusWattAdvisoryGroup #WealthManagementExperts #FinancialPlanning #InvestmentStrategy #SustainableWealth #YEG
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Did you know? • UBS says $83 trillion+ of wealth to be inherited within the next 30 years, with 20% of the world’s assets held by people over the age of 75. • Switzerland has the world’s highest average wealth per capita, at almost $710,000 per person. Learn more about Canada and world insights with our Weekly Update. Subscribe today! https://lnkd.in/gxnhGNHp #WeeklyUpdate #AngusWattAdvisoryGroup #WealthManagementExperts #FinancialPlanning #InvestmentStrategy #SustainableWealth #YEG
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Meet Mary Powell, one of our newest team members. Mary brings over 8 years of wealth management experience to her role as a Wealth Associate. She is a highly organized, efficient, and motivated individual focused on collaborating closely with the team to deliver exceptional service to clients. Mary takes pride in helping individuals and families protect and grow their wealth; she is a valuable addition to our team. Languages: English, Tagalog Please reach out to Mary to find out more about her, our team, and how we might be able to assist with your wealth management - [email protected]. #AngusWattAdvisoryGroup #WealthManagementExperts #FinancialPlanning #InvestmentStrategy #SustainableWealth #YEG
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