Jim Watt

Senior Wealth Advisor - Managing Partner @Angus Watt Advisory Group National Bank Financial

Edmonton, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2012 — Present

Senior Wealth Advisor - Managing Partner @Angus Watt Advisory Group National Bank Financial

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Edmonton, AB, CA

After finding success as a semi-professional hockey player and fulfilling his dream of playing for Team Canada, Jim made the decision to embark on a new career. He obtained his Bachelor of Commerce (Honours Business Administration) from the Odette School of Business at the University of Windsor and joined the Angus Watt Advisory Group under National Bank Financial in 2012.As an Investment Advisor, he works closely with fellow associates and Partners to manage all aspects of the client relationship, which includes monitoring accounts, regular review of investments and strategies, and staying informed of economic events in the market. Jim strives to provide a customized approach when discussing wealth management needs, goals and objectives with clients.Why chose the Angus Watt Advisory Group at National Bank Financial?“We work as hard for you as you do for others. The Angus Watt Advisory Group takes pride in helping individuals and families achieve their financial goals. We truly put our client’s first.”

EDUCATION

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Canadian Securities Institute

Wealth Managment Essentials (WME), Finance and Financial Management Services

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Canadian Securities Institute

Options , Advanced Investments

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Canadian Securities Institute

Canadian Securities Course (CSC), Finance and Financial Management Services

N/A

Canadian Securities Institute

Derivatives Fundamentals Course (DFC®)

2007 — 2012

University of Windsor

Honors Bachelor of Commerce (B.Comm), Finance

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Canadian Securities Institute

LLQP - Full Life Insurance

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Canadian Securities Institute

CPH, Finance and Financial Management Services

ABOUT JIM WATT

Jim is an IA with the Angus Watt Advisory Group under National Bank Financial, a team of…

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Jim Watt — Senior Wealth Advisor - Managing Partner at Angus Watt Advisory Group National Bank Financial in Edmonton, AB, CA | Unifers