Jim Watt
Senior Wealth Advisor - Managing Partner @Angus Watt Advisory Group National Bank Financial
Signup · Get unlimited contacts
WORK HISTORY
Senior Wealth Advisor - Managing Partner @Angus Watt Advisory Group National Bank Financial
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
Canadian Securities Institute
Wealth Managment Essentials (WME), Finance and Financial Management Services
Canadian Securities Institute
Options , Advanced Investments
Canadian Securities Institute
Canadian Securities Course (CSC), Finance and Financial Management Services
Canadian Securities Institute
Derivatives Fundamentals Course (DFC®)
University of Windsor
Honors Bachelor of Commerce (B.Comm), Finance
Canadian Securities Institute
LLQP - Full Life Insurance
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…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.