Our Team

We listen, understand, and help.

We work together to achieve your goals.

We help you prosper and achieve your goals as you dream them. 

We are driven by our passion for helping people and businesses build and protect their wealth.

We are proud to be recognized for our exceptional service with more than 15 honours and distinctions in recent years, including:

2021: Team of the Year, National Winner

2021: Report on Business Shook Canada's Top 150 Wealth Advisor in Canada - Angus Watt 

  • Rank 54th in Canada 
  • Rank 1st in Alberta under National Bank Financial - Wealth Management

2020: Finalist, IIAC Top Under 40 - Jim Watt

2019 and 2020: Social Committment, Alberta & Okanagan

2016 and 2018: Team of the Year, Regional Winner

2017: National Rookie of the Year - Jim Watt

2014 and 2017: Regional Wealth Advisor of the Year - Angus Watt

Our team of experts 

Our collaborators 

Senior Personal Banker, National Bank of Canada 

Certain services are offered by third parties. Insurance products and services are provided 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.

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

Get contact information for our team members and find out where our offices are.