- 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.
- 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.
- 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.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
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:
2022 Report on Business Shook Canada's Top 150 Wealth Advisor in Canada - Angus Watt
2022 Report on Business Shook Canada's Top 150 Wealth Advisor in Canada, Best in Province for Alberta - Angus Watt
2022 NBF Team of the Year, Regional Winner
2021 Report on Business Shook Canada's Top 150 Wealth Advisor in Canada - Angus Watt
2021 NBF Team of the Year, National and Regional Winner
2020 IIAC Top Under 40 - Jim Watt among the Finalist
2019 and 2020 NBF Social Commitment, Alberta & Okanagan
2016 and 2018 NBF Team of the Year, Regional Winner
2017 NBF National Rookie of the Year - Jim Watt
2014 and 2017 NBF Regional Wealth Advisor of the Year - Angus Watt
Our team of experts
Senior Advisor in Financial Planning & Business Development
Executive Assistant & Administrative Coordinator
Senior Wealth Associate
Our collaborators
Charlene Sunderland
Premium 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.
