Biography

With a career spanning four decades, Jane has developed an expertise in North American income products. Her knowledge of wealth management, retirement planning, asset allocation, options and strategies is extraordinary. Her experience and her patient, personalized approach ensure you are informed and comfortable with your investments and decisions.

Jane began working alongside Angus in 1979 as a summer student. She was fascinated by the industry so came back full time the next spring. She has been a partner of the Angus Watt Advisory Group since 2006.

Jane’s mother was one of the first female wealth advisors in Edmonton and instilled in her a strong sense of self-reliance and ethics. Jane has taken the lessons of her first mentor to heart and passes them along. Over the last decade, Jane has volunteered her time to encourage and mentor young women as they explore careers in the finance industry. She served as the Sponsorship Chair, Edmonton Women in Finance from 2018-2020 and was a member of the Organizing Committee, National Bank Financial Women Wealth Advisor's Symposium from 2014 to 2019.

Jane is a Business Anchor for Global News Edmonton; a welcomed and trusted addition to our daily business news update to Albertans.

Jane recently celebrated her 36th anniversary with her husband Mark. She is a proud mother of one and proud human mum to a beagle. To relax, Jane enjoys golf, long walks, and reading. She brings passion and energy to everything she does, including her hobbies. Not satisfied with merely enjoying wine, she has achieved Level 2 at Wine and Spirit Education Trust (WSET) and recently completed a sensory masterclass.

Why choose the Angus Watt Advisory Group?

“Above all else, we provide exceptional service and are always here to listen. It’s your future, we want you to sleep soundly at night and be comfortable with your investments.”

Jan ensures you have a plan that is customized to your needs, goals and comfort level. Her to-the-point approach accentuates her focus on your best interests and her ability to cut through the noise to get to the heart of the matter. Her expertise means you receive superior wealth management services.

Jan has spent her career developing the skills and versatility to be a one-stop-shop for your investment and tax questions. When Jan joined the Angus Watt Advisory Group in 2002, she brought with her over 25 years of experience in accounting, personal tax, insurance and wealth management. In 2006 she became a Partner, along with Angus and Jane, of the Angus Watt Advisory Group. Understanding that financial planning is a cornerstone of the complete wealth management picture and wanting to provide our clients with the expertise that will play a role in your financial success, she obtained her CERTIFIED FINANCIAL PLANNER^® designation in 2009.

When Jan gets some time off you can almost certainly find her quilting a new blanket or carefully watching the wildlife trekking across her acreage.

Why choose the Angus Watt Advisory Group?

“Every plan is customized for each client, and we’re here to provide the comfort that each client deserves. We really do care about your overall well-being.”

Over a decade ago, Jim joined the Angus Watt Advisory Group after a successful career playing professional hockey, which included proudly playing for Team Canada – fulfilling a childhood dream. 

Today the experience he gathered has made him one of the most trusted wealth advisors in western Canada. In 2016, Jim became a partner of the Angus Watt Advisory Group. In 2017, Jim received the National Bank Financial Regional Rookie of the Year Award. In 2020 he was recognized by the Investment Industry Association of Canada (IIAC) as one of Canada’s Top Advisors Under 40.

As part of our trusted Business Anchor team with Angus Watt and Jane Alm, Jim provides daily business news updates to Albertans over 30 times per week on Global TV.

Jim’s focus with clients is to understand their goals and lifestyle, providing a customized approach to today’s investment environment. 

In his off-hours, Jim loves travelling with his wife Caryn and hiking in the mountains with daughters Vivienne and Victoria, and their yellow lab Jessie. Between trips to the mountains Jim will still occasionally hit the ice or the golf greens. 

Why choose the Angus Watt Advisory Group?

“The Angus Watt Advisory Group takes pride in helping individuals and families achieve their financial goals. We truly put our clients first.”

Ksenia joined the Angus Watt Advisory Group in 2017 after seven years of experience in the fields of real estate and client services. A graduate of the University of Alberta with a Bachelor of Political Science and Economics, Ksenia is a Wealth Advisor and obtained her CERTIFIED FINANCIAL PLANNER^® designation in 2021.

Ksenia’s passion for finance is fueled by challenges of the industry and influences on her upbringing. With a thirst for knowledge, she is committed to furthering her education and increasing her knowledge base through experience and continual learning.

Ksenia is involved in numerous aspects of client relationship management from our wealth management platform to planning and retirement calculations. Ksenia takes pride in getting things accomplished. Whether it is a quick phone conversation or a large project, with Ksenia you know it is in good hands. 

She is currently Board Director for the Edmonton chapter of Kids Up Front, an organization dedicated to ensuring that ALL kids have access to fun, enriching experiences.

Outside of the office, Ksenia likes playing tennis and is currently working on improving her golf swing. She also enjoys reading history books and experimenting with dishes from world cuisines. 

Why choose Angus Watt Advisory Group?

“I believe it is crucial to build trust and have clarity with clients. Honesty, integrity and respect is what creates the lifelong relationships we have with our clients as they go through various stages in their lives.”

Every time Eli picks up the phone, he showcases his meticulous care for our clients. Whether you need advice, have questions regarding your account, or need to make a trade – Eli has you covered. His knowledge and experience allow him to assist the team with anything that needs to be done and ensure you receive direct and timely support when you need it most. Eli works closely with our Advisors on option strategies and has expertise dealing with trust and estate accounts.

In his off-hours, Eli enjoys exploring Edmonton’s local food scene and getting outside as much as possible. He recently took up distance running, completing his first half-marathon in August 2018 and first Spartan race in June 2019.

Why choose the Angus Watt Advisory Group?

“We’re focused and trustworthy. We give our clients our full attention, and we’re always looking out for your best interests.”

There is no question that Elena’s experience across the financial services and wealth management sector is both deep and broad. With 20+ years of experience, Elena works with clients to achieve retirement, cash flow, tax, risk management, philanthropy, and estate planning goals.

Elena is always improving her skills, knowledge, and training to better serve clients. She most recently completed her Certified Financial Planner accreditation to complement her CPA and MBA designations. With every interaction, clients will get insightful, creative, and solid advice from Elena to help achieve their personal and family financial goals. Elena is fluent in Spanish and English.

Elena enjoys spending time with her husband and two sons, mainly at sporting facilities where the kids spend most of their free time. She loves salsa dancing, singing, and travelling to Ecuador to visit her extended family. Elena volunteers with various boards and participates in holistic events that allow personal and spiritual growth.

Why Choose Angus Watt Advisory Group?

“It is amazing to me that the Angus Watt Advisory Group has more than 100 years of combined experience between all the team members. The expertise that every person in the group brings to our clients is outstanding. Cross disciplinary professionals working together to achieve financial efficiency for our clients is the number one reason why clients should consider the Angus Watt Advisory Group.”

Angela’s oversight ensures an efficient atmosphere, enabling our advisors and associates to dedicate their focus on your needs. She is responsible for coordinating business and marketing plans, day-to-day administration, human resources, business processes, client development and compliance. Planning and coordination of all events the Angus Watt Advisory Group is involved in, from executive strategy sessions to The Glass Cliff 2017 women’s leadership event, rounds out her diverse role.

Her business expertise has led Angela to diversify into a very different business venture - art. As co-owner of Avens Gallery in Canmore, she loves the inspiration and emotion that art evokes in people. While she enjoys the fast pace of her work environment, there’s nothing like the connection to nature that comes with a trip to the mountains with her family.

Why choose the Angus Watt Advisory Group?

“Our depth of knowledge and experience make us uniquely qualified to take care of your needs. Creating an exceptional client experience is at the heart of what we do.”

During the past 14 years that Santana has spent in the financial industry, she has developed her skill and knowledge in the areas of personal banking, business banking, and management. She joined National Bank Financial in December 2018, and recently joined the Angus Watt Advisory Group in the role of Operations Administrator.

Santana has spent time as an associate, completed Branch Coordinator/Operations training, and was the Regional Transitions Coordinator for the Alberta and Okanagan region, leading the onboarding of new teams to NBF. Previously, she completed her Investment Funds in Canada course and part of her Financial Planning credentials.

She is extremely knowledgeable about the processes, systems, and documentation at National Bank Financial. Her dedication to accuracy and her ‘get-it-done’ approach complement the Group’s commitment to customer service excellence.

Santana loves travelling with her husband, spoiling their two dogs, and playing sports.

Why choose the Angus Watt Advisory Group?

“The saying goes, ‘it takes a village’, and it couldn’t be more relevant to achieving your financial goals. In a time where advisory services are popping up in all different forms and the pace of information change is the fastest it’s ever been, this is one of the most impactful decisions you may ever make. In choosing our team, you will see our deep rooted belief in "prosperity for all" and our passion for clients' success. Our strong relationships built on trust, clarity, and heart ensure personalized support in achieving wealth management goals. With a proven track record, managing over $1.4 billion in investments and receiving numerous awards, including being recognized as Canada's Top 150 Wealth Advisor 2022 and 2021, our comprehensive services cater to diverse needs. Additionally, our commitment to community investment reflects our dedication to making a positive impact beyond financial prosperity.”

Kimberly joined the Angus Watt Advisory Group at National Bank Financial as our Administrative Coordinator in July 2019, bringing over 20 years of financial administrative knowledge and a unique passion and drive for team dynamics. Previously the Branch Administrator for the Edmonton Branch, she is also familiar with the operation and administrative requirements at National Bank Financial.  

Kimberly is a highly organized person and is always willing to go the extra mile to make our administration run fluently and efficiently.

In her spare time, Kimberly enjoys spending time with friends, family and her furry best friend Holley. She loves to travel and is always on the lookout for her next adventure.  

Why choose the Angus Watt Advisory Team?

“The Angus Watt Advisory Group strives to provide exceptional client service to make your financial goals a success.”

With Gavin, you can expect clear communication and great service. With all the instruments and procedures available to our Wealth Advisors, Gavin’s knowledge ensures they have the right tool for the job when you need it. 

Gavin joined the Angus Watt Advisory Group in 2014. He administers and organizes our account management system and provides trading support to the team, specializing in equities and new issues. 

A man of many and varied interests, Gavin enjoys biking, golfing and skiing. He’s also an adept cook; his two boys dubbing him “King of the Instantpot.”

Why choose the Angus Watt Advisory Group?

“Our track record speaks for itself. We have been helping our clients meet their financial goals for over 30 years. We are proud to include a number of multi-generational families in our client base. That speaks volumes.”

Angelene joined the team in November 2022 and clients will experience her relationship-building skills immediately. Her responsiveness and proactive energy will provide clients with an exceptional “point of contact” experience. Angelene is fluent in Mandarin and English.

Angelene enjoys her time away from work exploring good food and taking advantage of all many amazing experiences our community has to offer. She is a dedicated and loyal friend and partner, and the tries to bring that same sense of dedication to daily physical activity and personal wellness.
 

Why choose the Angus Watt Advisory Group?

“Each team member provides our clients with exceptional service through their individual expertise. Everyone on the team cares about our clients and helping them achieve their goals.”

Mary joined the Angus Watt Advisory Group in May 2023 with six years of experience as a Wealth Management Associate. She is a highly organized, efficient, and motivated individual focused on helping her team, and delivering exceptional service to clients.

Outside of the office, Mary likes to spend time with her family and friends. She appreciates a balanced lifestyle and enjoys going out as much as staying in. Some of her interests include fitness, fashion, makeup, skincare, food, wine, and travel.

Why choose the Angus Watt Advisory Group?

“With the Angus Watt Advisory Group, you can expect excellent service that is customized to your goals. We truly care about our clients’ overall well-being and take pride in helping individuals and families protect and grow their wealth.”

Kira joined the Angus Watt Advisory Group after seven years as a Senior Business Office Administrator with Edward Jones. She is very organized and self-motivated and excels at connecting with people and building relationships.

In Kira’s off-hours, she spends time with her friends and her four-legged family of two dogs. She likes visiting family in the Okanagan where she grew up. And she’s something of a fitness buff — she’s into running, lifting, and boxing.

Why choose the Angus Watt Advisory Group?

“In everything we do, doing what’s best for our clients and putting them first is our priority.”

Samantha joined the team in the role of Associate in July 2023 after completing her Bachelor of Commerce with Distinction.  She is thrilled to be starting her career with the established and dynamic Angus Watt Advisory Group, and looks forward to providing high quality, personalized service to our Financial Planning team and clients.

Samantha is a highly driven and passionate individual whose experiences playing post-secondary volleyball have molded her enthusiasm for teamwork and instilled in her the desire for excellence. She remains a fierce competitor on and off the court, always investing her full effort into anything she does. Samantha is fluent in English and French.

Why choose the Angus Watt Advisory Group?

The Angus Watt Advisory Group supports continual growth and education for its team members as we strive to provide current and holistic service to clients. Our core values are reflected in the exceptional work we do, and our team gives advice and solutions for all aspects of our clients’ lives.