Biography

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, and has the skills and versatility to be a comprehensive resource for client investment and tax needs. In 2006 she became a partner, along with Angus and Jane, of the Angus Watt Advisory Group.

Jan understands that financial planning is a cornerstone of the complete wealth management picture, so she ensures that clients have a plan that is customized to their needs, goals, and comfort level. Her to-the-point approach accentuates her focus on client 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 enjoys her time off work at home on the acreage, quilting, gardening, and wildlife watching.

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 14 years ago, Jim joined the Angus Watt Advisory Group after a successful career playing professional hockey, during which he proudly played for Team Canada, fulfilling a childhood dream. 

The experience he has gained in the industry 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.  

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. 

With clients, Jim seeks to understand their goals and lifestyle to provide them with a customized approach to today’s investment environment. 

Jim is proudly committed not only to his clients, but to the community. Included in his current and past commitments to the community are:

• Edmonton Oilers Community Foundation – Chair, Edmonton Oilers Charity Golf Tournament 2023
• Friends of the CFR – Committee Chair (current)
• Kids up Front Canada – Vice-President National Board
• Kids up Front Edmonton - Chair

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?

“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 clients first.”

Ksenia is known for her passion for finance and dedication to her clients and brings a wealth of expertise and knowledge to her role.

In pursuit of education and professional excellence, Ksenia is committed to continuous learning. She is a graduate of the University of Alberta with a Bachelor of Political Science and Economics and has seven years background experience in real estate and client services. Ksenia obtained her Certified Financial Planner® designation in 2021 and she is currently pursuing her Trust and Estate Practitioner (TEP) designation.

In her role as Wealth Advisor, Ksenia brings together all the pieces of a client’s financial management including goals, growth, protection, and distribution for a holistic and complete financial plan. She is also a trusted member of our Business Anchor Team. 

Ksenia is actively involved in her community, volunteering her time and expertise on multiple boards including Kids Up Front – Director, and Edmonton Estate Planning Council - Director.

Outside of her professional endeavors, Ksenia is a tennis and golf enthusiast and enjoys reading history books and cooking.

Why choose the 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.”

Eli joined the Angus Watt Advisory Group in 2013 as a Wealth Associate and transitioned to Wealth Advisor in 2022. He earned his Bachelor of Business Administration degree from NAIT in 2010, and while with Angus Watt Advisory Group, completed his Options and Derivatives license, Wealth Management Essentials, and LLQP.

Eli leverages his knowledge and experience in his role as Wealth Advisor. His attentive approach ensures that your priorities and goals are always in focus. With a broad skill set, Eli is well-equipped to support clients in achieving their financial goals, providing advice, answering questions, discussing option strategies, and managing trust and estate accounts.

Recently, Eli joined Angus, Jim, Jane, and Ksenia as a member of our Business Anchor team providing market updates on Global News.

In his home life, Eli and his wife Kim recently became new parents to their daughter Camila. He enjoys cooking, discovering Edmonton’s local food scene and making the most of the outdoors with their dog, Tucker.

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.”

Bryan has spent his entire working life involved in the investment industry since his graduation from the University of Alberta in 2006. He is no stranger to the Angus Watt Advisory Group, initially working with them in 2007. Recently rejoining the team after over a decade at another investment firm, Bryan’s return signifies not only his expertise, but his commitment to the collaborative and dynamic environment that the Angus Watt Advisory Group is known for.

Core to Bryan’s investment philosophy is a dedication to being disciplined, and adherence to a long-term outlook. Central to our entire team’s approach is the belief that success in investment hinges on actively listening to our clients, understanding their unique goals, and crafting tailored strategies that align with their aspirations.

Outside of his responsibilities to his clients, Bryan enjoys spending time with his partner, Jasmine, and their dog, Evee. He also has an interest in BBQ and live fire cooking. In a past life, he competed in multiple triathlons and would like to incorporate that back into his life.

Why choose the Angus Watt Advisory Group

“The first word that comes to my mind when asked about the team is experience. We have a diverse group of professionals that can tackle any financial need. Our clients know they can come to us with confidence, and we want everyone to know that as well.”

Gavin joined Angus Watt Advisory Group in 2012 and has recently advanced from a Wealth Associate to Wealth Advisor, bringing a strong foundation in client service and financial planning.

With a focus on building personalized strategies, Gavin is committed to helping clients achieve their long-term financial goals. Passionate about making wealth-related matters easy to understand, Gavin ensures complex concepts are explained in a clear and straightforward way. Leveraging industry knowledge and innovative solutions, Gavin delivers exceptional wealth management experiences tailored to each client.

Outside of work, Gavin cherishes moments with his two sons, instilling in them values of hard work and integrity. As a devoted single father, he seamlessly balances his demanding career with quality time spent nurturing his family. Alongside his human loved ones, Gavin treasures the companionship of his loyal canine friend, finding joy and comfort in their bond. He is a man of many and varied interests who enjoys biking, golfing, skiing, and cooking.

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 several multi-generational families in our client base. That speaks volumes.”

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.”

Kimberly has been a member of the Angus Watt Advisory Group at National Bank Financial since July 2019. She started as an Administrative Coordinator and has added Executive Assistant support for Angus Watt and Jim Watt to her role. As a valued team member, Kimberly brings 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 always willing to go the extra mile and uses her exceptional organization skills to make our administration run smoothly and efficiently.

Outside the office, Kimberly enjoys spending time with family and friends. She also loves to travel and is always on the lookout for her next adventure.

Why choose the Angus Watt Advisory Group?

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

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.

Vanessa is a Senior Wealth Associate with more than 15 years of experience in the investment industry. She supports clients to understand the personalized strategies developed and implemented by advisors focused on portfolio planning, risk management, and long term wealth preservation.

Vanessa holds the Chartered Investment Manager (CIM®) designation and has completed several industry courses that enhance her expertise in wealth management support services. She also has a background in Business Marketing, which supports her ability to communicate complex financial concepts in a clear and practical way for clients and their families.

Her approach combines technical knowledge with a strong commitment to delivering a seamless and supportive client experience aligned with the Angus Watt Advisory Group’s planning philosophy.

Outside of work, Vanessa enjoys spending time outdoors with her family.

Why choose the Angus Watt Advisory Group?

“At the Angus Watt Advisory Group, we take pride in building lasting relationships through honest advice, personalized planning, and exceptional service.”

Quinn joined the Angus Watt Advisory Group in January 2026, bringing nearly a decade of experience in commercial banking. Prior to transitioning into wealth management, he worked with corporate clients on lending, cash flow management, and broader financial planning considerations.

Through this experience, Quinn developed a strong interest in helping clients navigate financial decisions and achieve their long-term goals. As a member of the Angus Watt Advisory Group, he works closely with the team to support client relationships and contribute to the delivery of a comprehensive wealth management experience.

Quinn earned his Bachelor of Commerce from the University of Alberta in 2016 and completed his Chartered Financial Analyst (CFA) designation in 2020. His analytical background helps support the team's disciplined approach to financial planning and wealth management.

Born and raised in Edmonton, Quinn enjoys spending time with his wife and two children. In his spare time, he enjoys golf in the summer and curling in the winter.

Why choose the Angus Watt Advisory Group?

“We are a dedicated team that listens first with a process that is rooted in trust, clarity and heart. We strive to ensure that you feel informed, comfortable and confident in every decision.”

Yi joined the Angus Watt Advisory Group in December 2025 and brings more than ten years of experience in wealth management.

In her role as Senior Wealth Associate, Yi is committed to helping ensure client requests and planning initiatives are carried through from start to finish. She is licensed to execute trades and supports the team in maintaining a responsive and detail oriented client service experience.

Yi speaks both English and Mandarin, allowing her to connect with and support a diverse range of clients and their families.

Outside of the office, Yi volunteers with the Canadian Mental Health Association Distress Line, where she offers a compassionate and supportive presence to individuals in crisis. She aims to be a good role model for her daughter, Aubrey, and follows the belief, “Be the change you want to see in the world.”

Why choose the Angus Watt Advisory Group?

“When you say “I wish”, you place the power in others' hands. When you say “I will", you bring that power back to yourself. As your financial partner, we want to hear what means to you the most, and work alongside you to build a sustainable plan that grows with your goals and keeps you in control of your future.”

Jaden is an Associate with the Angus Watt Advisory Group. He holds a Bachelor of Commerce in Finance from the University of Alberta and brings a strong foundation in financial strategy and client service to his role supporting the team and its clients.

Known for his ability to anticipate client needs and build meaningful relationships, Jaden’s approach is shaped by both his academic training and his experience in high touch service environments. His background in competitive athletics—including representing Team Alberta Baseball—has also helped develop the discipline, teamwork, and attention to detail that support the delivery of a consistent client experience.

Jaden is motivated by the opportunity to learn from experienced advisors while contributing to the team’s commitment to helping clients achieve their financial goals through personalized planning and ongoing support.

Outside of work, Jaden enjoys golf, travelling, hiking, spending time with family, and watching sports.

Why choose the Angus Watt Advisory Group?

“At the Angus Watt Advisory Group, we take pride in building lasting relationships through honest advice, personalized planning, and exceptional service.”