Biography

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

With a career spanning four decades, she has developed an expertise in North American income products and 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’s mother was one of the first female wealth advisors in Edmonton and instilled in Jane a strong sense of self-reliance and ethics. She has taken the lessons of her first mentor to heart, by encouraging and mentoring young women in the finance industry as the past Sponsorship Chair of Edmonton Women in Finance.

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

Away from the office, Jane loves to travel with Mark, her husband of almost 40 years. She is a proud mother of one and a proud human mom of two beagles. Jane also enjoys golf, long walks, reading, dog sports, and furthering her education. She brings passion and energy to everything she does, including her hobbies. Not satisfied with merely enjoying wine, she has achieved many wine certifications including Level 2 at WSET, Canadian Wine Scholar and sensory masterclass.

Why choose the Angus Watt Advisory Group?

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

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.”

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, 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 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.”

Gavin joined Angus Watt Advisory Group 10 years ago and has become a highly skilled finance professional excelling in his role as Senior Trader for our group. 

Gavin navigates the complexities of financial markets with precision and strategic insight, offering clear communication and excellent service. Leveraging the various instruments and procedures available to our Wealth Advisors, Gavin’s expertise ensures they have the right tools for the job exactly when they need them.

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.”

Mary is a highly organized, efficient, and motivated Wealth Associate focused on helping her team, and delivering exceptional service to clients. A graduate of the University of Alberta with a Bachelor of Commerce degree, Mary joined the Wealth Management industry in 2017 and has completed the Canadian Securities Course. 

She values continual learning and growth and is excited to be part of a dynamic group.  Her “can-do” attitude and willingness to help complement the Angus Watt Advisory Group’s dedication to providing excellent service.

Outside of the office, Mary loves spending time with her husband, family, and friends. She appreciates a balanced lifestyle and likes to stay active. 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.”

Naina joined the Angus Watt Advisory Group in November 2023 after being in the industry for 13 years. Along with having amazing attention to detail, she is a highly motivated, experienced, efficient, and pro-active individual. Over the 13 years, Naina has perfected her skill set in the industry and strives to create a warm positive experience where she is. 

Naina excels in building and maintaining strong relationships with clients. She ensures that clients and team members are well taken care of and is always willing to provide assistance.

Naina loves spending time with her husband travelling, watching live theatre, and trying different cuisines. She was born and raised in Winnipeg and looks forward to her visits with family and friends.

Why choose the Angus Watt Advisory Group?

“Because here at the Angus Watt Advisory Group we believe in trust, clarity and heart. We take pride in our clients’ overall well-being.”

Meet Stephanie, a dedicated finance professional with over seven years of experience in the industry. Originally from Grande Prairie, she brings a unique blend of small-town warmth and big-city expertise to our team. Stephanie earned her certification in Office Administration from MacEwan University and has continually expanded her finance knowledge through several specialized courses. Her commitment to ongoing learning ensures she stays at the forefront of the industry.

Stephanie is renowned for her exceptional client service, always going above and beyond to provide a personal touch and the highest level of care. Outside of her professional life, she is an avid reader who enjoys discussing the latest literary finds with her book club. Stephanie also cherishes time spent with her two beloved cats and stays active through various fitness activities. Her dedication to her clients, combined with her vibrant personal interests, makes her a valued and well-rounded member of our team.

Why choose the Angus Watt Advisory Group?

“Choose us for a financial team that blends expert advice with a personal touch, always putting your needs front and center while making the journey enjoyable!”

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.