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 and 630 CHED; 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 and 630 CHED.

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

Jim proudly serves as the Vice President for the National Board of Kids Up Front and a director within the Edmonton Chapter. Kids Up Front distributes tickets for arts, cultural, and sporting events to deserving kids and their families, creating life-changing, inspirational experiences.

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.”

Over the course of 20 years in the financial services industry, it has been Chris’ pleasure and privilege to assist many people along the path of financial security. In 2019, Chris joined the Angus Watt Advisory Group and in 2021, Chris became a partner of the Angus Watt Advisory Group.

Chris works with business owners and families to build, organize, protect, enjoy and ultimately transfer their wealth. His specialty is designing a personalized financial plan that will align your financial strategies with the goals and dreams that matter to you most. Using a wide variety of investment and insurance options, your plan is put into action, reviewed regularly and updated as necessary to keep up with life’s changes.

Outside of the office, Chris enjoys practicing martial arts and spending time with his wife and three kids, who keep their parents very busy! 

Why choose the Angus Watt Advisory Group?

“Working as a team, the Angus Watt Advisory Group is able to leverage each member’s strength effectively to create an ideal client experience. The team clearly demonstrates their value of putting the client 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 a Steering Committee member of the Edmonton Women in Finance, a non-profit Edmonton-based organization looking to inspire the next leaders of Edmonton’s future.

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.”

Dawn didn’t start out with the dream to do financial planning; she initially specialized as an estate administrator. After seeing countless individuals endure challenging circumstances and struggle to understand the what, why and how to deal with the finances, she knew there had to be a better way. After a client casually suggested it – financial planning became synonymous with Dawn. She has a passion to make a difference in our clients’ lives; her diverse and expansive expertise from estate to tax to financial planning makes Dawn the best to address complex situations and family dynamics that all play a role in your financial success. 

Dawn joined the Angus Watt Advisory Group in 2011, bringing over 35 years of financial planning and related experience to our group, and is uniquely skilled in identifying any situation that may threaten your financial wellbeing. She continues to apply her passion for lifelong learning to ensure her knowledge remains current and relevant to your needs.

Dawn’s work has not only gleaned her respect from her family in the Angus Watt Advisory Group but also nationally and internationally. In 2018, Dawn was awarded the Donald J. Johnston Lifetime Achievement Award, the highest and most prestigious award granted for lifetime advancement of the CFP designation and overall impact for her contribution to the financial planning profession. And in 2017, she was the only recipient to receive the FP Canada Fellow distinction. The FP Canada Fellow distinction formally recognizes individuals who have helped advance FP Canada's purpose, advance CFP^® professional standards and who have embodied these standards.

The passion to make a difference stretches into all aspects of Dawn’s life. She has dedicated countless hours to championing the work of financial planners and related professions.

She served on the Board of FP Canada™ (formerly Financial Planning Standards Council) for eight years, including as Chair from 2015 to 2017. She has served on the Executive of the Estate Planning Council of Edmonton and as the Branch Chair for the Society of Trust and Estate Practitioners (STEP) Edmonton. Dawn was a contributor to the Canadian Financial Planning Definitions, Standards and Competencies and was also involved with developing the Financial Planning Body of Knowledge. In recognition of her dedication as a mentor and the original instructor of the CFP courses, in 2019 the Business Career College established an annual scholarship in Dawn’s name.

In addition to her volunteer work in the financial industry, she is also a long-time volunteer with the Edmonton Community Foundation. The work as a volunteer is above Dawn's financial commitment to the community in setting up the Dawn Hawley Donor Advisor Fund at the ECF.

When her busy schedule allows, Dawn enjoys travelling.

Why Choose Angus Watt Advisory Group?

“We incorporate aspects of financial planning as part of the overall process. The Angus Watt Advisory Group can help to put people in a better position to meet their goals.”

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.

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.”

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.

Eli joined the Angus Watt Advisory Group in 2013 and has remained focused on furthering his education through the years, as he continues on his career path transition to a Wealth Associate.

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.”

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.”

Monique’s focus and service-driven approach emphasizes the Angus Watt Advisory Group’s goal of enhancing the overall client experience. She works closely with our advisors to deliver personalized service to you with a keen attention to detail that is unmatched.

Monique joined the Angus Watt Advisory Group in 2018, bringing a decade of experience in the financial services industry. Dedicated to ongoing improvement, Monique has obtained the Qualified Associate Financial Planner certification.

In 2015, Monique started the Kamloops Shoebox Project, collecting and distributing necessities and gifts to women who are homeless or at risk of homelessness. She was awarded a "Paul Harris Fellow" for her time and effort to serve others by the Rotary Foundation of Rotary International.

Born in the Netherlands, Monique chose to immigrate to Canada in 2010 to enjoy the space, tranquility, and nature. During her weekends she loves to explore Edmonton's bicycle trails and enjoys relaxing in her garden with a good book in hand.

Why choose the Angus Watt Advisory Group?

“By offering personalized service and treating clients with respect and being involved in their lives, we make investment an experience!”

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.

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.”