Common Questions

1) Is Angus still accepting new clients?

YES. For RRSP accounts, as little as $25,000 investment is required. For non-RRSP accounts, a minimum investment of $150,000 is required.

2) Does Angus do financial and estate planning?

YES. National Bank Financial offers access to all insurance products. We do full financial and estate planning , stock portfolios (Angus Watt), insurance (Geoff Cook), and fixed income equities & coordination (Jane Alm).

3) Does Angus invest in mutual funds?

YES. Mutual funds provide clients with a diversified portfolio at a lower cost than individual securities.

4) How regularly does Angus look into the accounts?

Accounts are reviewed regularly by Angus personally.  Also, when a client comes in to see Angus, their portfolio is reviewed in more detail.