Meet Jan Frederickson - Angus Watt Advisory Group

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Jan Frederickson

Investment Advisor, CFP

Jan joined the Angus Watt Advisory Group in January 2002. Jan comes with over 30 years of experience in the accounting/finance/ investment industry, and is licensed with IIROC as an Investment Advisor with options. In 2006, she became a partner of the Angus Watt Advisory Group.

Jan is a CFP Professional who received her CFP certification in 2009. She holds her Life and Accident & Sickness Insurance Licenses, has completed the Professional Financial Planning Course through the Canadian Securities Institute. Jan has an extensive knowledge of personal income tax and assists the group with financial planning, portfolio supervision and servicing.


 

 

National Bank Financial

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