With over thirty years of experience, Angus Watt is a true leader in Edmonton’s financial community. He has assembled the Angus Watt Advisory Group, a team of real specialists offering financial advice to real people. Individuals with decades of experience create a team with a true wealth of expertise. They haven’t just studied market booms and busts –they’ve lived and worked through them. The Angus Watt Advisory Group experience goes beyond years in the industry – it’s also the experience of working with their team.

The team's investment and insurance specialists work together to ensure your portfoliois examined from every angle. When you come in, the Angus Watt Advisory Group takes the time to answer all your questions. It’s an experience that leaves you feeling equally confident and comfortable in the group handling your finances.

Investing isn’t just about your money – it’s about your time and energy. Spend it with a group of specialists who’ll take care of your financial needs – from investments and estate planning to insurance and benefits. In today’s times, invest in the peace of mind of working with true financial professionals.

Working with the Angus Watt Advisory Group keeps all your financial affairs simplified and coordinated in one place. You can rely on our expertise in these key areas:

Investment Advice

The Angus Watt Advisory Group helps you meet your financial goals. Investing for retirement? For your children’s education? No matter what, we have precisely the investment solutions you are looking for. The Angus Watt Advisory Group balances your personal investment portfolio and makes it work just for you.

Financial Planning

Your financial affairs are not just about your investments. You have to think about your taxes, plan for retirement, and consider your legacy and personal foundation options. The Angus Watt Advisory Group examines your financial situation from every angle and works with you to plan that ensures your long-term economic security.

Insurance & Benefits

The Angus Watt Advisory Group coaches, collaborates and facilitates the proactive administration of your employee benefits program and corporate group insurance plan. They become your partner, providing your company with analysis and evaluation of employee programs so you can maintain long-term competitive sustainability. A high level of contact is maintained, with regular follow-up calls, monthly analysis, monthly claims experience reports and the continual review of your program.

Corporate & Personal Insurance

As a business owner or individual, risk management for corporate and personal insurance is a critical component of your overall financial plan. With products such as Life, Critical Illness, Disability and Long Term Care Insurance, the Angus Watt Advisory Group will assist in providing personal and corporate insurance, estate planning, and business succession solutions.

Estate Planning

An estate plan goes far beyond your will. The Angus Watt Advisory Group guides you in creating a complete plan, no matter your age or the size of your estate. They look at insurance options, minimize tax implications and, most importantly, ensure your assets are passed along to your heirs without any complications.