robert watson

vice president, portfolio manager, investment advisor

About

Vice President, Portfolio Manager, Investment Advisor at National Bank Financial

Country

canada

City

chatham

Industry

financial services

Skill

wealth management, investment management, portfolio management, investment selection, estate planning, financial planning, retirement planning, tax planning, life insurance, asset allocation, rrsp, tfsa, resp, rdsp, rrif, severance planning, locked in accounts, asset management

Experience

investment advisor

merril lynch inc

1984-4 - 1988-10 · 4 yrs 7 mos

Monitoring the markets and the effect on client's portfolios. - Daily client management including researching and application of investment opportunities.

vice president, portfolio manager, investment advisor

national bank financial

1988-11 - Present · 37 yrs 11 mos

National Bank Investments Inc. (NBI) is an investment fund manager firm committed to providing mutual funds, investment solutions and services designed to help Canadian investors pursue their financial goals. As of June 30, 2016, the value of assets under management in NBI products amounted to $29.7 billion.Did you know that we are the only major Canadian bank to outsource the portfolio management of the funds built for our product shelf exclusively to other firms? This 100% open architecture allows us to select prominent global portfolio managers and to provide investors with a unique access to their investment expertise. This structure gives us the agility to manoeuvre the complex world of investing, while opening up new investment opportunities for Canadian investors.Simplify your process with our endless opportunities.

Education

wilfrid laurier university

business

1980-1 - 1984-1 · 4 yrs 1 mo

Received prestigious Triple A Award for male varsity athlete with highest graduating grade point average. Activities and Societies: Played varsity football (linebacker) with Wilfrid Laurier Golden Hawks 1980-1984.