Brian Widmer
Senior Portfolio Manager
Portfolio Manager
CIM®
CFP®
Working together to help you achieve what truly matters to you
Phone
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With more than 20 years of financial industry experience, Brian is focused on helping clients achieve their goals by developing, implementing, and monitoring their Financial Plan.
In addition to holding a Bachelor of Management (Finance) from the University of Lethbridge, Brian has obtained the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
As a Portfolio Manager, Brian is qualified to offer discretionary portfolio management, freeing you from having to make daily investment decisions along with many other potential benefits.
Areas of advice offered include investment management, income protection, tax management strategies, education funding, estate planning, business succession, and tax-efficient charitable giving strategies, engaging TD specialists where needed.
Brian believes that helping clients manage their investor behaviors and maintaining discipline is the key to growing wealth and achieving their financial goals.
Away from the office, Brian can often be found kayaking, mountain biking, camping and fishing.
To discuss how we can help you build a strong and secure financial future for you and your family, please contact us.
Certificates
CIM®
CFP®
Education
Bachelor of Management (Finance) University of Lethbridge
Medicine Hat Wealth Group
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