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Brian Widmer

Portfolio ManagerInvestment Advisor

  • CIM®
  • CFP®

Working together to help you achieve what truly matters to you

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In addition to the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM) designations, Brian holds a Bachelor of Management (Finance) from the University of Lethbridge.

With over 17 years of financial industry experience, he is focused on helping clients achieve their goals by developing and implementing their personal financial plan. Areas of advice include investment management, income protection, tax management strategies, education funding, wealth transfer, business succession planning, and tax-efficient charitable giving strategies.

Away from the office, Brian can often be found kayaking, mountain biking, camping and fishing.

Brian believes that helping clients manage their investor behaviors and discipline is the key to growing wealth and achieving their financial goals.

To discuss how to build a strong and secure financial future for you and your family, please contact us.

Medicine Hat Wealth Group is part of TD Wealth Management Private Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (403) 504-2780
Branch Fax: (403) 528-6374

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    What is behavioural economics?


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    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    U.S. economy: Signs of resilience help to ease recession worries

    While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

    New real estate changes for 2023: what they might mean for you

    If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives: Institution Evolution

    If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

    Bank of Canada hikes rates, signals more to come in fight against inflation

    The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

    The 2022 MoneyTalk tax checklist

    While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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