Brian Widmer
Senior Portfolio Manager
Portfolio Manager
CFP®
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
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
CFP®
CIM®
Education
Bachelor of Management (Finance) University of Lethbridge
Medicine Hat Wealth Group
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
TDAM: WAAC Perspectives
The WAAC maintains its overweight outlook to equities, expecting positive earnings growth of ~12% for the S&P TSX Composite Index and ~14% earnings growth for S&P 500 Index companies in 2025.
Market Perspectives: The Year Ahead 2025
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.