Brian Widmer

Welcome to Medicine Hat Wealth Group

Brian Widmer

Portfolio Manager

Senior Investment Advisor

CFP®

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(403) 504-2780

Office Location

3098 Dunmore Road SE Medicine Hat, AB T1B 2X2. map

For more than 20 years, Brian has been helping individuals and families build confidence in their financial future.

His approach is simple but powerful – make financial topics understandable, help clients set clear goals, and create clear action plans to move forward confidently.

Holding a Bachelor of Management (Finance) from the University of Lethbridge, Brian also holds two industry respected designations:

  • Certified Financial Planner (CFP®): meeting the highest standard for Financial Planning professionals in Canada.
  • Chartered Investment Manager (CIM®): reflecting an in-depth knowledge of portfolio construction and the ability to offer discretionary investment management.
With a belief that strong communities are built through connection and service, Brian has sat on the Board of Directors for both the Medicine Hat Family YMCA and the Medicine Hat & District Chamber of Commerce.

Away from the office, you'll often find Brian enjoying the outdoors - camping, kayaking or mountain biking. He's usually joined by Rio, an energetic Small Munsterlander who's always ready for another adventure.

 

Certificates

CFP®

CIM®

Education

Bachelor of Management (Finance) University of Lethbridge