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Joel Widmeyer

Address

20 Erb Street West
4th Floor
Waterloo, ON N2L 1T2

Languages

    English

My Background

Based in the heart of Kitchener-Waterloo, Norton-Widmeyer Advisory has been providing wealth management advice to local families, professionals and business owners for over a decade.

We are a team of four, with two Investment Advisors, and bring over 50 years of experience in the financial services industry to the table. We aim to provide sound advice around issues such as retirement, tax planning, estate planning, succession planning, transition planning, individual pension plans and charitable giving.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.