Tom Norton
Joel Widmeyer
Jesse Dugard
Aline Stanboulian
Lori Ann Hofstetter
Tel: 519-886-3342
Address
20 Erb St W, 4th Floor
Waterloo, ON
N2L 1T2
Map
3 King St S
Waterloo, ON
N2J 1R1
“With relentless commitment we strive to deliver our clients their financial independence”
Our Focus
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 bring over 70 years of combined experience in the financial services industry.
Our Philosophy
Our philosophy is to keep things simple. However, where necessary, we will bring in the Firm’s in-house technical experts to provide clarity around complex tax planning and/or estate issues.
Trusted Advice Built on Long Term Partnerships
We are committed to building long lasting relationships with all of our clients. In an effort to better serve you, we take time in the early stages of the relationship to set clear expectations regarding what you can expect from us and what we expect from you.
Our Focus
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 bring over 70 years of combined experience in the financial services industry.
Our Philosophy
Our philosophy is to keep things simple. However, where necessary, we will bring in the Firm’s in-house technical experts to provide clarity around complex tax planning and/or estate issues.
Trusted Advice Built on Long Term Partnerships
We are committed to building long lasting relationships with all of our clients. In an effort to better serve you, we take time in the early stages of the relationship to set clear expectations regarding what you can expect from us and what we expect from you.
