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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

Other Locations

3 King St S
Waterloo, ON
N2J 1R1

Tom Norton
Vice-President and Investment Advisor

Tel (519) 886-3648
Fax (519) 886-0097
E-mail: Tom Norton
Tom moved to Waterloo in 2010. He comes to us from BMO Nesbitt Burns in Toronto where he was a senior business development manager in our Head Office's Managed Assets Group. Tom brings with him,16 years of experience in developing customized portfolio solutions for investment advisors at BMO Nesbitt Burns.

Tom was born and raised in England and was educated at the University of Birmingham. He immigrated to Canada in 2001.

As a proud kidney transplant recipient, he is a supporter of both the Canadian Transplant Association and the Kidney Foundation.

In his spare time, Tom enjoys spending time at the family farm with his wife and two children.

Joel Widmeyer
Vice-President, Portfolio Manager & Wealth Advisor

Tel (519) 886-1178
Fax (519) 886-0097
E-mail: Joel Widmeyer

Joel has been servicing clients in the investment industry since 2001, the last 13 years of which have been at BMO Nesbitt Burns in Waterloo.

Joel graduated from the University of Waterloo with a B.A. in Economics. Joel has had many industry accreditations, including the Professional Financial Planning Course. He is able to offer options trading to clients and Joel is also an Insurance Advisor for BMO Nesbitt Burns Financial Services Inc.

During his spare time Joel enjoys spending time with his wife, son and daughter. As a former varsity hockey player, Joel is a sports enthusiast. Joel enjoys competing in various different sports activities outside of the office.

Jesse Dugard
Associate Investment Advisor

Tel (519) 886-3342
Fax (519) 886-0097
E-mail:Jesse Dugard
 

Jesse joined Norton-Widmeyer Advisory from BMO Bank of Montreal in June 2012; he had previously been working as a Financial Services Manager.

Jesse graduated from University of Guelph with a Bachelor of Commerce degree. Jesse works on the team as an Associate Investment Advisor and helps facilitate many aspects of the team. He is able to offer Canadian and US Option trading to clients.

During his spare time Jesse enjoys playing golf, long distance running, spending time with his nieces and nephews as well as travelling when his schedule allows.
  

Aline Stanboulian
Investment Representative

Tel (519) 886-8055
Fax (519) 886-0097
E-mail: Aline Stanboulian
 

Aline joined Norton-Widmeyer Advisory in January 2014. She came to us from BMO Harris Private Banking where she held the position as Portfolio Assistant. With that, she brings over 12 years of experience in the financial services industry.

Aline graduated from University of Guelph with a Bachelor of Commerce degree. She also obtained a diploma from Conestoga College in Business Administration: Management Studies. Aline works on the team as an Investment Representative, helping with productivity by taking on different project management tasks.

In her spare time, Aline enjoys travelling and spending time with her husband and her two sons. She can also speak fluently in Armenian.
 

Lori Ann Hofstetter
Investment Representative

Tel (519) 886-5052

Fax (519) 886-0097

E-mail: Lori Ann Hofsetter

Lori Ann joined Norton-Widmeyer Advisory in March, 2018. She came to us from BMO Bank of Montreal where she held various roles over an 18 year career in financial services. In her most recent role as Assistant Branch Manager at BMO, Lori Ann managed a team of market leading financial professionals. In recognition of her achievements she received BMO’s top employee award “Best of the Best” four times.
 
At Norton-Widmeyer Advisory, Lori Ann works as an Investment Representative and provides a client focused approach to her role.
 
During her spare time Lori Ann enjoys spending time with her husband and son at their cottage on the Bruce Peninsula.