Brian Condie, CFP, FCSI
Brian Condie

Brian Condie

Senior Investment Advisor And Financial Planner

Brian is a Senior Investment Advisor and Certified Financial Planner (CFP) with over 20 years’ experience in the industry.

He has a deep commitment to maintain the highest educational and ethical standards for his career which has culminated with one of the top designations in the financial services industry, the Fellow of the Canadian Securities Institute (FCSI).

Brian’s clients include retirees, professional women, business owners, and executives. He believes that taking a holistic approach when dealing with clients is the best way to make sure all areas of a family’s finances working properly to achieve their goals.

Brian is also an active member of his community. He has taught courses at George Brown, has been a guest speaker at the University of Toronto. Brian is involved with charities like the SPCA and the United Way. Brian loves to spend his personal time outdoors and is a dog person, an avid cyclist, and kayaker.  
 

Tina Cheng

Senior Client Service Associate

Tina is a Registered Representative that has been working with BMO Nesbitt Burns since 2012. She is detail oriented, strives for excellence, and leaves no stone unturned to get to the heart of any client concern. Having worked in the role of Senior Branch Administrator of Midtown branch for the past eight years, Tina’s extensive knowledge in the investment industry helps me manage my administration and ensure I can deliver exemplary client service.
 
Outside of the office, Tina enjoys the company of her daughter and her husband.  She likes to travel, read books voraciously, and enjoys cooking

Our Partners

Ron Goldstein

Ron Goldstein, PFP, CFA, MBA

Director, Wealth Planning

Ron has been providing financial planning and investment counseling to Canadians over the last fifteen years while working with leading financial institutions. Throughout his career, Ron has earned his clients’ trust by providing exemplary client service and deep subject matter expertise. Using a holistic approach, Ron collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals.

Together, we provide a multidimensional perspective that offers a valuable complement to our clients’ other professional counsel. Ron’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.

Tim Simpson

Timothy Simpson

Estate & Insurance Advisor

Tim joined BMO Nesbitt Burns in 2007 after twelve years in various Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give personal guidance with estate planning and risk management needs. 

Whether for a business organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan. Clients and their respective tax and legal advisors have come to trust and rely upon Tim's valuable knowledge and sound advice. An active Sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community.