Brian Condie, CFP, FCSI

Investment Advisor and Financial Planner

Fax: 416-928-3241
Toll Free: 800-924-0558
Tel: 416-928-3261

Address

BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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Publications

Tax Planning Strategies

Separation, Divorce and Your Financial Plan

Separation, Divorce and Your Financial Plan outlines the financial and tax implications of a breakdown in a relationship for issues relating to both married and unmarried (i.e., “common-law”) spouses.

Estate & Succession Planning

Digital Assets and Your Estate Plan

This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.

Estate planning for complex family dynamics

Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.

Economic and Market Updates

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Focus

Focus is a weekly financial digest.