Brian Condie

Brian Condie, CFP®, FCSI®

Senior Investment Advisor, Financial Planner

For over 20 years, I’ve had the privilege of guiding individuals and families across the Greater Toronto Area and beyond through the most important financial decisions of their lives. Whether it’s planning for retirement, navigating a business sale, or passing on wealth to the next generation, my mission is simple: to provide clarity, strategy, and peace of mind - so you can live life on your terms.

I work closely with retirees, business owners, and executives to design holistic financial plans that reflect their values, family needs, and long-term goals. My team and I bring together a trusted network of tax, legal, and estate specialists to ensure every part of your financial life is working in sync.

What sets us apart is how we communicate. I believe in proactive guidance, regular check-ins, and simple explanations — so you’re never left guessing or overwhelmed.

Outside of the office, I’m a dog person, an avid cyclist and hiker, love to live healthy, and am a weekend kayaker. I’m also proud to be an active member of the Toronto community -  I have taught courses in the past at George Brown College, been a guest speaking at the University of Toronto, and enjoy supporting causes like the SPCA and the United Way.

This work is more than a career for me - it’s a calling. And I’d be honoured to be part of your financial journey.

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.