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Brian Condie, CFP, FCSI

Investment Advisor and Financial Planner

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

Brian Condie, CFP, FCSI

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
Estate Planning For Your Worldwide Assets
More and more Canadians own assets in multiple provinces and countries. Whether you have a family property, vacation villa or ownership in a local business overseas, specialized estate planning is necessary to ensure the ease of administration of these assets on your death.
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.