Brian Condie, CFP, FCSI

Investment Advisor and Financial Planner

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


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

Contact Us

Our Services

Our Services

We take a holistic approach with the services we offer and the wealth plans we create for our clients. Our ultimate goal is to give you peace of mind and clarity that your financial plan will help you to achieve the goals you have.  Often times, we are also able to save you a substantial amount in taxes using this approach.

The graph below, while not exhaustive, highlights many of the services we provide and the approximate percentages they make up of our total services.
To learn more about our services, please contact us.