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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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Our Team

Brian Condie, CFP, FCSI
Investment Advisor and Financial Planner

Tel: 416-928-3241
Email: brian.condie@nbpcd.com
Connect with me on LinkedIn

Brian is an 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.  
 



 

Our Partners

Ron Goldstein, PFP, CFP, MBA
Director, Wealth Planning

Ron orchestrates in-house tax and estate professionals to develop sound financial plans. He also supports advisors on complex cases involving retirement planning, business succession and philanthropy.

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, as part of the Enterprise Wealth
Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans

Tim Simpson
Estate & Insurance Advisor

Timothy joined BMO Estate Insurance Advisory Services in 2007 and is now 20 years in the financial services industry, having held various wealth and risk management positions. Bringing clarity to complex life events and decisions, Timothy consistently delivers a polished and professional approach to risk and wealth management concepts.

By focusing on structures of life insurance and living benefits, Timothy works with clients to give guidance with estate planning and risk management needs. Whether for a charity, business, not-for-profit organization or personal, Timothy is adept in creating custom-designed creative solutions to meet specific needs and wants, and integrates them with wealth management plans.