Brian Ogilvie has been serving clients in financial planning, insurance, and wealth management since 1980. Early in Brian’s career he had the pleasure of working with his father, David Ogilvie, for almost 30 years.
Brian’s passion is taking complex and difficult to understand financial concepts for both families and business owners, and making them more easily understood so clients can make confident decisions regarding their immediate and future needs.
Brian currently holds three designations which include the CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and CFP (Certified Financial Planner). In 1993, upon completion of the CLU designation, Brian was awarded the John Tory Medal as the top graduating student from across Canada.
Brian is married to Juanita and has two adult children. He has been and continues to be very involved in his local church. He has had the opportunity to work with communities in Haiti building schools, homes and a senior’s residence in the town of Pignon.
Brian Barsness is passionate about wealth management and helping clients reach their financial goals. His drive to serve comes from an ever-growing need for expert financial advice in a complicated world.
Brian joined Brian Ogilvie in 2021. Previously, Brian Barsness had senior roles in a credit union and mutual fund company that focussed on Socially Responsible Investing (SRI) where he was interviewed and quoted in various media sources including the National Post and Globe & Mail. He has over twenty-five years experience in wealth management providing information and advice to financial advisors and clients alike.
Brian earned his Bachelor of Commerce degree from the University of Calgary. He followed up his formal education with the Canadian Securities Institute and the CFA institute.
Currently, Brian lives in the Waterloo region with his lovely wife and two children. He enjoys golfing and keeping active through walking and strength training. He is very involved in his local church and appreciates serving people of all faiths and beliefs.
Louanne Bennett is the Client Service Coordinator for Brian Ogilvie and Brian Barsness at Ogilvie Barsness Financial Group (OBFG). She has been part of the team since 2013.
Louanne’s responsibilities include client care on life insurance and living benefits.
Louanne has been married to her husband, Joel for 46 plus years. She has 3 daughters and 7 grandkids. She enjoys scrapbooking, movies and hanging out with friends.