Brian Ogilvie CFP®, CLU CH.F.C
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.