Brian Ogilvie, CFP, CLU, CH.F.C.

Brian Ogilvie, CFP, CLU CH.F.C has been part of the Ogilvie Daugherty Financial Services team for 11 years. Previously he had worked with Ogilvie Financial Services with his father, David Ogilvie and has worked in the financial services industry for over 30 years. Brian is a financial advisor who helps families, as well as helps business owners do comprehensive business planning through Ogilvie Daugherty Business Profit Solutions.

Brian’s responsibilities include full financial planning with his clients as well as managing office staff.

Brian and his wife, Juanita have two children.  Brian is active in his church and makes mission trips to Haiti to help build schools.  He loves to golf and ski in his free time.


Email Brian –

Working to meet your needs

We have physically closed our office as per the mandate by the Ontario government and all of the staff and advisors have been set up to work at their homes.  All of our staff can be contacted via their office email and their office telephone numbers and extensions. We are working to be as accessible and available for clients as normally as we can however there will be no physical meetings with clients until things get better with COVID 19 and social distancing. Please note that only phone,  skype  or zoom meetings will be arranged at this time.

We certainly are available to you during this uncertain time.   Stay Well, Stay Safe