As an Investment Counsellor, Connor provides discretionary portfolio management services to high-net-worth families, business owners, and Canadian institutional clients.
Over his 15 year career with RBC, he has been a student of financial markets, having previously worked in a number of investment and banking related roles. Prior to joining RBC PH&N Investment Counsel, Connor most recently developed his investment expertise working with Canada’s largest asset manager, RBC Global Asset Management (RBC GAM), where he provided fixed income and equity portfolio construction guidance to RBC GAM’s high-net-worth Individual Investor client segment. At PH&N, Connor enjoys building long lasting relationships with his clients, grounded in thorough discovery of each client’s unique needs and objectives. He ascribes to the view that, as in life, there is no “one size fits all” when it comes to portfolio management. When structuring client portfolios, Connor draws on his experience alongside a team of in-house investment and wealth planning experts, endeavoring to provide clients with holistic wealth management solutions that are customized to fit their unique circumstances. Beyond investment management, Connor takes pride in delivering high-quality personalized service and being a trusted advisor to his clients as they progress through their wealth planning journey.
Prior to joining RBC, Connor completed his Bachelor of Management at Dalhousie University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Toronto. Connor resides in North Toronto with his wife, Kaitlin, and two sons. In his spare time, he enjoys the outdoors, time with family and being frequently humbled on the tennis court.
