Connor specializes in working with clients who have outgrown their current financial advisory situation. Together you will develop a concise and individualized financial strategy based around your unique financial situation. He will utilize current tax, investment, and insurance planning strategies to ensure your money is working as hard for you in retirement, as you worked to earn it. He will guide you through a multi-step discovery process to answer: Where are you now? What do you want your future to look like? What can be done to help you achieve your long-term goals and objective?
Prior to joining RBC Dominion Securities, Connor worked as an advisor at two financial institutions in Canada. He worked with small business owners, pre-retirees and retirees with their estate, investment and wealth management needs. He holds a Master of Business Administration with a concentration in Finance from the Goodman School of Business. While completing his MBA, Connor was recognized for being one of the top students in his program, was named President of the Graduate Business Council and was a consultant for the Goodman School of Business Consulting Group.
Connor grew up locally and played for both East Gwillimbury and Newmarket minor hockey associations. Currently, he lives in Innisfil with his wife and their puppy Sadie. In his spare time, Connor volunteers at Southlake Hospital and he enjoys playing golf, snowboarding and coaching hockey.
