Connor Ryan
Senior Portfolio Manager & Wealth Advisor
We provide thoughtful, full-service wealth management for you and your family.
Our team coordinates the details of your wealth. We manage your investments and work closely with RBC specialists to attend to your every financial need—from business owner planning and commercial banking services to estate planning and insurance. We take a family-first approach, ensuring your loved ones are prepared for life’s changes and supporting sensitive needs like elder care planning. Every step of the way, our team is at your side, guiding you toward the future you envision
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
What we do
We continuously look for ways to improve your family’s financial situation through a process of perpetual discovery. Every interaction with you, no matter the method, gives us the opportunity to learn more about you and identify solutions to the financial challenges that may cross your path.
How we do it
After creating a personalized wealth plan to address your family’s goals and priorities, we implement it. All aspects of your plan are reviewed and updated regularly to reflect the changes in your lives and the world around you. The result? You have financial guidance and a plan to help create everything you and your family want.
Guides
These resources from Connor Ryan and his team can make your life easier when it comes to managing your finances. By taking a look through these tools you are taking the first steps in reaching your financial goals. The next steps are to reach out to Connor to find out other ways he can help you in your progress, you may be a lot closer than you think
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
FAQ
Have questions about wealth management, investments, or account management? Our FAQ section provides quick answers to common questions. If you don't find what you're looking for, Contact Us
What services do we offer?
- Investment & portfolio management
- Financial, tax, estate & retirement planning
- ESG investing
- Wealth protection & legacy planning
- Private banking & trust services
- Online account access & market data
Can you help with insurance planning?
Through our partnership with RBC Wealth Management Financial Services, we integrate insurance solutions into your wealth plan to protect your estate, fund liabilities, and create income or liquidity when needed.
How do I get started working with an advisor?
Reach out to us today! Whether you're looking to optimize your current portfolio, plan for retirement, or build a comprehensive wealth strategy, we're ready to listen and help you achieve your financial goals.
Can I transfer my existing investments or accounts to RBC Dominion Securities?
We can transfer your investments from other institutions smoothly and tax-efficiently. Our team handles the logistics and works with your current providers to minimize disruption.
Are there specific planning services for business owners?
We offer tailored solutions including Individual Pension Plans (IPPs) for tax-sheltered retirement, succession planning and business valuation strategies, owner-operator wealth optimization, and integration of business and personal financial goals.
How do you approach retirement planning?
We take a holistic approach, considering your desired lifestyle, income needs, investment portfolio, pension benefits, government programs (CPP, OAS), tax efficiency, and estate goals.
How do you help clients with charitable giving?
We help clients give back through charitable giving strategies, Donor-Advised Funds, major gifts and endowments, and coordination with your legal and accounting advisors. Our team helps you make a meaningful impact while optimizing your financial plan.
How do I minimize taxes on my investments?
Tax efficiency is a cornerstone of our planning. Strategies include: Asset location, Tax-loss harvesting, Dividend optimization, Timing strategies Integration planning .
How can I learn more about investment strategies and market trends?
We provide ongoing client education through: Regular market commentaries, Investment webinars, One-on-one consultations, RBC research, Financial planning tools
Helping Our Community
Over the past several years, We have made it a priority to give back to the community we live and work in. We have been able to reach out to some very hardworking and essential organizations to which will make an impact in our community.
If you have a local charity or organization that is close to your heart, we would love to hear about it!
We are all in this together, and together we will succeed.
Enliven Cancer Care - Golf Fore the Girls
Proud to have been a sponsor for this years Golf Fore the Girls charity event, and grateful to stand alongside a community committed to making a difference.
Muskoka Conservancy
Grateful to have spent the day volunteering with the team at Muskoka Conservancy, helping with trail building and conservation efforts. It was a great experience working alongside such passionate and knowledgeable people. #Muskoka #Conservation
Food4Kids
Our team spent the morning volunteering with Food4Kids Muskoka, helping pack weekend food bags for children in our community who need a little extra support.
#RBCcommunitiestogetherfund #RBCDominionSecurities #Food4Kids #Food4KidsMuskoka
Rotary Dockfest Bathtub Derby
We're proud to have been a sponsor at this year's Dockfest, Thanks to all who put this together and made it a day to remember!
Huntsville Hospital Foundation
Honored to have had the privilege in participating in the recent golf tournament at Bigwin Island Golf Club, in support of the Huntsville Hospital Foundation.
Bracebridge Chamber of Commerce
Proud to support local business and community spirit!
It was a great time sponsoring a hole at this years Bracebridge Chamber of Commerce Golf Day⛳
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.