Connor Ryan
Senior Portfolio Manager & Wealth Advisor
We identify and resolve problems your family doesn’t know exist.
Our process of perpetual discovery leaves no stone unturned. When you work with us, we ensure every member of your family is prepared for the financial challenges and opportunities they may face during their lifetime. We help coordinate every moving part of our clients’ financial lives, from risk management to tax savings to the efficient transfer of your legacy to the next generation.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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.
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.
Building a better future together
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.