With nearly a decade of financial services and investment experience, Conor is dedicated to providing meaningful advice that connects your wealth to your most important life goals.
His highest priority is to understand you: your life, your needs, your values, and your vision – as well as those of your family and organization.
By combining the knowledge and resources of a large multidisciplinary team of expert partners, Conor will create a personalized wealth management roadmap that includes investment, tax, estate, and financing strategies focused on achieving what matters to you.
Before joining National Bank Financial Wealth Management, Conor served the private investment counsel clients of two of Canada’s largest financial institutions, where he developed a deep appreciation for the unique needs of affluent individuals, families, farms, businesses, and charitable foundations. Conor completed his undergraduate studies in Economics at the University of Ottawa, and holds the Chartered Investment Manager (CIM®) designation.
Conor loves spending his time outside of work – outside. This includes long walks with his wife (and his Weimaraner, Doug), fiddling around on the family farm, weekends at the lake with loved ones, or on a field training exercise to sharpen his gunnery skills as a Canadian Army reservist.