Connor is a Client Advisor at Our Family Office, with the responsibility to support both the planning and investment arms of the firm.
Highlights of Connor’s career to date include:
- KPMG: Prior to joining the firm, Connor worked for KPMG, both domestically and abroad. He began with KPMG in their audit business in Toronto, and in his final role, Connor was providing advisory services to ultra-high net worth European families based out of the London UK office.
Professional Credentials & Qualifications:
- CFA Level II candidate;
- Undergraduate degree in Economics from the University of Toronto.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?