With over 20 years of experience in the investment industry, Rory focuses on managing client portfolios, identifying and assessing suitable investment strategies and solutions, as well as implementing the team’s strategic and tactical asset allocation views. As a portfolio manager, Rory is responsible for allocating capital, on a discretionary basis, in order to meet client’s risk and return objectives. Rory also leads our activities as they relate to tax and estate planning. Given his significant experience within this space, he serves as the key liaison (somewhat of an interpreter at times) between our clients and their key tax and legal professionals. Rory also leads our thorough tax r
Rory O'Connor
Senior Portfolio Manager & Investment Advisor
Richardson Wealth
Canada, British Columbia, Vancouver
About Me
Profile Information
Senior Portfolio Manager & Investment Advisor
Richardson Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Vancouver
British Columbia
Canada
May 23, 2025
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