Ryan Connolly is a Senior Financial Planner with Portage Wealth, where he helps clients bring clarity and structure to their financial lives. His work focuses on developing, implementing, and maintaining financial strategies that support clients’ goals beyond investments - covering everything from retirement and estate planning to everyday decision-making.
Ryan began his career in Raymond James’ financial planning department before moving to a boutique firm specializing in corporate and estate planning. He joined Portage with a strong foundation in financial strategy and a passion for helping clients feel less worry and more confidence about their future.
A graduate of BCIT’s financial planning program, Ryan holds the Certified Financial Planner (CFP®) designation as well as the U.S. Chartered Retirement Planning Counselor (CRPC®) designation. Clients often describe him as approachable and easy to talk to, and he takes pride in making complex ideas digestible and actionable. For Ryan, the most rewarding moments are when clients leave a meeting feeling relief. Relief that they’re on track, supported, and able to focus on what matters most in life.
Outside the office, Ryan enjoys playing soccer, slow-pitch, and golf, and can often be found exploring the outdoors with his dog. A self-proclaimed night owl, he appreciates time to recharge in the evenings. He lives by the advice that failure is success if we learn from it, a perspective that shapes how he approaches both life and financial planning.