Robyn talks to Colleen O'Connell-Campbell about financial wealth and how she helps guide her clients.
Colleen O'Connell-Campbell, lead of O'Connell-Campbell Wealth Management at RBC Dominion Securities, was born and raised in the Ottawa Valley. She is a married mother of two young adults. Caring deeply about her community, she is actively involved in local causes highlighted by her involvement in mental health advocacy and fundraising.
Colleen embarked on her professional journey while still in University working the weekend shift, as a teller, beginning in 1994. Shortly after earning her B.Com. (Honours) from Carleton University in 1996, Colleen shifted into personal banking and then to a Financial Planning role. Within the following year, she began establishing her own clientele as Wealth Advisor.
Colleen specializes in building and strategizing financial plans that optimize how entrepreneurs, self-made millionaires, & wealthy families spend save and share their wealth. She publishes a weekly blog, is the host of "I’m a Millionaire, So Now What?" and speaks regularly as an expert in areas relating to wealth management and entrepreneurship.
Go to robynbaldwin.com/podcast for show notes.
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