O’Connell-Campbell Wealth Management
O’Connell-Campbell Wealth Management specializes in empowering people – especially women – to make smart financial decisions, confidently. Our background and experience allows us to provide practical, comprehensive, and holistic advice through planning and careful guidance as you to navigate those life events that generate financial impact.
Colleen O’Connell-Campbell, Wealth Advisor
A graduate of Carleton University with a Bachelor of Commerce, Honours Degree (1996), Colleen is a Certified Financial Planner, Certified Divorce Financial Analyst (CDFA), and she is also life insurance licensed. She continues to educate herself through a variety of financial workshops and other independent education and enrichment resources.
For Colleen, working with clients is about establishing a connection and building a relationship that will help them to understand and communicate their needs and vision so they can develop a strategy that will help them realize their goals – whether that be retirement planning, estate planning, transition planning (moving to a new job, getting married), or understanding the nuances of financial planning as it relates to separation and divorce.
Working in the financial services sector since 1994, Colleen moved quickly from teller to personal banking and then to Financial Planner in the fall of 2000. Within a year, Colleen began developing her own clientele and continued her evolution to her current position as Wealth Advisor, leading a team of dedicated professionals supporting her commitment to her clients and their financial well-being, finding options that benefit each client financially while remaining in line with their key values and morals.
Colleen was born and raised in the Ottawa Valley, where she continues to live with her husband and two boys. She has been called upon to speak as an expert in areas relating to financial planning and entrepreneurship. With the support of her spouse, Colleen is actively involved in numerous community initiatives, including: Women for Mental Health – an organization of which Colleen is a founding member, Almonte Celtfest and Fiddlers Friends – two community based initiatives founded and/or led by Colleen and her family, Ottawa Makeover Project – a whole life makeover provided to one recipient each year, and Distinctive Women - a national publication and online community that showcases exceptional entrepreneurs and outstanding achievers.
Carole Girard, Associate Wealth Advisor
Carole joined O’Connell-Campbell Wealth Management in 2011. She has over 30 years of experience in the Financial Industry. In addition to being a Certified Financial Planner, Carole has completed the Canadian Securities, Conducts, and Practices and Professional Financial Planning Courses, and is life insurance licensed.
Carole is passionate about educating clients on various financial planning strategies – providing them with a clear, black and white picture of what they can achieve. She is organized, detail oriented and dedicated to providing exceptional client service.
A single parent who also spent 13 years as an entrepreneur before becoming a financial advisor, Carole brings a unique perspective to understanding the nuances of balance, managing time and priorities, and the importance of goal setting as a step to success. Carole believes that a solid financial plan is the foundation for achieving one’s goals and dreams.
Carole is originally from Northern Ontario and relocated to Ottawa in 2002, both to be near her daughter and to further develop her financial career in an urban market. Carole is a family-oriented individual and the proud grandmother of two grandchildren, Lukah and Evah.