O’Connell-Campbell Wealth Management

O’Connell-Campbell Wealth Management specializes in building financial plans for entrepreneurs and self-made millionaires focused on cash-rich exits from their business in 5-10 years. 


Colleen O’Connell-Campbell, Wealth Advisor

I'm Colleen, the lead of O'Connell-Campbell Wealth Management at RBC Dominion Securities. I'm a passionate wealth advisor with an entrepreneurial spirit. My mission? To double the number of self-made millionaires in Canada by 2030.

Through my podcast, "The Cash Rich Exit Podcast," (previously “I’m a millionaire. So, now what?” for 5+ years) I aim to help you, the Self-Made Nation, plan your cash-rich exits in 5-10 years. With actionable strategies and 'fun, frank advice', this podcast is your roadmap to a successful business exit.

Communities of learning are my thing. Which is why I’ve created and run 2 successful communities over the years. "Elevated Conversations" is a free, intimate roundtable I host every two months. “Double to Sell” is a two-day workshop designed for business owners planning a lucrative exit.

Fun fact

I'm a dedicated long-term runner. Running helps me make better decisions, and I share these reflections in my bi-weekly column, "Running Reflections." Want in? Drop me a note titled "Running Reflections please," and you're on the list!

More about me
I was born and raised in the Ottawa Valley. My loving husband Scott, and my two grownup sons, David and Ashton, are my world. I'm committed to mental health advocacy and fundraising in my community.

My professional journey

My financial career began in 1994, during my weekend shifts as a university teller. After earning my B.Com. (Honours) from Carleton University in 1996, I worked my way up the ranks to become a Wealth Advisor, and I've never looked back!