O’Connell-Campbell Wealth Management

O’Connell-Campbell Wealth Management specializes in building and strategizing financial plans that optimize how entrepreneurs, self-made millionaires, and wealthy families - spend, save, and share their wealth. 

 

Colleen O’Connell-Campbell, Wealth Advisor

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 teenage boys. Caring deeply about her community, she is actively involved in local causes highlighted by her involvement around 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? – the podcast. She speaks regularly as an expert in areas relating to wealth management and entrepreneurship.                  

 

 

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.