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.