Which Sacred Money Archetype Are You?

Jun 13, 2018 |Colleen O’ Connell-Campbell
How do you really feel about money? Because it affects every financial decision you make, and you might not even realize it. I was first introduced to Sacred Money Archetypes by one of my coaches. It was such an eye-opening experience that I want to share...
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Enjoy a Better Investment Experience

Jun 06, 2018 |Colleen O’ Connell-Campbell
Several of my past blogs have focused on taking the dread and confusion out of investing. I’ve written about building an investment plan to accomplish financial goals, not simply accumulate wealth. I also wrote about fact-based and evidence-based investing...
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Dave Goetsch’s Big Bang Theory for Investing (May 30, 2018)

May 30, 2018 |Colleen O’ Connell-Campbell
Dave Goetsch is a writer and executive producer of the Big Bang Theory – a show I happen to love and we watch as a family. I heard Dave Goetsch speak a couple of years ago, at a Dimensional Fund Advisors Advanced Canadian conference in Santa Monica (Fall...
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Curious about Cannabis

May 23, 2018 |Colleen O’ Connell-Campbell
There’s a famous quote by French journalist Jean-Baptiste Alphonse Karr that translates as ‘the more things change, the more they stay the same’. A couple of months ago I hosted a small group of clients and prospective clients at a local establishment...
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Science and Art of Investing

May 16, 2018 |Colleen O’ Connell-Campbell
When people at parties find out that I’m a Wealth Advisor working in the investment industry, permitted to buy and sell stock, they’re eager to quiz me on my opinion of one company or another, or one industry or another.  It makes for great dinner table...
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Health & Wellness, Wealth & Wellness

May 09, 2018 |Colleen O’ Connell-Campbell
On Saturday, May 12 I’ll be running in the SHOPPERS LOVE. YOU. Run for Women as part of the team Women in Wealth for Mental Health. This is one of the community initiatives that we participate in as the informal professional group Women in Wealth Ottawa...
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Women in Wealth Ottawa

May 02, 2018 |Colleen O’ Connell-Campbell
About three years ago I got together for breakfast with a fellow wealth advisor. At the time we were practicing at different financial institutions. I had met Melissa at the inaugural Fore-Play for Charity Ottawa Women’s Networking Golf Tournament (2015)...
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Fiddler's Friends 2018

Apr 25, 2018 |Colleen O’ Connell-Campbell
Annually since 2005, spearheaded by my father, Dan O’Connell, my family has been organized Fiddler’s Friends.  Fiddler’s Friends is a traditional fiddle ‘focused’ music concert showcasing Danny O’Connell Memorial award recipients. It is both a fundraiser...
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Money Memories

Apr 18, 2018 |Colleen O’ Connell-Campbell
Numerous studies by neuroscientists have shown that 95% of cognitive activity is beyond our conscious awareness, which means 95% of what we believe, do and choose is an automatic, subconscious, ingrained response. This supports what I’ve seen throughout...
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The Paycheque Strategy

Apr 11, 2018 |Colleen O’ Connell-Campbell
So much of financial literature concentrates on how to save and accumulate assets and wealth. Then you retire. Now those assets need to generate income to replace the income you earned while working. So now what do you do? For our retired clients that...
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