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AF 205: Wealth Advisor and Podcast Host Colleen O'Connell-Campbell

AF 205: Wealth Advisor and Podcast Host Colleen O'Connell-Campbell

The Alpha Female Podcast vor 4 Jahren

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1:09:47

Robyn talks to Colleen O'Connell-Campbell about financial wealth
and how she helps guide her clients.

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 young adults.
Caring deeply about her community, she is actively involved in
local causes highlighted by her involvement in 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?"
and speaks regularly as an expert in areas relating to wealth
management and entrepreneurship.

Go to robynbaldwin.com/podcast for show notes.