Building and strategizing financial plans that optimize how entrepreneurs, self-made millionaires, and wealthy families – spend, save, and share their wealth.
“Spend, save and share your wealth optimally.”
You’re in wealth management, but you’ve been a busy blogger, too. What’s that about?
I host a podcast called, “I’m a Millionaire! So Now What?” I interview self-made millionaires and wealthy families about inspirational stories and practical advice with a focus on financial planning and wealth management strategies. We tackle succession strategies, family business governance tips, how to cope with fundraiser fatigue, finding your purpose after losing your family business, and much more.
So, if that’s what you’re doing now, where will you be in five years?
Five years ago, I would not have guessed I would be hosting a podcast and presenting regular Elevated Conversation dinner events. I’m embracing every opportunity and listening to my intuition. Check in with me in five years …
Aside from starting new projects, what are your greatest achievements of late?
I was honoured to receive the Distinctive Women Professional of the Year Award in 2014 and 2017. I was also recognized in 2015 and 2016 through the “Women of Influence” feature in Wealth Professional Magazine. I also co-founded and co-host the annual Fore-Play for Charity Ottawa Women’s Networking Golf Tournament for mental health research. Of course, I’m proud to be a wife, mom, sister, daughter, friend and philanthropist — and juggling the flow of it all!
What do your clients say about you?
I asked them to describe their ideal advisor and they said it was me. They said I’m someone who cares enough to ask about what is keeping them up at night, their successes, sources of pride and what makes them tick. I explain what we are doing and why. They say I blend that art of soft people skills with the science of money management.
Where is the industry up to in terms of women’s presence?
There is still an issue with gender gap. And we must also acknowledge privilege based on race, but we also must act. I co-founded an informal group called Women in Wealth in Ottawa, with advisors from the Investment Industry Regulatory Organization of Canada (IIROC). The goal is to bring together peers and competitors to share best practices, commiserate and promote ways to encourage women to consider wealth management as a career. We are in our third year, so watch this space.
Photographer: Lindsey Gibeau
Watch Colleen’s 10 Minute Distinctive Women Interview
Watch Colleen’s Distinctive Women webinar
Happy Customers Say This About Colleen O’Connell-Campbell
“Colleen is the Financial Advisor to our entire family. My husband’s retirement fund used to be lottery tickets until Colleen came into the picture 2 years ago as a professional 3rd party. (Husband’s do not listen to their wives. LOL). My boys who are young adults have already started RRSPs + TFSAs and they are only 19 and 21. She is full of great advice and wisdom and I am very happy to be her client. She has the formal education, the professional years of experience and she is constantly staying on top of her own knowledge through continuous education, blogging and keeping informed of the market activity.”L. Ferron
My late husband, Jim, and I were referred to you in order to invest our funds. At the time, my husband was alive and was making a substantial amount of money and we therefore required a financial advisor to direct us in appropriately securing our finances by the provision of sound, expert advice for our future.
We were extremely satisfied with the advice that we were given by you from the outset. Upon the passing of my husband in 2009, I was very concerned over my financial situation. I would like to take this opportunity to thank you for all of your help during my transition. You were able to provide me with concrete advice as to what my next steps should be in order to continue to live a lifestyle that was best suited for me.
I sincerely feel that my finances are in good hands with the investments I have made thanks to you and your team. You understand my specific needs and I am able to talk freely and openly regarding any concerns that I have. In all cases you manage to alleviate any stress that comes along with financial decisions.
Once again, than you for supporting me and regarding me as a valued customer.”Debra Battison