Colleen O'Connell-Campbell CDFA®, CFP®


RBC

333 Preston Street
Suite 1100
Ottawa ON K1S5N4
Get directions
613-608-9017

Colleen has been a part of the Scotiabank Group of Companies since 1994. In the fall of 2000, Colleen joined the Ottawa office of ScotiaMcLeod as a dedicated financial planner and within a year, she had begun developing her own clientele.


A graduate of Carleton University with a Bachelor of Commerce, Honours Degree (1996), Colleen is a Certified Financial Planner, Canadian Investment Manager, Certified Divorce Financial Analyst, and Financial Divorce Specialist. Additionally, she is life insurance licensed and continues to educate herself through a variety of financial workshops and independent resources.


 

Colleen is committed to helping clients integrate their real life with their dreams, and takes particular satisfaction in helping other women achieve financial success. She believes in ethically responsible investing and working with integrity; finding options that benefit each client financially while remaining in line with their key values and morals. Colleen excels in guiding clients through the creation and growth of wealth, allowing them to live, enjoy and dream. As the leader of your dedicated female advisory team in Ottawa, Colleen offers support that goes above and beyond financial planning – a trusted ally who is always there for her clients, whatever their needs.

 

Colleen was born and raised in the Ottawa Valley, where she continues to live with her husband and two young children. With the support of her spouse, she is actively involved in numerous community initiatives, including Women for Mental Health – an organization of which Colleen is a founding member.

 


Colleen can be reached at 613-788-6307                  colleen_campbell@scotiamcleod.com www.colleenoconnellcampbell.com


CFP,CERTIFIED FINANCIAL PLANNER{tm} and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.