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Colleen O'Connell-Campbell
Financial Planner, CFP, CIM, CFDA
Colleen O'Connell-Campbell
Phone
Fax
(613) 788-6307
(613) 782-6737
Email colleen_campbell@scotiamcleod.com
Colleen believes in helping her clients live out their dreams.
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Colleen graduated from Carleton University with a Bachelor of Commerce, Honours Degree in 1996. She is a Certified Financial Planner, Canadian Investment Manager, and Certified Divorce Financial Analyst along with being life insurance licensed.

Colleen has worked for 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 by the Fall of 2001, she began growing her own clientele.

Colleen was born, raised & continues to live in the Ottawa Valley with her husband & two young children. With the support of her spouse, she is involved in numerous community activities.
 

Investment Philosophy and Process
Colleen is focused on working with her clients through a distinct process in order to create & grow wealth & still allow them to have balance – live, enjoy & dream – manage risks including protecting their family in case of death or disability.

Most recently, having noticed the increasing necessity to assist her clients through the difficult financial questions regarding divorce & separation, she completed the Financial Aspects of Divorce training provided by the Institute of Divorce Financial Analysts. Colleen is now also available to help you assure a fair division of assets & income during a separation or divorce – in association with your legal representative.
 

Service Approach
Colleen’s long term approach to wealth management also extends to her client connections which emphasize building relationships for life. She has helped her clients implement and maintain customized plans that recognize their evolving financial situations, through face to face meetings, regular reviews, and ongoing personal advice. She draws on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial service to her clients.
 
Trusted Advice
Colleen has the commitment and depth of resources through ScotiaMcLeod to provide her clients with peace of mind through ongoing trust advice & personalized solutions.

She is backed by a phenomenal team of specialists within ScotiaMcLeod as well as from Scotiabank and Scotia Private Client Group. Access to this team of experts allows her to provide her clients with comprehensive financial strategies that address all their needs and goals.
 

Mailing Address
350 Albert Street
Suite 2100
Ottawa, ON K1R 1A4
 
Additional Team Members:
Susan J. MacLatchy Administrative Associate
Phone 613-788-6317
susan_maclatchy@scotiamcleod.com

Robyn Dick
Administrative Assistant
Phone 613-788-6312
robyn_dick@scotiamcleod.com


 


All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc.
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