Young Money With Tracey Bissett

EP065 Colleen O'Connell-Campbell shares lessons learned from I'm a Millionaire! So Now What?

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Sinopse

Colleen O’Connell-Campbell is the lead of O’Connell-Campbell Wealth Management at RBC Dominion Securities Inc. She specializes in creating financial plans and strategies for wealthy families, self-made millionaires, and entrepreneurs spend, save and share their wealth. Colleen is the host of the podcast I’m a Millionaire! So Now What? She has a Bachelor of Commerce from Carleton University and has worked in banking and financial planning since 1994.  Colleen is a mother of two and is passionate about local causes and her community.   Colleen joins me today to share how she is helping families find financial fitness through budgeting, planning, saving, and investment. She reveals the questions that she asks when creating a financial goal, along with the common themes and mindset that will help people find financial fitness. Colleen introduces her podcast, the topics it explores, and the types of experts featured on the show. She also shares the common traits that she has noticed in entrepreneurs and wealthy f