Libsyn Directory

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

Release Date: 01/15/2019

EP331 Financial Literacy Month with FCAC

Young Money with Tracey Bissett

In this Financial Literacy Month special of Young Money, we're joined by Rana Abu-Naameh, Director General of Supervision at the Financial Consumer Agency of Canada (FCAC). With her extensive background in public service and financial oversight, Rana sheds light on how FCAC protects consumer rights and enhances financial literacy across Canada. Listen in as Rana dives into the critical aspects of FCAC’s mandate, focusing particularly on the streamlined consumer complaint handling process. She explains the steps consumers should take if they have grievances with financial products or...

EP330 Small Business Path to Impact with Pouya Zangeneh, Scotiabank

Young Money with Tracey Bissett

As we celebrate Small Business Month in Canada, I'm delighted to speak with Pouya Zangeneh, the Senior Vice President of Small Business Banking at Scotiabank. With over a decade of experience in the financial services industry, Pouya shares his insights from Scotiabank's recent report, "Path to Impact 2024: Navigating the Future Succession and Success in the Digital Era." Listen in as Pouya discusses the trends impacting small businesses, including the imminent 'succession tsunami' where many business owners plan to transition their businesses in the next decade. He explores the importance of...

EP329 Canadian Holiday Spending Outlook with PwC

Young Money with Tracey Bissett

In this episode, I’m joined by Elisa Swern, a national retail and consumer leader and partner at PwC Canada. With over 25 years of experience in the retail and consumer goods sectors, Elisa brings her extensive expertise to discuss the findings of PwC's Canadian Holiday Outlook Survey for 2024. Listen in as Elisa dives into the expected increase in consumer spending this holiday season, despite economic challenges. She also highlights the spending behaviors across different generations and provinces and shares insights into the growing importance of sustainability in consumer choices. You'll...

EP328 More Than A Number with Meridian Credit Union

Young Money with Tracey Bissett

Are you feeling overwhelmed by rising living costs and seeking better financial guidance? In this episode, we sit down with Shawn Kauth, Vice President of Wealth at Meridian Credit Union, who brings nearly three decades of experience in the financial industry. Shawn discusses the results of Meridian's 'More Than a Number' survey, revealing critical perspectives on financial insecurity among Canadians. Listen in as Shawn addresses the concerns different demographics face, including the anxiety experienced by Gen Z and the challenges women face regarding long-term financial futures. You will...

EP327 Student Loan Repayment Explored with NerdWallet Canada

Young Money with Tracey Bissett

Are you or someone you know dealing with student loans or getting ready to navigate the world of repayment? In this episode, I sit down with Clay Jarvis, NerdWallet Canada’s mortgage and real estate expert, to discuss essential strategies for managing student loans and making smart financial decisions. We'll dive into practical advice for students just starting their loan repayments, adjusting payments to fit your financial situation, and what to do if you’re struggling to make payments. Clay also highlights the importance of budgeting and why parents should have financial conversations...

EP326 NerdWallet's Guide to the Costs of Fertility Treatments

Young Money with Tracey Bissett

Have you ever wondered about the true costs of fertility treatment in Canada? In today's episode, we sit down with Shannon Terrell, a lead writer and spokesperson for NerdWallet, to explore the financial realities many Canadians face when seeking fertility treatments. With one in six Canadian couples experiencing infertility, understanding the costs and financial options available is crucial. Shannon shares insights from a guide she developed, offering a comprehensive look at the various methods of fertility treatments and their associated costs. Listen in as we discuss where Canadians can...

EP325 Spotlight on V.I.L. Landscaping founder Charlie Kerrigan

Young Money with Tracey Bissett

In this episode, I’m joined by Charlie Kerrigan, the founder of V.I.L Landscaping and host of The Hard Lessons Podcast. Starting his business in 2016 with just a push mower, Charlie has grown V.I.L Landscaping into a thriving enterprise and aims to become one of the top landscaping companies in Canada. Listen in as Charlie shares his journey, from being a young entrepreneur knocking on doors to running a company with multiple locations and a dedicated team. He emphasizes the importance of surrounding yourself with mentors, the necessity of cash flow management, and building a strong team...

EP324 Advice to My Younger Self with Martha Ibrahim

Young Money with Tracey Bissett

In this episode, I’m joined by Martha Ibrahim, a certified accountant with 13 years of experience in capital markets regulation and a champion of financial inclusion projects in Nigeria. Martha shares her journey and the inspiration behind her book, Things I Wish I Knew Before I Got My First Job, which highlights the seven keys to personal finance, personal growth, and self-leadership. Listen in as she offers invaluable advice on the importance of personal finance, the necessity of multiple streams of income, and the four essential skills everyone should develop. You'll learn about the...

EP323 Financially Supporting Aging Parents

Young Money with Tracey Bissett

As Canadians grapple with the financial and emotional aspects of supporting aging parents, we sit down with Clay Jarvis, a mortgage and real estate expert from NerdWallet Canada. This episode dives into NerdWallet’’s recent aging parent survey, conducted by the Harris Poll, revealing that nearly one-third of Canadians are either assisting or plan to assist their parents financially. Listen in as Clay provides expert advice on initiating conversations about finances with aging parents, addressing sensitive topics such as estate planning and end-of-life care. He emphasizes the importance of...

EP322 Fifth Annual Worry Poll Results with Scotiabank

Young Money with Tracey Bissett

Are Canadians' financial concerns keeping them up at night? In this episode, we're joined by Kingsley Chak, Senior Vice President at Scotiabank, to delve into the anxieties and hopes shaping the financial landscape in Canada today, as revealed by the fifth annual Worry Poll. This discussion sheds light on the pressing financial issues that Canadians face—from spending concerns to debt management—and highlights the proactive measures being adopted, particularly by the youth, to forge a path toward financial stability. "You're not alone. What you're thinking, what you're feeling—a lot of...

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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 families and balances the conversation by considering what makes people happy.

“The amount of money you have doesn’t indicate how financially literate you are, so we boil things down into simple everyday terms and ask straightforward questions.” - Colleen O’Connell-Campbell

This Week on Young Money:

Colleen’s day-to-day work in helping families find financial fitness including creating budgets, spending plans, saving strategies, investment, and sharing/charitable donations.
The questions that Colleen asks people to help plan their financial future and accomplish their goals.
The topics explored and the types of experts that are featured on the I’m A Millionaire! So Now What? Podcast. Guests include: W. Brett Wilson, Kelsey Ramsden, Anu Bidani and Hilda Gan.
The common themes and mindsets that have helped Colleen find success.
The challenges that Colleen has overcome and the advice that she wished she had when she was younger.
The key success factors and behaviors that entrepreneurs and wealthy families have as a group including having a purpose and a why.
Why it is important to be grateful for what you have, not compare yourself to others, and truly understand what will make you happy.
Find out Colleen’s New Year’s Resolution – check out her big, bold promise here.

Three Themes that lead to success:

Have tenacity and perseverance.
Be curious, think big, and act bigger.
Maintain personal and professional support or go out and get it if you don’t have it.

Resources Mentioned:

Connect with Colleen O’Connell-Campbell:

Colleen O’Connell-Campbell
I’m a Millionaire! So Now What?
Colleen on LinkedIn
Colleen on Facebook
Colleen on Twitter *(tweets are my own! Not endorsed by RBC DS)

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