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We first met with Colleen in 2001, and were novices as to our knowledge of investing. We certainly knew our goals for our retirement and Colleen was able to help us understand what options were available, in order to work towards achieving those goals. She provided us with the needed guidance and then "coached" us over the initial years to transition our existing investments to align with an appropriately balanced portfolio for us.
We enjoy our annual reviews, along with informal discussions throughout each year with Colleen. She has demonstrated to us her sincere interest in our future plans. We are looking forward to retirement in the next 3-5 years,
and recognize that Colleen's investment in us, by taking the time to understand our interests several years ago, is translating into a financially stable future for us!
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Looking at the road of retirement, it is extremely important to us to ensure that our interests are well looked after. Colleen's advanced knowledge of the various financial products gives us great comfort in knowing that we are in the very best hands. More importantly, Colleen respects our goals and personal comfort levels of risk, and diffuses our panic attacks of the volatile markets with diligence, respect and the utmost professionalism. Click this link to visit O'Brien TM Services... |
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I have known Colleen O'Connell-Campbell for over twenty years and trust her implicitly. Colleen's honesty and thoughtful behaviour has exemplified a moral and caring individual from her childhood days. As a thoughtful economic advisor, exceptional parent, strong family and community worker Colleen's cheerful and professional excellence is a breath of fresh air. I trust Colleen to always think first for the long term good of her clients, family and friends. I am honoured to have Colleen as a trustworthy financial advisor and caring friend.
Patrick Mason, M.Ed., Artist, Teacher |
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