Colleen O'Connell-Campbell - ScotiaMcLeod Ottawa - Women Helping Women Grow Wealth

Women Helping Women Grow Wealth

Women deal with money constantly and in countless ways throughout their lives, from day to day transactions to savings and investments and planning for retirement. They will use lines of credit, hold multiple bank accounts, purchase insurance, save for the future, buy vehicles and own property. Women control most of family spending and account for 67% of consumer spending* - and yet, they are often not taken seriously in the financial realm, and are still far from being treated as equal.

Colleen O’Connell-Campbell and Carole Girard, your dedicated female wealth management advisory team in Ottawa. They are committed to sharing their financial knowledge and expertise with all clients, and specifically dedicated to helping women grow and maintain personal wealth throughout the course of their lives. In order to best communicate their knowledge and reach as many women as possible, Wealth Advisor Colleen O’Connell-Campbell has introduced ‘Women Helping Women Grow Wealth’: a seminar series that allows women to further their financial education in a meaningful, practical manner.

Topics covered in these seminars include issues of dissatisfaction for female consumers (investments, cars, banking, insurance) as well as several service categories that women feel financial firms need to improve in: Household Administration (tracking family finance, saving, writing cheques and making payments); Financial Education (opportunities to learn about budgeting, borrowing, saving & long term financial planning); Financial Advice (working with advisors who truly understand women’s needs and lead financial planning with respect); and Children (education planning, funding emergencies, helping the next generation learn about saving and investing).**

In addition to ‘Women Helping Women Grow Wealth’, Colleen has organized a series of ‘Tea and Talk’ events – a casual yet informative public forum that allows women to ask questions and share knowledge in a comfortable, supportive environment. For a list of upcoming and previous ‘Women Helping Women Grow Wealth’ and ‘Tea and Talk’ events, please see below.

* Boston Consulting Group presentation – Source: Consumer expenditure: Economist Intelligence Unit Country Data Annual Time Series Real Priate Conmsumption; US Discretionary spending data: US Bureau of Labor Statistics Consumer Expenditure Survey

** From the Boston Consulting Group. Presentation given at ScotiaMcLeod event ‘Women Want More’ – by Michael J. Silverstein & Kate Sayre