O'Connell-Campbell Wealth Management of RBC Dominion Securities
Guiding CEOs, founders, and business owners to a cash-rich exit—turning illiquid business wealth into lasting personal prosperity.
Your business exit should fund the life you’ve imagined—let’s make it cash‑rich.
You’ve poured heart, soul, and sweat equity into your company. Our mission is to make sure that when you step away, you do so on your terms—with personal liquidity, tax efficiency, and the freedom to take on what’s next. We focus on cash-rich exits for self-made entrepreneurs—founders who built it from scratch and deserve a well-earned reward. If that sounds like you, let’s talk.
Tune in: The Cash‑Rich Exit Podcast
In every episode, host Colleen O’Connell-Campbell, CFP, CIM, chats with founders, M&A insiders, tax pros, and exit-planning experts to unpack the mindsets, tactics, and cautionary tales behind a cash-rich exit. Episodes typically run 25-35 minutes—ideal for a workout, commute, or thinking stroll—and always end with “fun, frank advice” you can use to shrink your Wealth Gap and boost enterprise value.
Subscribe for fresh cash-rich insights
New episodes drop regularly—actionable tips to build value and craft your exit playbook.
Meet the architects behind your cash-rich exit—co-creating the playbook with you.
Led by Colleen O'Connell-Campbell, CFP, CIM, our boutique team pairs entrepreneurial insight with RBC’s strength to transform business wealth into lasting personal prosperity. Clear planning, proactive service, and candid guidance move you closer—let’s start the conversation.Led by Colleen O'Connell-Campbell, CFP, CIM, our boutique team pairs entrepreneurial insight with RBC’s strength to transform business wealth into lasting personal prosperity. Clear planning, proactive service, and candid guidance move you closer—let’s start the conversation.
An integrated, evidence‑based roadmap to liquidity
Our evidence-based framework converts illiquid business wealth into diversified personal capital—balancing growth, tax efficiency, insurance protection, and risk management. We pinpoint your Wealth Gap and design a plan to close it, calling on RBC specialists and trusted outside partners every step of the way.
What we do
- Wealth Gap Analysis and valuation readiness – including business valuation by an accredited external valuator
- Evidence-based portfolio construction: low-cost ETFs, DFA funds, bespoke mandates via RBC Guided Portfolios
- Integrated wealth planning: retirement income, philanthropy, estate equalization (with RBC tax and estate specialists)
- Tax-smart restructuring to maximize LCGE and minimize recapture (co-ordinated with your accountant and legal team)
- Insurance and risk solutions: corporate-owned life, key-person, buy-sell funding (via RBC insurance specialists)
- Liquidity tools: IPPs, RCAs, corporate-class structures
- Ecosystem collaboration with M&A advisors, legal, accounting, fractional-CFO partners, and other specialists to cover every angle of your cash-rich exit
How we do it
We meet on a cadence that fits your pace—tracking progress toward your “Freedom Number” and closing the Wealth Gap. Each check-in comes with plain-language reports so you know exactly where you stand. We then coordinate with the appropriate RBC specialists—private banking, tax, insurance, estate—and with trusted community professionals in law, accounting, valuation, and M&A, ensuring every move keeps your cash-rich-exit playbook on course.
Community programs for the self-made nation—CEOs, founders and business owners
Beyond advice, we curate high-impact experiences—from virtual roundtables to deep-dive workshops—that connect you with peers, experts, and the strategies to close your Wealth Gap faster. Choose the program that moves you forward and reserve your spot.
Elevated Conversations Roundtable
Virtual dinner-party-turned-roundtable mastermind where founders debate wealth, tech, and visionary ideas—small group, unlimited insight.
Women in Wealth Ottawa (WIWO)
Peer community for Ottawa-based women advisors—connect, learn, and thrive through panels, socials, and give-back events.
Cash-Rich Insights & #RunningReflections
Weekly, we alternate Cash-Rich Exit takeaways with #RunningReflections—bite-size reads that expose hidden value, cut tax, and shrink your Wealth Gap. Read now or get fresh posts by email.