Best Wealth Advisor At RBC Dominion Securities Podcasts (2025)

1
EP322 The Case for Employee Ownership (Part 1) 25:02

1d ago25:02

25:02

Host: Colleen O’Connell-Campbell Guest: Jennifer Williams, Founder of Firefly Insights In part one of a three-part series, Colleen sits down with Jennifer Williams, a passionate advocate for employee ownership and founder of Firefly Insights. This episode explores how business owners can transition their companies to employees - preserving their le…

1
EP321 Employee Ownership could be your Best Exit Strategy 36:38

15d ago36:38

36:38

👋 at RBC Dominion Securities In this episode, host Colleen O’Connell-Campbell, Wealth Advisor, sits down with Tiara LeTourneau, CEO of Rewrite Capital Advisors, and a pioneer in bringing Employee Ownership Trusts (EOTs) to Canada. Tiara explains how EOTs offer a compelling, tax-efficient option for business owners who want to protect their legacy, …

1
EP320 Valuing Digital Assets for a Smarter Exit 26:41

29d ago26:41

26:41

Welcome back, Self Made Nation! In this episode, I reconnect with Brock Murray, co-founder of seoplus+, to explore a topic that’s fast becoming essential to business exit strategy: how to identify, measure, and maximize the value of your digital assets. Brock shares how seoplus+ developed a proprietary Digital Asset Valuation program designed to he…

1
EP319 Building Smart Networks and Smarter Exit 34:18

1M ago34:18

34:18

In this episode, I sit down with seasoned M&A expert Eric Cardinal - a true connector in Canada’s investment and business exit ecosystem. With decades of experience in investment banking, private equity, and corporate finance, Eric shares how relationships, preparation, and AI-driven intelligence are reshaping the exit journey for business owners. …

1
EP 318 Strategic Finance for a Cash-Rich Exit 43:16

2M ago43:16

43:16

Ever wonder how businesses scale successfully - or why some promising companies unexpectedly falter? In this enlightening episode of ‘The Cash Rich Exit Podcast’, host Colleen sits down with Shady Abboud, CEO of Unloop Accounting and Founder of Storyline Financial. Shady specializes in helping businesses turn complex financial data into actionable …

1
EP317 Navigating Tax Complexities for a Cash-Rich Business Exit 42:40

2M ago42:40

42:40

Taxes may not be the most exciting topic, but mastering tax planning is crucial for entrepreneurs aiming for a cash-rich business exit. In this insightful episode, host Colleen O’Connell-Campbell sits down with Mike Nazarov, a seasoned tax partner at KPMG Canada, to decode Canadian tax updates and share essential strategies for structuring your Can…

1
EP316 Estate Planning for Business Owners - Securing your Legacy 28:52

3M ago28:52

28:52

Welcome, Self-Made Nation! Today on The Cash Rich Exit Podcast, we talk about a crucial but often overlooked aspect of business ownership - estate planning. Colleen O’Connell-Campbell is joined by Erin Kelley, estate planning lawyer at Cooligan Yehia LLP, to discuss how business owners can secure their legacy for future generations. 🏢 Why estate pl…

1
EP315 Building Strong Private Boards - Jennifer Mondoux on Governance Excellence 35:00

3M ago35:00

35:00

Welcome back to The Cash Rich Exit Podcast with me, your host, Colleen O’Connell-Campbell. Today, we're spending time in the world of governance and leadership with Jennifer Mondoux, Managing Partner, CEO, and Founder of MondouxRollins Partners Inc. and the visionary behind Canada's Best Private Boards (also known as The Boardies). Jennifer has a r…

1
EP314 Protecting your Business through Life’s Unexpected Challenges 33:46

4M ago33:46

33:46

Welcome back to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. In today’s episode, I’m joined by Katherine Cooligan, a distinguished family law specialist and founding partner at Cooligan Yehia, LLP. With over 30 years of experience in family law, Katherine shares critical insights on how business owners can …

1
EP313 Purposeful Philanthropy 38:54

4M ago38:54

38:54

Welcome to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. In this episode, I’m joined by Lois Graveline, founder and CEO of Harmonia Philanthropy, to explore the true value of charitable giving beyond tax savings. Lois brings over 30 years of experience in the charitable sector and is passionate about driving…

1
EP312 Building Businesses and Bridging Gaps in Productivity 40:12

5M ago40:12

40:12

Welcome to The Cash Rich Exit Podcast! I’m Colleen O’Connell-Campbell, Wealth Advisor and your host. Today, we’re joined by a seasoned entrepreneur, Marc Gingras, whose impressive journey spans startups, venture capital, and productivity innovation. Marc is the co-founder of Bloks and, in his own words, “student of entrepreneurship”, continually ev…

1
EP311 Fun, Frank Advice for a Cash Rich Exit in 2025 22:55

5M ago22:55

22:55

Join us on The Cash Rich Exit Podcast for a special roundup of the best "Fun, Frank Advice" shared by our incredible guests this year. I’m Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities and your host, guiding you - visionary leaders of the Self-Made Nation - through strategies for building, scaling, and planning your intentio…

1
EP310 Building M&A Potential for Traditional and Service Businesses 31:43

6M ago31:43

31:43

Welcome back to ‘The Cash Rich Exit Podcast’! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. My guest today is Brad Ezard, a seasoned M&A expert and corporate lawyer with extensive experience in private equity, business restructuring, and transaction management. As a partner at Confederation M&A in Ottawa, Brad specializes in helping tr…

1
EP309 Navigating Tech M&A for Exit Success 23:15

6M ago23:15

23:15

Welcome back to The Cash Rich Exit Podcast! I’m your host Colleen O’Connell-Campbell, here to guide you, the Self-Made Nation, through the strategies and stories that lead to successful business exits. In this episode, I’m joined by Boris Petkovic, Director at Sampford Advisors Inc., a leading M&A advisory firm specializing in technology companies.…

1
EP308 Beyond the Exit - Redefining Identity and Purpose 26:26

7M ago26:26

26:26

Welcome back to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. In this episode, we wrap up our enlightening three-part series with leadership coach Eric Deschamps. We talk about one of the most personal aspects of an entrepreneurial exit: redefining identity and purpose beyond the business. 🌟 Rediscovering yo…

1
EP 307 Leadership and Loneliness – Finding Connection at the Top 35:56

7M ago35:56

35:56

Welcome back to ‘The Cash Rich Exit Podcast’! I’m your host, Colleen O'Connell-Campbell, Wealth Advisor. Today, we continue our conversation with Eric Deschamps, a leadership and business coach who talks about the often-overlooked issue of loneliness in leadership. Eric brings insights on how to navigate isolation, especially for those at the top w…

1
EP306 Finding your Rhythm: Balancing Business Growth and Personal Well-Being 33:49

8M ago33:49

33:49

Welcome back to The Cash Rich Exit Podcast! I’m your host, Colleen O'Connell-Campbell, Wealth Advisor to business owners working towards a cash rich exit. In today’s episode, we kick off part one of a three-part conversation with business and leadership coach, Eric Deschamps. Eric brings a wealth of knowledge, sharing insights into maintaining work…

1
EP305 Bold Beginnings and Business Lessons 27:34

8M ago27:34

27:34

Welcome back to The Cash Rich Exit Podcast! I'm your host, Colleen O'Connell-Campbell, Wealth Advisor. In today’s episode, I sit down with Lily Bond, the inspiring young entrepreneur behind Spyce Girlz, who launched her business as a teenager and turned it into a thriving brand. As an entrepreneur in her 20’s, Lily has already faced immense challen…

1
EP304 Blending Passion and Purpose 43:28

8M ago43:28

43:28

Welcome to The Cash Rich Exit Podcast, where we discuss the entrepreneurial journey from inception through to a successful exit. I’m Colleen O’Connell-Campbell, your host and Wealth Advisor at RBC Dominion Securities. Today, we're joined by Sheena Brady, the dynamic founder of tease, a company that’s redefining wellness with its unique tea and bota…

1
EP303 Planning for the Unpredictable- a Guide for Canadian CEOs and Founders 12:32

9M ago12:32

12:32

Welcome (back) to The Cash Rich Exit Podcast! I'm Colleen O'Connell-Campbell, your host and Wealth Advisor, dedicated to guiding you, the Self Made Nation, through the pivotal transitions of your entrepreneurial journey. Today, I’m calling your attention to a topic that is perhaps not as talked about as it should be by Canadian CEOs, founders, and …

1
EP302 Navigating the Seas of Investment - A Summer Book Club Wrap-Up 6:06

9M ago6:06

6:06

Hello, Self-Made Nation! I’m your host Colleen O’Connell-Campbell, Wealth Advisor. As we wind up the summer, we’re rounding out our powerful book club series, where we’ve sailed through the investment strategies of some of the great financial minds. 📘 Retrospective Insights: In this series, we set out on a literary journey with Benjamin Graham's "T…

1
EP301 From Wall Street to Main Street - Exploring 'Trillions' and the Index Fund Revolution 28:24

10M ago28:24

28:24

Welcome to The Cash Rich Exit Podcast, I'm Colleen O’Connell-Campbell, your host and Wealth Advisor. On this podcast, we talk about the entrepreneurial journey, from the inception of a business idea through to a wealth-focused exit. Today marks our third and final episode in a ‘book club’ series focused on transformative investment philosophies, jo…

1
EP300 Celebrating Milestones with "A Random Walk Down Wall Street" 34:29

10M ago34:29

34:29

Hello, Self Made Nation, and welcome back to The Cash Rich Exit Podcast. I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. As we celebrate our 300th episode today - a true milestone - I want to express my heartfelt gratitude to all of you for joining me on this journey. Your engagement and feedback have transformed this podcast into a beac…

1
EP299 The Importance of a Guiding Investment Philosophy (ft ‘The Intelligent Investor’ and Alicia Castelino) 27:01

11M ago27:01

27:01

Welcome to The Cash Rich Exit Podcast, where we talk about the full spectrum of the entrepreneurial journey with a keen eye on successful, planned exits. I'm your host, Colleen O’Connell-Campbell, here to guide you through building a thriving business designed for a prosperous future. In today’s episode, I emphasize the importance of an investment …

1
EP298 Investment Philosophy 101 - A Summer Book Club 5:11

11M ago5:11

5:11

Welcome to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, here to guide ambitious entrepreneurs through the complexities of building a business designed for a prosperous and fulfilling exit. Today marks the beginning of a special series - our summer book club! 📚 The Summer's Reading List: Join me as we dive into three semina…

1
EP297 Individual Pension Plans as a Path to Entrepreneurial Security 12:21

12M ago12:21

12:21

Welcome to The Cash Rich Exit Podcast, where I, Colleen O’Connell-Campbell, guide you - ambitious CEOs, founders, and business owners - through critical entrepreneurial financial transitions. Today’s episode is especially important for those of you over the age of 40 with a significant T4 income, as we explore an exceptional tool for securing your …

1
EP296 Nurturing your Agribusiness for a Prosperous Future 34:25

1y ago34:25

34:25

Welcome to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, and today, we're visiting the agribusiness world with Lisa Courtney Lloyd, Vice President of Business Development at Market Maker Agriculture. With her extensive background in corporate strategy and marketing, Lisa offers invaluable insights into navigating the comple…

1
EP295 Strategic Exit Planning 37:30

1y ago37:30

37:30

Welcome to The Cash Rich Exit Podcast. I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. In today's episode, my guest is Michael Black, a strategist and partner at Richter Consulting. Michael brings a wealth of experience in helping business owners strategically position their businesses for an optimal exit. Michael and I discuss: 🔖 Strate…

1
EP294 Embracing Vulnerability in Leadership - A Path to Authentic Strength 13:27

1y ago13:27

13:27

Welcome to The Cash Rich Exit Podcast. I’m Colleen O’Connell-Campbell, your host and Wealth Advisor. Today, dissecting an important question: Is vulnerability in leadership a weakness or a strength? 🔍 In This Episode: I discuss the profound impact that embracing vulnerability can have on leadership. Inspired by Susan Blain (my last guest; if you ha…

1
EP293 The Power of Vulnerability in Business 34:49

1y ago34:49

34:49

Welcome to The Cash Rich Exit Podcast, where we explore the full spectrum of the entrepreneurial journey, focusing on creating planned, prosperous exits. I’m your host, Colleen O’Connell-Campbell, here to guide you through the nuances of building a thriving business with an eye towards a future exit. 🎙️ In This Episode: Today, we are joined by Susa…

1
EP292 From Lens to Legacy - Crafting a Brand Beyond the Individual 34:49

1y ago34:49

34:49

Welcome to episode 292 of The Cash Rich Exit Podcast, with your host Colleen O’Connell-Campbell. Today, we dive into the intriguing intersection of art and commerce with our guest, Rémi Thériault, renowned photographer and the visionary behind the House of Common Studio. Rémi shares his unique journey from capturing evocative moments through his le…

1
EP291 Crafting Culinary Excellence 27:58

1y ago27:58

27:58

🎧 Welcome to The Cash Rich Exit Podcast, where we explore the pathways to a successful and intentional business exit. I'm your host, Colleen O'Connell-Campbell, here to guide you through the journeys of top entrepreneurs. Today, we're joined by the remarkable Caroline Gosselin, a visionary in the Ottawa food and beverage industry. 🍽 In This Episode…

1
EP290 Brewing a Non-Alcoholic Business Revolution 31:55

1y ago31:55

31:55

🚀 Welcome to The Cash Rich Exit Podcast, where we delve into the journeys of entrepreneurs who are navigating the path to a successful, cash-rich exit. I'm Colleen O'Connell-Campbell, your host, and wealth advisor focussed on helping self-made millionaires make your legacy count. In this special episode, I sit down with Ted Fleming, the founder of …

1
EP289 Building a business that changes the women’s sportswear story 27:30

1+ y ago27:30

27:30

🎙️ Welcome to The Cash Rich Exit Podcast, where we delve into the stories of entrepreneurs crafting innovative solutions and building legacy businesses. I'm your host, Colleen O'Connell-Campbell, and today's episode features the inspiring journey of Alexandra Sanguins, the visionary behind Sarahband, a game-changing support system for active women.…

1
EP288 How to Craft an Epic, Legacy-Defining Business Exit 6:54

1+ y ago6:54

6:54

🎙️ Welcome to The Cash Rich Exit Podcast with your host, Colleen O'Connell-Campbell. In this episode, Colleen dives deep into the heart of the entrepreneurial journey, likening it to a hero's tale of adventure, risk, and ultimate triumph. 🎧Press play on this episode to: 🚀 Explore the stages of the business journey, from the initial spark to the cre…

1
EP287 Building a Brand That Supports your Cash Rich Exit 36:36

1+ y ago36:36

36:36

🎙️ Welcome to The Cash Rich Exit Podcast with your host, Colleen O'Connell-Campbell. In this episode, we're thrilled to welcome Laura Beauparlant, brand expert and founder of Lab Creative to talk about the value of branding in a business’ journey to an eventual exit. Inside the episode, Colleen and Laura discuss: 💼 The concept of legacy branding an…

1
EP286 The Art of Accounting for Small Businesses 31:18

1+ y ago31:18

31:18

🎙️ Welcome to The Cash Rich Exit Podcast, with me, your host, Colleen O'Connell-Campbell. This episode I sit down with Sarwar Qureshi, a seasoned accountant and partner at Patterson and Company. Sarwar's journey in accounting and his passion for helping small businesses are worth your time. On the episode, we explore: 💼 Unique insights into the wor…

1
EP 285 A treasure trove of business brilliance from twelve titans 13:45

1+ y ago13:45

13:45

🎉 Happy New Year, Self Made Nation! Welcome to the first episode of the year on The Cash Rich Exit Podcast. I'm your host, Colleen O'Connell-Campbell, and I'm thrilled to kick off the year with a special montage episode featuring ‘fun, frank advice’ from 12 business leaders who've graced our podcast in the past year. 🌟 🎙 In this episode, you'll hea…

1
EP284 Capitalizing on growth for a cash rich exit 23:14

1+ y ago23:14

23:14

Welcome to a new episode of The Cash Rich Exit Podcast, where host Colleen O'Connell-Campbell chats with Mark Lerohl, the visionary behind First Tracks Capital. This episode delves into the minds of investors and what they seek in companies, offering a unique viewpoint for business owners eyeing a prosperous exit. Here are some highlights you shoul…

1
EP 283 Maximizing Business Valuation 27:42

1+ y ago27:42

27:42

Welcome to another insight-packed episode of The Cash Rich Exit Podcast. Today, our host Colleen O'Connell-Campbell is joined by Robert Bezede, Director of Corporate Finance at Norton McMullen. Together, they explore essential strategies for successful business exits. In this episode, you’ll hear: 📈 Timely Exit Strategies: Insights on exit planning…

1
EP282 The Roadmap to a Successful M&A Journey 28:32

1+ y ago28:32

28:32

Welcome to the latest episode of the 'The Cash Rich Exit Podcast’, where we delve into the pivotal world of business valuation, mergers, and acquisitions. In this episode, our host, Colleen O'Connell-Campbell, is joined by the insightful Guylaine Ure from Sunbelt Business Brokers. Guylaine brings her extensive experience as a certified business int…

1
EP281 Exiting Your Supply Chain Business (A Niche Perspective) 29:23

1+ y ago29:23

29:23

On today's episode of The Cash Rich Exit Podcast, supply chain M&A expert Pete Stefanovich joins host Colleen O'Connell-Campbell for an in-depth discussion on exiting logistics businesses. 🚛 Pete's firm, Left Lane Associates, focuses exclusively on the logistics and transportation niche. They've completed 62 deals and counting since 2016. Listen to…

1
EP280 Smart Strategies to Maximize Your Business Sale 38:57

1+ y ago38:57

38:57

Welcome back to The Cash Rich Exit Podcast. I’m your host Colleen-O’Connell-Campbell. In today’s episode, I chat with Scott Duke. Scott is a serial entrepreneur who has started 11 companies, sat on 20 boards, and advised hundreds of businesses. He's here to share his tested exit strategy insights. Dive in for the scoop on how: ☀️ Running a business…

1
EP279 Cashing Out: An Expert's Guide to Selling Your Business 27:56

1+ y ago27:56

27:56

Selling your business can be complex, but the rewards of a lucrative exit make it well worth the effort. Jean-François Murphy has brokered over $2 billion in deals, and today he’s here to chat with host Colleen O’Connell-Campbell on The Cash Rich Exit Podcast. 🚀 Jean-François shares how his firm, Filiatrault, facilitates business sales through tail…

1
EP278 Introducing 'The Cash Rich Exit Podcast', your guide to intentional business exits 12:12

1+ y ago12:12

12:12

🎤 Welcome to 'The Cash Rich Exit Podcast,' the next chapter of the 'I’m a Millionaire! So Now What?' podcast! I’m your host, Colleen O’Connell-Campbell, and here we’ll be diving deeper into helping business owners like you create cash-rich exits. 💪 Doubling Down on Wealth Building We're unapologetically focused on building wealth for business owner…

1
EP 277 Secrets of the Self-Made: investing lessons from classic books (and the final chapter) 14:20

1+ y ago14:20

14:20

Welcome back to the podcast! I’m your host Colleen O'Connell-Campbell, and in this episode, I wrap up our summer book club series on investment philosophy. In this series, featuring guest Alicia Castelino in parts, we reviewed 3 classic books on investing: The Intelligent Investor, A Random Walk Down Wall Street, and Trillions. Tune in to refocus o…

1
EP276 ‘Trillions’ made simple: demystifying Index Funds and ETFs 25:32

2y ago25:32

25:32

Welcome back with the last episode of our book club trilogy on investment philosophy, here at the "I'm a Millionaire. So, Now What?" podcast. In this episode I am joined by Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada. We bring you insights from the book Trillions by Robin Wigglesw…

1
EP275 Investment strategies that move from “Random Walk” to real results 31:32

2y ago31:32

31:32

Hello! I’m Colleen O'Connell-Campbell, back with another exciting episode of "I'm a Millionaire. So, Now What?" In this episode you’ll find the second installment 📚of our book club trilogy. In conversation with Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada, I bring you insights from…

1
EP 274 Decoding 'The Intelligent Investor': why you need a clear investment philosophy 23:38

2y ago23:38

23:38

Welcome to another exciting episode of "I'm a Millionaire. So, Now What?" with me, your host, Colleen O'Connell-Campbell. Here, I’m in conversation with Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada. 📚 Kicking off our book club trilogy, we delve into "The Intelligent Investor - The …

1
EP273 Breaking down the Pink Tax 45:22

2y ago45:22

45:22

"I'm a millionaire. So, now what?" - the go-to podcast for entrepreneurs planning a cash-rich exit - is back! In this episode, I had an insightful chat with Janine Rogan. Janine is a Certified Professional Accountant (CPA), a seasoned TEDx speaker, and a renowned author. Her groundbreaking book, "Pink Tax," is a crucial exploration of the economic …

Podcasts Worth a Listen

Wealth Advisor At RBC Dominion Securities Podcasts

Podcasts Worth a Listen

Quick Reference Guide