Best Wealth Advisor At RBC Dominion Securities Podcasts (2024)

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

10d 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 …

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EP296 Nurturing your Agribusiness for a Prosperous Future 34:25

25d 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

1M 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

2M 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

2M 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…

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

3M 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

3M 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…

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EP290 Brewing a Non-Alcoholic Business Revolution 31:55

4M 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 …

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

4M 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.…

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

5M 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

5M 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…

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EP286 The Art of Accounting for Small Businesses 31:18

6M 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…

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

6M 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

6M 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

7M 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…

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

7M 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…

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

8M 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…

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EP280 Smart Strategies to Maximize Your Business Sale 38:57

8M 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

9M 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…

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

9M 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…

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

10M 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…

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

10M 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…

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

11M 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…

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

11M 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

12M 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 …

1
EP272 Harnessing artificial intelligence (AI) and content marketing for profitability 33:50

12M ago33:50

33:50

Welcome back to “I’m a Millionaire! So, now what?” with me, your host, Colleen O'Connell-Campbell. Today, I am excited to bring you my guest Susan Diaz, Founder and CEO of c+p digital. A content marketer and community builder, Susan is the author of “UNboring: take your content marketing from blah to brilliant”. She is currently in the process of d…

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EP271 A summer book club invitation - let’s dive into investment philosophy 3:15

1y ago3:15

3:15

I welcome you back to the 🎙💫I’m a Millionaire! So Now What?💫🎙podcast. I’m your host, Colleen O'Connell-Campbell, and in this episode, I’m inviting you to talk Investment Philosophy 101 📖🎓 Listen to the episode as I introduce a virtual summer book club aimed at enriching our understanding of investment management. The Essential Reads 📘📙📗 Join me in …

1
EP 270 Leveraging SEO and social media in a recession 31:28

1y ago31:28

31:28

I welcome you back to the 🎙💫“I’m a Millionaire! So Now What?”💫🎙podcast. In this episode, I’m in conversation with Brock Murray, COO and co-founder of seoplus+, about, you guessed it, SEO(!) - among other things. Brock and I discuss: 💎 The value of real-life experience when starting up a business. 📲 The Three Pillars of SEO - on-page elements, off-p…

1
EP269 Decoding the impact of data on modern marketing 33:47

1y ago33:47

33:47

Welcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙 This week, we delve into the world of marketing data with Glenn Schmelzle, the founder and Chief Data Analyst at the Marketing What’s New agency. In this conversation, Glenn sheds light on: 📈 Understanding the art of marketing and creating a value exchange at scale. 💸 Discerning the intertwining…

1
EP268 Why trust is at the heart of leadership 44:43

1y ago44:43

44:43

Welcome back to 🎙💫 "I'm a Millionaire! So Now What?" 💫🎙 Our distinguished guest this week is Lisa Anna Palmer, founder and CEO of the Light Your Leadership Institute, and author of "Light a Fire in their Hearts: The Truth about Leadership." Lisa dives deep into the nuances of leadership, management, and the crucial role trust plays in fostering gro…

1
EP 267 Building trust in business 36:06

1y ago36:06

36:06

Welcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙My guest on the microphone this week is Natalie Oldfield, a renowned thought leader on trust and the author of "The Power of Trust". Natalie shares with us, Self-made Nation, her expertise and strategies to help you strengthen your relationships with your customers and colleagues. In my conversat…

1
EP266 The link between serial entrepreneurship and fear of rejection 45:57

1y ago45:57

45:57

Welcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙 the podcast in which we celebrate unapologetic wealth creation through business. Today, my return guest on the podcast is Nicole Laframboise, who became an entrepreneur with her first business at 12, when she started fabricating ski hats. Since then Nicole has been a serial entrepreneur with hug…

1
EP265 The resilience of entrepreneurs 46:10

1+ y ago46:10

46:10

Welcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙 Today, my return guest on the podcast is Karla Briones, a Mexican-Canadian immigrant to Canada, who thrives on leveraging her personal experience and empathy to support BIPOC and underrepresented entrepreneurs in the country. An entrepreneur and consultant with an undeniable passion for helping …

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EP264 It can be as bad as you think it's going to be 48:45

1+ y ago48:45

48:45

Welcome back to 🎙I'm a Millionaire! So Now What?🎙 I'm your host Colleen O'Connell Campbell, and this week, I am in conversation with Angela Sutcliffe, fellow Ottawa-based advisor to small business on proven strategies to make their businesses successful by fostering a leadership mindset that's needed to navigate growth. Angela and I chat about: ✅ T…

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EP263 The importance of safe workplaces in a recession 50:12

1+ y ago50:12

50:12

Welcome back to 🎙I'm a Millionaire! So Now What?🎙 I'm your host Colleen O'Connell Campbell, in conversation with Karen Brownrigg, founder and CEO of iHR Advisory Services, a firm that provides customized solutions to challenging HR situations by equipping leaders with the tools necessary to create a positive work climate conducive to high performan…

1
EP262 Where is the opportunity in economic turbulence? 8:45

1+ y ago8:45

8:45

Welcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙 I'm your host, Colleen O'Connell, and in this episode, I’ll dive deep into how the terminology around us like ‘recession’ and ‘inflation’ relate to us as business owners, and how that ultimately affects market economics. Listen to learn 👇 What inflation is; and how should you prepare for it? Wha…

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EP261 How to reverse engineer a cash-rich exit from your business 7:20

1+ y ago7:20

7:20

Welcome back to “I’m a Millionaire! So, now what?” I'm your host, Colleen O'Connell-Campbell, and on this podcast, you'll find inspirational stories, practical strategies, and fun, frank advice from diverse business minds! In this episode, I dive deep into the idea of reverse engineering your path to financial freedom as a business owner. I discuss…

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EP260 Fun, frank advice from self-made millionaires 19:58

1+ y ago19:58

19:58

Hello Self Made Nation! Welcome back to “I’m a Millionaire! So, now what?” If you’ve just found us, you’re joining me in the 3rd of a 3 part mini-series that brings you fun, frank advice from self-made millionaires. Your peers - founders, co-founders, and business owners. Stick with me, sit back, click to listen and enjoy. And I do hope it gives yo…

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EP259 Advice to help you conquer fear; from self-made millionaires 25:15

1+ y ago25:15

25:15

Welcome back to “I’m a Millionaire! So, now what?”. Let’s continue to find some motivation for 2023! I bring you fun, frank advice from self-made millionaires to inspire you. Sit back, click to listen, and enjoy. And I do hope you find something life changing in here! Here are some of the pieces to whet your appetite to listen to more: 📌 “I am some…

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EP 258 The fun, frank advice that you need right now! 13:27

1+ y ago13:27

13:27

Hello Self-made Nation. Welcome back to “I’m a Millionaire! So, now what?”. In this episode you’ll find some motivation! Some fun, frank advice from self-made millionaires to inspire you all year. Sit back, click to listen, and enjoy. And I do hope it gives you a boost. Here are some of the pieces that really stood out for our listeners over the ye…

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EP257 The parable of the Mexican fisherman and what it means for business owners in a recession 9:44

1+ y ago9:44

9:44

Hello Self Made Nation Welcome back to “I’m a Millionaire! So, now what?”! Today we're diving deep into a parable about why money isn't everything. Is it a bit ironic that I would be saying that money is not everything… when this podcast is about the celebration of building wealth unapologetically in your business? Stick with me, and click through …

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EP256 Strategies for ‘selling from love’ 40:18

1+ y ago40:18

40:18

Welcome back to “I’m a Millionaire! So, now what?” I'm your host, Colleen O'Connell-Campbell, and today I welcome Finka Jerkovic, passionate sales practitioner and author. A much needed skill for the Self-made Nation as we navigate a recession. Finka is the author of “Sell From Love” in which she presents a three-step framework built on authenticit…

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EP255 6 key ratios to track for a cash-rich exit in your business 11:28

1+ y ago11:28

11:28

Hello and welcome to “I’m a Millionaire! So, now what?” with me, your host, Colleen O'Connell-Campbell. Today, let’s talk about what other metrics matter. In this episode you’ll find: 📝Why ‘Revenue is vanity, Profit is sanity, and cash flow is sovereignty’ 📝Why metrics matter for entrepreneurs 📝The Six Metric to start tracking in your business now …

1
EP254 Five small business tax planning strategies for the year-end 12:10

1+ y ago12:10

12:10

Hello and welcome to “I’m a Millionaire! So, now what?” with me, your host, Colleen O'Connell-Campbell. Today, let’s talk about year-end tax strategies! In this episode you’ll find: 📝 The importance of turning obstacles (like taxes) into opportunities (like proactive tax planning). 📝 How to use an individual pension plan (IPP) in your business. 📝 T…

1
EP253 Make your marketing dollars go further in a recession 28:34

1+ y ago28:34

28:34

Welcome back to “I’m a Millionaire! So, now what?” with me, your host, Colleen O'Connell-Campbell. Today, I am joined by Susan Diaz, Founder and CEO of c+p digital. Susan is a podcaster, and author of UNboring: take your content marketing from blah to brilliant. In this conversation we discuss how to approach marketing during a recession. 📝 The imp…

1
EP252 How the law is tool for building entrepreneurial wealth 27:15

1+ y ago27:15

27:15

Welcome back to “I’m a Millionaire! So, now what?” I'm your host, Colleen O'Connell, Campbell, and in this podcast, you'll find inspirational stories, practical strategies and fun, frank advice from diverse business minds! Today I have a wonderful new guest - Andrea Henry, Partner at Henry Brooks Law. She's a Cambridge educated lawyer, entrepreneur…

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EP251 Can we really find opportunity in a recession? 13:36

1+ y ago13:36

13:36

Welcome back to “I’m a Millionaire! So, now what?”. Self Made Nation, we can’t avoid the elephant in the room any longer. When we look around us as business owners, all talk is about recession. Let’s acknowledge it and plan to ride the rough seas. In this episode, I focus on a few key things to plan for as we head into a bear market. 📝 How to conte…

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EP250 🥳 Let’s normalize wealth creation in business 6:53

1+ y ago6:53

6:53

Welcome back to “I’m a Millionaire! So, now what?” Today we pull out the fireworks, because we celebrate 250 episodes. 🥳🎇 In this episode you’ll discover what this odd series of numbers means! Ready? 📝 250 📝 99 📝 137 There’s so much more to the podcast. It brings a spirit of gratitude and joy that will leave you smiling. Have a listen! 🎧 A special …

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EP249 The importance of intentionality in business exits; even in a bear market 5:38

1+ y ago5:38

5:38

Welcome back to “I’m a Millionaire! So, now what?”, where we are wrapping up our 10-episode masterclass on the subject of building value in your business. Over the past 3 months, in this series, we have focussed on the 8 drivers of company value using the Value Builder System as our framework. Joining me for several episodes in this masterclass has…

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EP248 The effects of ‘Monopoly Control’ on the value of your business 24:17

1+ y ago24:17

24:17

Welcome back to “I’m a Millionaire! So, now what?”, where we continue our journey into building value in your business. Over the past 2 months, we have elevated the conversations around here (pun intended!) to focus on the drivers of company value using the Value Builder System as our framework. And today we're talking about monopoly control. Joini…

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