Make your future-self proud of the money decisions you make today.
We’re an all-in-one financial services firm in Ontario that grows your wealth and protects your assets. Financial plans, insurance solutions, and investment strategies built custom for you and then managed to grow with you.
I want to
If you're tempted to choose all of the above, you're in the right place.
Financial planning is overwhelming—especially when you have a family to take care of.
We help our clients navigate these questions in their financial plan and investment strategy.
At CC&Associates, our priority is to make you feel financially secure so you can make the most out of every milestone.
Pay off student debt
Save for your wedding
Travel the world
Invest in your child's education
Buy your dream home
Retire without working
Build wealth you can enjoy today and appreciate in your retirement.
Our holistic financial strategies help clients afford what they want today and in the future.
Our Financial Services
Ambitious Financial Plans
Proactive Insurance Solutions
Stable Investment Portfolios
We assess your current financial situation, then customize your financial plan to meet your short and long-term goals.
AMBITIOUS FINANCIAL PLANS
STABLE INVESTMENT PORTFOLIOS
We build an investment strategy that matches your risk tolerance so you feel comfortable with your investment portfolio.
5-Day Personal Finance Course
We’ll send you one email a day for 5 days, with a advice on how to save, budget, and plan for your future goals. Your future self will thank you.
We make sure your wealth and assets are protected with insurance solutions that give you peace of mind.
PROACTIVE INSURANCE SOLUTIONS
“Cheryl Campbell is my insurance adviser and much more! She’s honest, trustworthy, and very knowledgeable! If you need financial advice, insurance and help to buy your dream home, call Cheryl!”
– Beata Bloemen, CEO of Beamar Beauty Studio & Academy
“Cheryl and her team are always pleasant, engaged in your conversation and listen to your needs. Cheryl takes the time to show care and compassion in everything she does. I highly recommend her and her team. I am truly grateful to have had the opportunity to know and work with Cheryl.”
– K.J.
“Cheryl has helped me overcome some serious money blocks. By looking at my money history, I have narrowed down where in my life some negative money mindsets have come into play. I have been able to decide what my mindset going forward will be, which has opened me up to so much financial potential and freedom!”
– T. Shields Consultant, PHD Student
“Cheryl is a wealth of information when it comes to financial literacy. She truly cares about all of her clients and doesn't hesitate to go above and beyond to help them succeed. Knowing Cheryl for almost a decade now, she is unwavering in the high standards and values she upholds. Having Cheryl in your corner is a huge asset and very valuable. I can not say enough great things about the level of service and quality of her work and the amazing, caring and passionate person she is.”
– Alfonso Salemi, Partner JAAG Properties
Let's master your money, together.
A mother-daughter duo demystifies finance with answers to hot money topics and concerns from millennial women.
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Fast-track your financial literacy with this mini-course.
Financial lingo and strategies you'll wish you'd known sooner. But don't worry; it's never too late to improve your financial intelligence.
Financial advice is totally free.
Get your questions answered and find out if you need a financial plan.