Say hello to partners who are excited about your financial potential.
ABOUT US
CC&Associates offers financial services for women and families in Ontario who want to get their finances in order so they can get the lifestyle they desire and deserve.
Who you choose to manage your finances is an important decision.
Get your questions answered instantly by us, the people behind the screen.
Our peers in estate planning, money mindset coaching, and more are there to support you through important life decisions.
Support Services
What makes us different from ...
We don't care about your net worth or charge you high fees. Our services are accessible to anyone committed to building their wealth over time.
Wealth Managers
We don't sell you the latest financial product and then forget about you. We customize your plan and adjust it as you grow and your priorities change.
Banks
Online platforms have no empathy. We care. Pick up the phone, call us with questions, and get professional advice from someone who cares about you.
Investment Platforms
From a young age, I had a fascination with money and the behaviours that others had about money. I started working at a young age so that I could have my own experiences with money, and I would try to have open discussions with others about money.
It wasn’t until after having children that I pursued a career in the financial services industry to support other women in pursuing their financial dreams.
I started in the industry as a mortgage agent. I pursued and achieved the Certified Financial Planner® designation to further assist my clients, expanding my services to include insurance and investments.
Throughout my career, I had numerous difficult conversations with clients who were disheartened to learn they couldn’t secure a mortgage for their dream home. This was often due to insufficient funds in their bank accounts and poor financial decisions made earlier in life.
Tired of delivering such disappointing news, I merged my passion for psychology with my financial expertise and became a Certified Money Coach. My mission was to help women overcome self-sabotaging money mindsets that hindered them from achieving their goals.
I am proud to say that my daughter, Mackenzie, has followed in my footsteps and is now a Financial Advisor at CC&Associates.
Our team shares a vision of humanizing financial planning. We aim to encourage women and couples to engage in open conversations about money, breaking the taboo surrounding this topic that affects everyone.
Our story told by our founder, Cheryl Campbell.
We're on a mission to provide positive financial education that empowers families to generate wealth for a brighter financial future.
Our Resources
We break down financial terms Canadians should know to build wealth.
An advice column where we get real about how to solve popular money problems.
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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.