Financial Advisors
by women for women
We help women like you grow your wealth and protect your assets.
Get your:
Financial plan
Estate plan
Succession plan
Insurance Solutions
Investment Strategies
We’ll build a custom a financial strategy for you,
and then manage it to grow with you.
Imagine you found a financial advisor specifically for women who is available for advice, support, and strategy.
Think of yourself a decade ago.
Did you want what matters to you today?
As we get older, our priorities change.
When you're drowning in student debt, it's hard to imagine saving up for a home.
When you're only providing for yourself, it's hard to imagine the responsibility of having a child.
When you're young and healthy, it's hard to imagine retiring and getting old.
It's hard to predict what the world will throw at you, but imagine if you had a financial advisor specifically for women in Ontario who have your back from day one.
We partner with women and families who need a financial advisor to build a financial strategy with their future in mind.
We, as your financial advisors, analyze your current finances and give you a plan to achieve what you want from life.
Feel confident with a financial strategy built by a certified financial planner who cares about your financial well-being.
Learn more
Proactive Insurance Solutions
Ambitious Financial & Estate Planning
Stable Investment Strategies
Our holistic financial services help you navigate these scenarios:
Get out debt and set a realistic budget
Land on your feet after a divorce
Combine finances with a partner
Maintain your quality of life in retirement
Save for big purchases
Determine what happens to your estate if you pass away
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 to 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 in Ilderton, Ontario, 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 assist my clients further, 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 location is at 1785 Wonderland Rd. N in London Ontario. If you’re ever in the area, we’d love if you stopped by. One of the many reasons we are local and the center of our community.
Our team shares a vision of humanizing financial planning in Exeter, Ontario. We aim to encourage women and couples to engage in open conversations about money, breaking the taboo surrounding this topic that affects everyone.
Why being a financial planner for women is our passion.
“Cheryl Campbell is my insurance adviser. She’s been instrumental in tax planning and retirement planning!
– Anonymous; Exeter, Ontario
“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 as well as the amazing, caring and passionate person she is.”
– Alfonso Salemi, Partner JAAG Properties, London Ontario
Let's master your money, together.
TAKE ACTION
Book a call with us to get complementary financial planning from Cheryl, our CEO and Financial Planner. No commitment required.
Fund your priorities.
5-Day Personal Finance Email 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.
