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Each week on “I’m a Millionaire, So Now What?”, Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities, delivers inspirational stories and practical advice to self-made millionaires and wealthy families. With a focus on financial planning and wealth management strategies, Colleen and her guests cover the critical issues that truly matter to you, including succession strategies, family business governance tips, how to cope with fundraiser fatigue, finding your purpose after losing your family business, and much more.

Apr 30, 2019

 

Nargis Schutte is a Private Banker for RBC Wealth Management, a company that serves the needs of individuals with high net worth. She helps professionals and their families situated within the Ontario North East region and brings 30 years of experience in the financial services industry. Before taking on the position...


Apr 23, 2019

 

Preet Banerjee is a financial consultant and the host of the Mostly Money Podcast, where he shares financial advice in a relaxed setting. He is an author, columnist, and speaker on the topic of finance, appearing in publications such as The Globe and Mail. He was named as one of Canada’s Top 10...


Apr 16, 2019

Demi McGoldrick is the Associate Lawyer for wills and estate planning at Brazeau Seller Law. Demi obtained her education in the UK, where she gained experience working for personal injury and corporate law firms. She moved to Ontario in 2018, when she acquired the Bar Admission from The Law Society of Upper Canada. In...


Apr 9, 2019

 

Demi McGoldrick is the Associate Lawyer for the trust and estate planning company, Brazeau Seller Law. Demi’s expertise is helping families plan for passing on their estate, which includes drafting a will and setting up powers of attorney. Demi has worked for notable firms such as Scotiabank. Her educational merits...


Apr 1, 2019

 

Demi McGoldrick is an Associate Lawyer for Brazeau Seller Law, a firm that specializes in estate and trust planning. She helps create estate planning solutions for clients and their families, drafts wills and powers of attorney and assists executors with estate administration. Demi obtained a Bachelor of Law Degree...