The Campbell Financial Advisors Advantage

Campbell Financial Advisors is an independent private wealth and estate planning firm, located in Whitby/Brooklin serving successful clients in the Durham Region (Ajax, Pickering, Whitby, Oshawa, Clarington, Bowmanville).

As a professional and caring, independent financial advisor, Steve will help guide you through potential decisions via knowledgeable, unbiased, results-based strategies for Personal Financial Planning and Business Financial Planning.

Let’s Talk About Retiring Well by Campbell Financial Advisors (Video)

Steve Campbell CFP, CLU

Steve Campbell CLU®, CH.F.C.®

Steve Campbell is a Chartered Financial Consultant (CH.F.C.®) and Chartered Life Underwriter® (CLU®), with over 37 years of knowledge, serving clients Retirement Income Planning, Estate Planning and Investment Management needs.

Our investment planning process is based on client’s having a minimum of $150,000 of investable family assets.

Steve is a member of Advocis (The Financial Advisors’ Association of Canada).

Steve and his wife Christine live in Whitby. Their son Jason, his wife Kam and 2 wonderful grandchildren Jayna and Tristan also reside in Whitby. Steve is active in the community serving on a number of committees and boards. Steve is also a National Judo Referee.