Welcome to Campbell Financial Advisors

 

Campbell Financial Advisors is an independent private wealth and estate planning firm, located in Port Hope serving successful clients in Whitby, Oshawa and Port Hope areas.

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.

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 40 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 $350,000 of investable family assets.

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