Welcome to Campbell Financial Advisors
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).
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 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).
Steve lives in Whitby. His son Jason, 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.