Your Financial Team
We're dedicated to providing the help you need to improve your financial well-being.
Get to know our team and colleagues, who can help you get organized in all aspects of life.
CC&Associates Team
Cheryl Campbell
Founder & Certified Financial Planner® at Investia Financial Services Inc
Mackenzie Campbell
Life Insurance Advisor
Karen Howard
Executive Assistant
Support Services
Katie Wright
Business & Retirement Coach
Jaclyn Blacklock
Mortgage Agent
We're a family business and financial services firm that helps women and families in Ontario who want to get their finances to get the lifestyle they desire and deserve.
What makes us unique is that we look at your holistic financial picture—developing custom financial plans, investment strategies, and insurance packages that meet your current goals and can grow with you.