O’Connell-Campbell Wealth Management at RBC Dominion Securities Inc.

O’Connell-Campbell Wealth Management at RBC Dominion Securities Inc. Colleen O'Connell-Campbell, Wealth Advisor -- strategies to spend, save, and share your wealth.

06/09/2026

🎙️ Fun, Frank Advice from Markian Pergat: "Start before you're ready. As soon as someone hears the word 'exit', they assume it is something that happens later - when they are old, when they want to retire. But exit prep is synonymous with business building. It is what you are doing from day one. You are making your business better and better, and that is exit prep already. Even if you decide not to sell, going through the process might make you fall in love with your business again. And that is a huge win."

Markian Pergat was sleeping five hours a night, doing all the sales, all the production, all the emails. He drove to a broker and said he wanted to sell. The broker told him the business was essentially worthless because it was entirely him.

That wake-up call launched a four-year transformation. He systematically removed himself from every role, built systems that replaced his presence, and created a business that now runs with minimal involvement.

The irony? Once it became sellable, he no longer wanted to sell.

80% of small businesses never change hands. The owners just close the doors. Exit preparation is not something you do at the end. It is the business building you should be doing from the start.

🎧 Listen to Episode 348 of The Cash Rich Exit Podcast:

https://apple.co/4xelJbv

https://bit.ly/4evP1uG

Markian Pergat works with businesses with revenue
06/08/2026

Markian Pergat works with businesses with revenue

If I had to summarize the philosophy behind "Tune Out the Noise" in a few lines, it would be this:- Markets already refl...
06/08/2026

If I had to summarize the philosophy behind "Tune Out the Noise" in a few lines, it would be this:

- Markets already reflect a lot of information and expectations.
- Decades of data can help identify reliable drivers of returns.
- A diversified, systematically managed portfolio can harness those drivers without constant tinkering.

It’s not about predicting the future.
It’s about building something robust enough to support real lives over real time.

🎬 Learn more about the film:
https://bit.ly/4ulgBQ4

If that kind of quiet, disciplined approach appeals to you, let’s talk about how it could be applied to your situation.



https://bit.ly/4unGlve

Academy Award-winning filmmaker Errol Morris (The Fog of War, The T...

 Weekend walks.And Curly locks.Uhmm. There was something familiar about the rhythm of these two lines…One step after ano...
06/08/2026



Weekend walks.
And Curly locks.

Uhmm. There was something familiar about the rhythm of these two lines…

One step after another, I kept repeating the lines until it hit me.

An old nursery rhyme from childhood:

Mairzy doats and dozy doats and liddle lamzy divey
A kiddley divey too, wouldn’t you?

And then the rest of the poem emerged:

Weekend walks.
And Curly locks.
Letting go of pressure.
Life is not a test.
Take a rest.

Funny how a walk can unlock a memory.
And a memory can unlock a thought.

What unexpected thought has found you lately when you slowed down enough to listen?

Most business owners know exactly why they don't exit.They don't do the preparation.And they postpone it forever because...
06/08/2026

Most business owners know exactly why they don't exit.

They don't do the preparation.

And they postpone it forever because they think it's an event. Something that happens the day you sign papers.

It's not. It's a process. A journey.

Markian took four years. But here's what I think: he was actually building a better business while he was doing it. Not just preparing to sell.

The preparation made him fall back in love with it.

What if the process of making your business sellable is actually what makes it worth staying in?

Book a Wealth Gap Analysis. Let's see what that could look like for you.

🎧 Listen here:
https://apple.co/4ogqMUG

https://bit.ly/4ocnEZQ



📺Watch here:
https://bit.ly/3PRql6x

Matt Harrison, Horizon Advisors, made this point clearly.Tax planning isn’t something you do “when you’re ready to sell....
06/06/2026

Matt Harrison, Horizon Advisors, made this point clearly.

Tax planning isn’t something you do “when you’re ready to sell.”

It happens years before.
Or it doesn’t happen at all.

The Self Made Nation — this is one of those decisions
that compounds quietly.

Have you given yourself enough runway?

🎧 Listen EP 346
https://apple.co/4uOFQLy
https://bit.ly/4aexgxm

📺 Watch on YouTube: https://bit.ly/4uViOTu

You are invited!CEO/Founder/Co-Founder/Business OwnersIf you're thinking about selling your business in the next 5 to 10...
06/05/2026

You are invited!

CEO/Founder/Co-Founder/Business Owners

If you're thinking about selling your business in the next 5 to 10 years, let's make sure your strategy is as solid as it can be.

I'm offering a complimentary one-on-one wealth gap analysis, a crucial step for anyone planning a future-proof exit. This analysis could be the key to unlocking the full potential of your exit strategy.

Reach out to me on LinkedIn or send me an email. Together, we'll dive deep into your unique situation and lay out a plan that bridges your wealth gaps and sets you up for the CASH-RICH EXIT you have earned.

Remember, the best time to start planning is now!

Are You Building Optionality—or Just Waiting for “Someday”?  to EP 326 with Dr. Lindy Ledohowski, VP at RBCx, on how pre...
06/04/2026

Are You Building Optionality—or Just Waiting for “Someday”?

to EP 326 with Dr. Lindy Ledohowski, VP at RBCx, on how preparation equals freedom when selling.
💥 Exit planning isn’t about leaving—it’s about taking control of your future.
📌 Prepare for any scenario.
📌 Create a roadmap for freedom.
📌 Turn your business success into personal wealth.

Book your 1:1 Wealth Gap Analysis today.



📺 Watch here:
https://bit.ly/4a8J9VC

🎧 Listen here:

https://apple.co/4o45MjG

https://bit.ly/4uQPMEr

In this candid and energizing episode (recorded April 2025 and aire...

Even if you decide not to sell, going through this process will make you fall back in love with your business.That's wha...
06/03/2026

Even if you decide not to sell, going through this process will make you fall back in love with your business.

That's what happened to Markian.

Once it was sellable, he didn't want to sell. He'd fallen back in love with it.

Sometimes the preparation itself is the reward. You audit your business. You see what's working. You see what's not. You build systems. You create space. Suddenly it's not a burden anymore. It's an asset.

You might never sell. But you'll have options. Freedom. Peace of mind.

Progress over perfection. But also: progress over paralysis.

Have you ever wondered what your business could be if you actually gave yourself permission to build it differently?

Leave a 5-star rating and review of The Cash-Rich Exit Podcast. Help other founders find us.

🎧 Listen here:
https://apple.co/4dJzGGA

https://bit.ly/4xeAJGj

Address

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Ottawa, ON
K1S5N4

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