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Edmonton
10180-101 Street,
Suites 1700 & 1800
Edmonton, Alberta
T5J 3S4
Map Link
Tel: (780) 429-8900
Toll Free: +1 (800) 232-7296
Fax: (780) 429-8999

Campbell Financial Advisory Group

Tel: (780) 429-8955
Toll Free: (800) 232-7296
Fax: (780) 429-8999
rolanda.campbell@cibc.ca

Rolanda Campbell

Titles & Designations

  • Vice-President
  • Investment Advisor
  • Portfolio Manager
  • Bachelor of Arts
  • Chartered Investment Manager

Languages Spoken

  • English

Specialties

  • Common Stocks
  • Preferred Shares
  • Mutual Funds
  • Corporate Bonds
  • Government Bonds
  • Guaranteed Investment Certificates (GICs)
  • Insurance
  • Registered Retirement Savings Plans (RRSPs)
  • Registered Retirement Income Funds (RRIFs)
  • Fee-based Accounts

Licensed In

  • Alberta
  • British Columbia
  • United States
  • Manitoba
  • Ontario
  • Northwest Territories
  • Saskatchewan
  • New Brunswick

  • Home
  • Our Team
  • Products & Services
  • AMA Program
  • Estate & Financial Planning
  • Women & Investing
  • Existing Clients
  • Prospective Clients
  • Market

Welcome!

Value Proposition

I care about my clients and I am passionate about helping you achieve your financial goals. I will provide you with a clear, prudent financial blueprint that will help you plan your finances both now and in the future, while aligning to your personal values and goals. Creating a comprehensive, holistic financial plan will help you build, preserve and transition your wealth according to your priorities.

You can enjoy peace of mind knowing your investments are being professionally managed to optimize capital preservation and portfolio growth.

Investment Philosophy

As a team, we start by fully understanding our client's financial situation and align them to the most appropriate investment portfolio solution to ensure our client's objectives are achieved.

Our job is to engineer portfolios to meet each client's individual objectives. We use a Total Return approach that combines principle, capital gains and dividends to meet client needs. This strategy focuses on momentum growth investing to manage the risk and return characteristics in each portfolio. We actively look for trends in the underlying investments in our portfolios to identify when there is exposure to additional risk or opportunity for better returns.

The benefit of our investment philosophy is to remove the emotions from your investment management decisions by providing expert advice, allowing more time to focus on your personal wealth plan and financial goals.

Products And Services

  • Financial planning services through our specialist 
  • Retirement planning
  • Estate planning services through our specialist
  • Corporate Accounts & Family Trusts

  • Discretionary portfolio management
  • Insurance services
  • Recommended Tax Strategies
  • Business Succession Planning




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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.