Kelley headshot

Topics

Women & Wealth

Designed for the financial industry in Canada and the U.S., Kelley provides the Top 10 Practical Tips for Engaging & Attracting More Female Clients. Women control almost 30% of global investible assets, yet research shows this segment remains under-served. In this session, Kelley addresses the unique needs of women (based on her decade plus research and several cross Canada and U.S. tours), the critical elements in a trusted relationship with a financial advisor and the importance of adapting your advice to her evolving needs.  You’ll learn practical tips and strategies that you can take back to your office immediately on how to maintain and build trust with female clients along with an overview of business development approaches tailored to this segment.

Create a S.A.F.E. financial life - Learn how to protect your family from identity theft and investment fraud

Financial crime isn’t a popular topic but it is something that victimizes a growing number of Canadians each year, many of whom are too embarrassed or ashamed to report it.  Even though it’s estimated that fraud costs Canadians more than $10 billion each year, the RCMP reports that an overwhelming nine in 10 Canadians who are victimized don’t speak to anyone about it.

Based on Kelley’s research for the Chartered Professional Accountants of Canada’s recent award-winning, financial literacy publication, Protecting You and Your Money; A Guide to Avoiding Identity Theft and Fraud, this presentation will help you to:

  • Protect yourself by preventing cyber-crime, identity theft and 5 other types of fraud,
  • Spot current investment scams so you and your family can avoid them,
  • Tips to protect your identity against growing data breeches,
  • Case studies and lessons from Bernie Madoff, Earl Jones and more!

Money-Smart Living

Based on her best-selling, award-winning book, A Canadian’s Guide to Money-Smart Living, Kelley outlines how to build a solid financial foundation with 3 key principles and 10 actionable wealth tips that one can put into practice and benefit from.

Discovering Your Prosperity Factor

Based on her books, The Woman’s Guide to Money and The Prosperity Factor, Kelley delivers an empowering lecture based on a fun, practical journey into the psychology of money. This presentation will assist you in uncovering hidden beliefs and behaviours that have been holding you back and limiting your full potential for financial success and wellbeing. Learn to break these old conditioned thoughts and beliefs for greater financial prosperity now!

Embracing Risk (for women)

It’s been said that everything you desire in life exists on the other side of fear.  Getting there – where you want to be in life, your career, with your family and more – takes risk.  And that can open you up to failure.  But without a leap of faith, you’ll keep getting what you’ve always had. Kelley takes you on an honest journey by helping you take a deep breath and welcome more strategic risk into your personal and professional life.  She will equip you with tangible tools and takeaways for managing the failures that come with stretching yourself.  Get out of your comfort zone and discover who you can become if you face fear head-on and embrace your best self with courage and confidence.

You Inc. - Nurturing Your Million Dollar Investment

Whether you’re an employee or self-employed, thinking of yourself as a corporation is essential. Large corporations spend years and thousands of dollars developing their corporate policies. What are yours? Learn why and how to structure your personal and corporate policies for maximum success and balance. Learn how shifting your perception to being the President and CEO of your personal corporation will fast track your career and keep you on top!

 

Kelley Keehn

Personal Finance Educator | Financial Literacy Advocate | Best-selling author | Media Personality

Kelley’s mission is for you to Feel Good About Money!

She’s a media personality, a best-selling, award-winning author of nine books and the consumer advocate for the Financial Planning Standards Council.

During the decade plus she spent as a financial professional, Kelley discovered that whether someone has a billion in the bank or is a million in the hole, everyone has money problems! While working in the banking and financial industry, she witnessed how emotions can reinforce the problems that individuals have with money. Kelley has developed a number of fun and practical guides to uncover and change people’s money mindsets at a fundamental level.

Kelley understands first-hand what it means to be a woman in corporate North America today; her 2008 title She Inc. teaches women to overcome their obstacles and capitalize on female strengths. She oversaw hundreds of millions of dollars for one of Canada’s most international banks, endured the trials and successes of opening her own business, and is a sought-after speaker and educator for many successful corporations.

Background

Kelley is a popular media guest, appearing on TV and radio around the globe, and has written many columns and published articles. She has been a regular contributor for CNBC (New York), a nationally syndicated columnist with CBC radio, the host of W Network's Burn My Mortgage, and a weekly columnist for the Globe and Mail and AOL's WalletPop Canada. She’s a personal finance expert for The Marilyn Denis Show and has been quoted in O, The Oprah Magazine.

Her last book, A Canadian's Guide to Money-Smart Living, was released in February of 2013 and published by the Canadian Institute of Chartered Accountants.  The book went on to win an Excellence In Financial Literacy Education award, granted by The Institute for Financial Literacy, this past April.  Her newest book, Protecting You and Your Money; A Guide to Avoiding Identity Theft and Fraud, was published by the Chartered Professional Accountants of Canada and launched on Parliament Hill, March 25th, 2014.

Kelley served as a member of the National Steering Committee for Financial Literacy and is proud to have been named as a member on the OECD’s International Network on Financial Education (INFE).

Topics

Women & Wealth

Designed for the financial industry in Canada and the U.S., Kelley provides the Top 10 Practical Tips for Engaging & Attracting More Female Clients. Women control almost 30% of global investible assets, yet research shows this segment remains under-served. In this session, Kelley addresses the unique needs of women (based on her decade plus research and several cross Canada and U.S. tours), the critical elements in a trusted relationship with a financial advisor and the importance of adapting your advice to her evolving needs.  You’ll learn practical tips and strategies that you can take back to your office immediately on how to maintain and build trust with female clients along with an overview of business development approaches tailored to this segment.

Create a S.A.F.E. financial life - Learn how to protect your family from identity theft and investment fraud

Financial crime isn’t a popular topic but it is something that victimizes a growing number of Canadians each year, many of whom are too embarrassed or ashamed to report it.  Even though it’s estimated that fraud costs Canadians more than $10 billion each year, the RCMP reports that an overwhelming nine in 10 Canadians who are victimized don’t speak to anyone about it.

Based on Kelley’s research for the Chartered Professional Accountants of Canada’s recent award-winning, financial literacy publication, Protecting You and Your Money; A Guide to Avoiding Identity Theft and Fraud, this presentation will help you to:

  • Protect yourself by preventing cyber-crime, identity theft and 5 other types of fraud,
  • Spot current investment scams so you and your family can avoid them,
  • Tips to protect your identity against growing data breeches,
  • Case studies and lessons from Bernie Madoff, Earl Jones and more!

Money-Smart Living

Based on her best-selling, award-winning book, A Canadian’s Guide to Money-Smart Living, Kelley outlines how to build a solid financial foundation with 3 key principles and 10 actionable wealth tips that one can put into practice and benefit from.

Discovering Your Prosperity Factor

Based on her books, The Woman’s Guide to Money and The Prosperity Factor, Kelley delivers an empowering lecture based on a fun, practical journey into the psychology of money. This presentation will assist you in uncovering hidden beliefs and behaviours that have been holding you back and limiting your full potential for financial success and wellbeing. Learn to break these old conditioned thoughts and beliefs for greater financial prosperity now!

Embracing Risk (for women)

It’s been said that everything you desire in life exists on the other side of fear.  Getting there – where you want to be in life, your career, with your family and more – takes risk.  And that can open you up to failure.  But without a leap of faith, you’ll keep getting what you’ve always had. Kelley takes you on an honest journey by helping you take a deep breath and welcome more strategic risk into your personal and professional life.  She will equip you with tangible tools and takeaways for managing the failures that come with stretching yourself.  Get out of your comfort zone and discover who you can become if you face fear head-on and embrace your best self with courage and confidence.

You Inc. - Nurturing Your Million Dollar Investment

Whether you’re an employee or self-employed, thinking of yourself as a corporation is essential. Large corporations spend years and thousands of dollars developing their corporate policies. What are yours? Learn why and how to structure your personal and corporate policies for maximum success and balance. Learn how shifting your perception to being the President and CEO of your personal corporation will fast track your career and keep you on top!

 

Video

Testimonial

Thank you so much for all your help in getting Kelley here to speak for our Network. It was a smashing success and Kelley was mesmerizing. She captured the audience for over an hour (they didn’t want her to get off the stage), and really gave such a dynamic and robust presentation. Kelley has truly made an impact on this group – so thank you so much for working with me and helping to make this happen.

— Kristine Leadbetter, DeGroote School of Business, McMaster University

Links

Build Your Money Confidence – Financial Planning Standards Council

Women & Financial Planners – Financial Planning Standards Council

How Do You Stack Up Against The Average Canadian’s Spending Habits? – The Marilyn Denis Show

The Changing Face of Wealth – Women! With Larry Berman – Business News Network

Couples & Money – Kelley 6 Step Conversation Starter – CTV Calgary