Kelley K.
Financial Expert, Author, Writer, Speaker, Coach, Radio Host
Professional Value
Kelley helps individuals transform their relationship with money through practical financial education. A former financial professional, author and radio host, she developed fun, practical guides to changing money mindsets at a fundamental level based on a decade of witnessing common money problems.
Executive Profile
As a former financial professional for over a decade, Kelley has witnessed first-hand the problems individuals have with money and has developed a number of fun and practical guides to making changes to our money mindsets at a fundamental level. Kelley discovered that whether someone had a billion in the bank or was a million in the hole, everyone has money problems!
Kelley is a regular, sought-after media guest, appearing on TV and radio around the globe, and has many regular columns and published articles. Recently, Kelley was invited to meet with Warner Brothers, CNBC, and auditioned for the position of host with HGTV and the W Network. Today, she is a regular contributor for CNBC and a bi-weekly columnist with CBC Radio Active.
Kelley understands first-hand what it means to be a woman in corporate North America today and how to overcome one's weaknesses and capitalise on female strengths. She has managed 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.
Kelley has been a successful investment professional, retirement planner, and speaker for over a decade. Lecturing to groups large and small, originally her presentations addressed hard-line financial issues such as investment, tax, financial, estate, and retirement planning.
In her books and courses, she teaches individuals and financial professionals how to solve money problems with a two-part system. First, an introspective look at how a person views money and their emotional attitudes towards it. Second, she takes readers and course participants through a series of fun and effective money and banking games that can be played for a lifetime of financial ease.
In addition to writing, Kelley now coaches and educates financial professionals on the principles of “foundational financial planning”. Kelley has received hundreds of thousands of dollars of free press coverage and has developed a workshop for financial professionals that teaches them the secrets of building credibility using the untapped resources of the press.
Kelley is a member of CIEPS (Canadian Initiative for Elder Planning Studies) and has recently been asked to join the faculty of the EPC (Elder Planning Counselor) program.
Kelley is a regular columnist with The Edmonton Sun, Canadian Money Saver Magazine, Orb Magazine, Alberta Husband and Wife Magazine, The Edmonton Chamber of Commerce News, was a daily guest on California 103 fm radio in Calgary, and is a regular guest on television and radio shows across Canada.
Kelley has been nominated for the Global Television’s Woman of Vision, the YWCA Woman of Distinction Award, and the Rodman’s Woman Entrepreneur of the Year Award, is a board member of the Edmonton Apartment Association, and dedicates countless hours of her time to charitable efforts.
Core Competencies
Finance, Financial Tools
Kelley is a financial expert with over a decade of experience.
She has developed practical guides to help individuals change their money mindsets.
Kelley is a regular columnist and has appeared on TV and radio shows globally.
Women In Business
Kelley empowers women to achieve financial independence.
She delivers lectures based on her books, helping women uncover hidden beliefs and behaviours that limit their financial success.
Kelley assists women in breaking old conditioned thoughts and beliefs.
Business Development
Kelley helps individuals develop their personal corporation.
She teaches how to structure personal and corporate policies for maximum success.
Kelley's expertise enables individuals to fast track their success and stay on top.