Quick Facts

  • Former Financial Professional:  12 years (was in the industry from 1994 - 2006)
  • Sold her practice:  June 2005 (was an investment manager for one of Canada's most international banks and a financial advisor before opening her own wealth management firm in 2000).
  • Financial literacy advocate: from 2005 - present, Kelley has been on a mission to Make Canadians Feel Good About Money, serves on the National Steering Committee on Financial Literacy and is a consumer advocate for the Financial Planning Standards Council.
  • W Network Host: Burn My Mortgage, financial host. Aired in the winter of 2010/2011 - 13 episodes.
  • CTV’s Marilyn Denis Show personal finance expert since 2012.
  • Books written:  9
    • Protecting You and Your Money; A Guide to Avoiding Identity Theft and Fraud - March 2014
    • A Canadian's Guide to Money Smart Living - January 2013
    • THE Money Book- May 2011
    • She Inc(US Edition) - May 2009
    • She Inc. - November 2008
    • The Prosperity Factor for Kids (US Edition) - January 2008
    • The Prosperity Factor for Canadian Kids - April 2007
    • The Woman's Guide to Money - March 2006
    • The Prosperity Factor for Women - March 2005
    • Mutual Fundamentals II - not yet published
  • Books published:  8
  • Columns/ articles published:  95 + and counting
  • Regular features:
    • Marilyn Denis Show
    • CPA Canada Magazine
    • CJAD Radio Montreal
    • Host, Burn My Mortgage on the W Network
    • Globe & Mail - weekly Tuesday contributor for Cash Clash
    • AOL's WalletPop Canada - weekly contributor
    • CBC Radio Active
  • Speaker for sixteen years lecturing to thousands of women, CIEPS students & financial professionals
  • Lecturer and faculty of CIEPS (the Canadian Initiative of Elder Planning Studies)
  • Elder Planning Counselor (EPC)
  • Favourite cities: Toronto, Washington and Paris (other than home town Edmonton)
  • Age: 41
  • Awarded the TIAW (The International Alliance for Women) World of Difference 100 Awards in October of 2009
  • Awarded the Excellence in Financial Literacy Education award, granted by The Institute for Financial Literacy in April 2013 for The Canadian's Guide to Money-Smart Living and again in April 2014 for Protecting You and Your Money: A Guide to Avoiding Identity Theft & Fraud
  • Nominated for the Global of Woman of Vision award, Rotman’s Woman Entrepreneur of the Year award & the YWCA’s Woman of Distinction award
  • Business woman
  • Corporate trainer
  • Entrepreneur
  • Spokesperson PayPal Canada 2009, Costco AMEX True Rewards Card
  • Media:  interviewed by hundreds of radio & TV shows and featured in hundreds of newspapers and magazines. Recently, Kelley was invited to meet with Warner Brothers, CNBC, and auditioned for the position of host with HGTV and the W Network.  Quoted in Oprah's O Magazine in 2009.
  • Past features:  CNBC (New York) regular contributor, CBC Radio Active (weekly), Alberta Primetime regular contributor - The Monday Money Panel, CBC Radio - Nationally Syndicated Weekly Financial Columnist, CTV (monthly segment), Sun Media (columnist), Forever Young (columnist) , Canadian Money Saver Magazine (regular contributor), Orb Magazine (COIN columnist), The Globe and Mail’s, Cash Clash columnist and more.