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Toll Free: 1-888-326-7777
4954 Richard Rd. SW
Portfolio Manager, Senior Vice President, Managing Director
Tel: (403) 296-9085
Fax (403) 296-2799
|Alison Keene CIM, FCSI, PFP
"Life is fast paced and our industry is fast paced; that's why it's important to manage what matters. We only work with clients who are as passionate about life as we are”.
Alison Keene thrives on change. “Over the last 30 years the only constant I’ve experienced in my business is change”. From market and investment direction to lifestyles and life strategies, she enjoys thinking about and anticipating new trends and turning it into a successful opportunity.
As a veteran of the financial services industry for 36 years, Alison has garnered respect and expertise in a wide range of venues; from working at the Alberta Stock Exchange, trading equities as a floor attorney, a management member of a boutique brokerage firm and working as an investment advisor for a national firm, to taking on several levels of vice presidency and eventually accepting the position of Managing Director with BMO Nesbitt Burns. While managing the Calgary WestMount Branch for 15 years she was also responsible for all of the compliance and business operations for the Nesbitt Burns Alberta Provincial operations all the while providing advisory services to high net worth clients. This gives her the distinct advantage of maintaining a trusted edge on markets and industries across the province and across the globe. In January Alison will celebrate her 27th anniversary with BMO Nesbitt Burns.
Discerning, quick-witted and confident, Alison puts her unrelenting energy and ideas to precious use. Surviving cancer at the age of 30, she believes she was given an opportunity to make a difference in her profession particularly working with clients. She brings stoic philosophy, a love of sports and a passionate work ethic to her daily routine, which not only inspires her team but also encourages clients to seek a greater meaning and value in their investment desires.
"It's not just about the money; it's about defining who you are, what you want to accomplish, and how to use the right financial resources to get there,' she says. 'My job is to help clients identify the risks they're willing to take. Then we design common sense approaches and realistic strategies that will work to their advantage."
As the senior member leading a wealth advisory team with 6 members, she seeks new opportunities for growth, practice management and direction for over 300 high-performance clients. To complement her strengths, she has strategically hand-picked a team of high-intensity 'partners', empowering them to set a new benchmark in distinct, all-encompassing service and research.
As a discretionary Portfolio Manager, Alison also holds the Certified Investment Management designation (CIM), is a Fellow of the Canadian Securities Institute (FCSI), and completed academic qualifications for the Wealth Advisor title. In 2010 Alison completed the Advanced Leadership Program with the Rotman School of Management and BMO Financial Group. She is able to offer clients options trading and an Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.