Kalee Boisvert has been in the financial industry for over 15 years, but her love of money started very young. Growing up in a single parent household, she watched her mom struggle with finances and wished there was something she could do to help. Around this time, she realized she needed to find her own way to save and earn if she wasn’t going to allow her circumstances to define her. And so, her own journey to financial literacy began.
Today, as a single mom and financially independent woman, Kalee is called to support women in their financial lives. Early on she had decided that no woman should ever feel anxious about having enough money to support themselves, their family, or their future. She felt the pull toward a career that would allow her to pursue this deeply personal goal to advocate for women and their money, which led her on the path to becoming a financial advisor. Being an advisor allows her to work directly with women to empower and support them and help put an end to any money-related stress and doubts.
Kalee continues to create initiatives to grow a community that brings together financially independent women that are stepping into their worth as serious earners and smart investors. Knowing that talking about money and investment topics can be intimidating and overwhelming for women, five years ago she started women-only events to offer a safe and comfortable space for women. She continues to host these ongoing events on various wealth topics on a monthly basis that attract over 1000 women per year.
Kalee is also the creator and host of The Wealth and Wellness podcast – which brings together the important link between our net-worth and self-worth, and has seen downloads increase by 30% per month. As a strong proponent of financial literacy she writes articles on financial topics and has been published in Calgary’s Child magazine with her article called ‘Raising Money Savvy Children’. And appeared on the Global Morning show in Calgary to discuss ways to teach your children about money.
Kalee has spoken on various panels including the Divorce Symposium and Women in ETF’s about investing and money topics. She has also been requested to speak for a variety of organizations and groups including the Young Women Lawyers Association, Articling Students Association, Young Women in Business, and Women in Energy on topics such as “Women Building Wealth”, “Investing for Success”, and “Money Mindset”. She is the sessional instructor teaching the ‘Investing 101’ course with the Alberta Securities Commission. And was recognized by Wealth Professionals as one of the 20 Rising Stars in Canada in 2020, and was the gold winner of the Young Achiever of the Year award.
To further her efforts supporting financial literacy, Kalee has two books being released in 2023 – a children’s picture book called MoneyWise Mabel’s Bursting Bank, and a non-fiction book called Make Money Your Thing! Which aims to build confidence and empower people in their financial lives.
