Besides a Balanced Portfolio, Investment Advisor Jamie Keenan Advises We Even Out Our Career Goals By Having A Personal Life

Find a firm that shares your core values, says investment advisor Jamie Keenan, and the sky’s the limit

By: Jamie Keenan

Investment advisor Jamie Keenan joined BMO Nesbitt Burns in May 2007 as an expert in personal financial and investment management. Since then she has found that role to be a perfect fit, one that allows her to fulfill her own career goals while helping others realize their investment  objectives.

Having previously worked at BMO Financial as assistant manager of corporate sponsorships and strategic marketing alliances, Keenan’s marketing background brought a fresh approach to client service and investment strategy.

In addition to her active family life, she is also involved in fundraising initiatives for Developing World Connections, and is an active member of Verity Women’s Club. She spoke to Carolyn Lawrence  about corporate values and time management – and to never lose touch with family, friends and fitness.

WHAT ARE YOU TRYING TO ACCOMPLISH IN WORK AND LIFE? WHAT’S THE DREAM?

“I think there is a new generation of young women in Canada who know that as long as you have the determination, work ethic and education, you  can accomplish anything. We have high expectations for our careers and personal lives.

“My career as an Investment Advisor is helping me realize that dream. I always look for adventure and challenge in what I do. I want to continue building a business that allows me to help others become more confident about their investments and life goals. I especially want my female clients to feel confident and energized when it comes to  investing. I appreciate the fact that my firm also has these core values.”

HOW ARE YOU GOING AFTER THOSE GOALS?

“I have a demanding job so I have tricks that keep me grounded and allow me to reach my goals. On weekends, I decompress and I allow my mind to wander. I change from high heels to running shoes and enjoy my neighbourhood, friends and family.

“In our industry you are constantly being challenged to manage time effectively. Balancing between client meetings, e-mails and phone discussions is difficult, especially while keeping up to date with daily market movements. I really do love the fast-paced environment of my job however I need the adventure in my personal life to  even out the equation.

“Spending time with my husband doing the fun things we enjoy allows me to detach from the office and relax. That time  together helps me to be more focused and prepared to grow my business.”

ANY MORE EXAMPLES OF HOW YOU “DETACH”?

“Spinning class on Saturday morning: I absolutely love this one spin teacher at the Liberty village Goodlife. She is such a positive and motivating person. Anyone who can make me smile at 9:30am on a Saturday morning has a true gift.

“And skiing, too. We have a fabulous group of friends up  in Collingwood. We head up north to ski most weekends in the winter months. Skiing in Ontario doesn’t compare to Western Canada, but après ski at our club rivals any club in this country.”

IS THIS BALANCED? HOW DO YOU BALANCE THESE GOALS?

“I believe there is no set formula for balancing work and home life. ‘Perfect balance’ varies from person to person. I do think it’s important to work  for a company that aligns with your personal values and supports work-life balance.

“For me…the ‘Triple F Factor’ is an important part of my  personal balance. Family, friends and fitness support me in my work goals. I make sure to satisfy this area of my life so I’m able to work hard and be successful in my career.

“One of the greatest benefits of being an Investment Advisor is that I sometimes have the flexibility to schedule my  work around important life events or work from home when I am unable to make it into the office. I meet with a lot of clients so having flexibility in  my schedule is really important.”

WHAT DO YOU RECOMMEND TO YOUNG AMBITIOUS WOMEN ON HOW TO ACHIEVE THEIR GOALS IN WORK AND LIFE?

“Be honest with yourself. Recognize and understand what truly makes you happy. Set your sights high and be thankful for those who paved the way for our generation. Step outside of your comfort zone – be a risk taker.

“I believe you will live a more fulfilling life if you do one thing a day that  scares you. Maybe it’s trying that jump on the ski hill you’ve been avoiding all season or sending an e-mail to an executive that you have been dying to take out for lunch.

“The workplace is full of inspiring people, many of whom would be happy to assist you in reaching your career goals. I am fortunate to be in an environment that is supportive and offers mentorship and coaching. Never be afraid to ask for the advice of others.”

Jamie Keenan, Investment Advisor, Financial Planner and Insurance Advisor for The Kelly Investment Group – BMO Nesbitt Burns