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Alison Keene profile image

Alison Keene

President at KeeneSense
Intro Book
Seasoned wealth management expert with 30+ years of experience in portfolio management and financial planning.
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Location
Calgary, Alberta, Canada, CA
Languages
  • English Full professional proficiency
Skills
  • Wealth Management
  • Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Options Strategies
  • Show all
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Bio

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Alison Keene is a seasoned wealth management professional with 30+ years of experience in portfolio management, financial planning, and risk management. She has held senior management roles at BMO Nesbitt Burns and Scotia Wealth Management Ltd., and has worked as an investment advisor at Canaccord Genuity Group Inc. and Walwyn Stodgell Cochran Murray Ltd. Alison is a Fellow of the Canadian Securities Institute (FCSI) and has completed various advanced leadership and professional development courses.

Credentials

  • Advanced Leadership Program
    Rotman School of Management, University of Toronto
    Jan, 2010
    - Jun, 2026
  • FCSI
    Canadian Securities Institute (CSI)
    Jun, 2000
    - Jun, 2026
  • Fellow of CSI (FCSI)
    Canadian Securities Institute (CSI)
    Jan, 2000
    - Jun, 2026
  • Canadian Investment Manager
    Canadian Securities Institute (CSI)
    Jun, 1999
    - Jun, 2026
  • Professional Financial Planning Course
    Canadian Securities Institute (CSI)
    Feb, 1999
    - Jun, 2026
  • The Canadian Branch Managers Qualifing Examination
    Canadian Securities Institute (CSI)
    Jan, 1998
    - Jun, 2026
  • Partners, Directors and Senior Officers Qualifing Exam
    Canadian Securities Institute (CSI)
    Jan, 1994
    - Jun, 2026
  • Futures Licensing Course (FLC)
    Canadian Securities Institute (CSI)
    Mar, 1985
    - Jun, 2026
  • Options Licensing Course (OLC)
    Canadian Securities Institute (CSI)
    Mar, 1985
    - Jun, 2026
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Jun, 1982
    - Jun, 2026

Experience

  • KeeneSense
    • 304, 11 Burma Star Road SW
    • President
      • Apr 2019 - Present
      • 304, 11 Burma Star Road SW

      Current work in progress is a business book for women and complimentary blog

  • BMO Nesbitt Burns
    • Portfolio Manager; Senior Vice President Managing Director
      • Jan 1989 - Apr 2019

      A fulfilling 30 year career with BMO Nesbiit Burns as a Portfolio Manager in addition to holding senior management roles for many years. I enjoyed leading a successful seven member providing long time clients with a full wealth management offering.

  • SCOTIA WEALTH MANAGEMENT LTD.
    • Calgary, Canada Area
    • Investment Advisor
      • Jan 1985 - Jan 1989
      • Calgary, Canada Area

      Began my investment advisor role with (formerly known as McLeod Yong Weir) Started an advisory practice by cold calling and conducting seminars. During those years at McLeod I was on the radio twice daily providing CBC radio with their morning and afternoon stock market & commodity pricing...

  • Canaccord Genuity Group Inc.
    • Calgary, Canada Area
    • Assistant Manager
      • Mar 1982 - Dec 1984
      • Calgary, Canada Area

      Assisted the Branch Manager, in the start up of a new franchise in Calgary (then known as Canarim Investments). Responsible for all office functionality as well as the trading department; identifying challenges and effecting resolutions as required. In this role, I coordinated a licensing, regu...

  • Walwyn Stodgell Cochran Murray Ltd
    • Calgary, Canada Area
    • Floor/ Desk Trader
      • Mar 1981 - Mar 1982
      • Calgary, Canada Area

      In the role of floor attorney; trader on the Alberta Stock Exchange Floor & on the office trading desk when required. Was the only female and the youngest trader working on the floor. Managed and traded for a "pro" account for the branch.

  • Alberta Stock Exchange
    • Exchange Building, Calgary Alberta
    • Operations Supervisor
      • Sep 1979 - Mar 1981
      • Exchange Building, Calgary Alberta

      Originally I was hired to mark boards on the floor of the ASE, quickly promoted to floor supervisor. Responsible for all trade reporting at end of session as well as providing reports for print media. Worked assisting a floor trader, processing all trades and reporting for Jitney house: WD Latimer

Education

  • 1983 - 1985
    University of Calgary
  • 1979 - 1980
    University of Waterloo

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