Eileen Kelly

03/06/2026

With everything happening between the U.S. and Iran, it's natural for these headlines to raise concern. But I've been asking a simpler question: What can we actually control today?

A lesson from the golf course that still guides me today is: success comes from a plan, not a reaction.

Which is why we start with your story: what drives you, who's important to you, and where you want to go. For families with multiple income sources, we address tax planning upfront. Then we execute with preparation and discipline, so each decision sets up the next one.

We can't control global events. We can control preparation, process, and perspective.

Watch my new episode of "Lens on Financial Wealth: Position today. Score tomorrow"

❓What step toward your financial goals can you take today?

📩 Book a meeting: https://lnkd.in/gYZGh5a4
🌐Visit our website: https://lnkd.in/gdxsRr-8



https://vimeo.com/1168928891?share=copy&fl=sv&fe=ci

In this episode, former professional golfer turned wealth advisor Eileen Kelly takes to the golf course to explain why long‑term success isn’t about reacting…

11/21/2025

The most powerful investment? Knowledge.

November is Financial Literacy Month. Financial literacy isn't just about numbers, it's about confidence, resilience, and clarity across every generation.

This year's theme, Talk Money, encourages families to have open, honest conversations about personal finances. These conversations matter, whether it's parents talking to kids, grandparents sharing wisdom, or families planning together for the future.

At Aspira Wealth, we believe these conversations spark understanding and build stronger financial futures.

👉 What's one financial lesson you wish you learned earlier, or want to share with the next generation?

Let's use this month to start the conversations that matter most. If you're not sure where to begin, we're here to help.

🔗 aspirawealth.com

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02/27/2025

It's heartbreaking to see the financial toll on individuals like this elderly man who lost $750k due to DIY investing. While the DIY approach works for many things, investing shouldn't be one of them. When I ask people if their car breaks down, do they try to DIY the repair? More often than not, it is a no. However, with finances and people's life savings, people take a DIY approach to save money and expose themselves to scams and people hacking their direct investing accounts. I cannot emphasize enough, it is crucial to work with a trusted financial professional. Don't let a DIY approach put your life savings at risk—seek professional guidance.

While looking for a better interest rate on his GICs, an Oakville man was fooled by a “look-alike” website. Pat Foran reports for Consumer Alert.

12/18/2024

Year 2 in the books! 🎉

When I started this women-in-business group, my goal was simple: to connect with like-minded, career-driven women who uplift and inspire one another. Two years later, I’m so proud of what we’ve built together!

Our final meeting of the year was hosted by the amazing Gillian from Elevation Counselling, who led us in a meaningful wellness activity. One exercise stood out in particular: writing a thank-you note to ourselves. 💌

How often do we take the time to acknowledge our own hard work and perseverance? We’re so quick to celebrate others but often forget to celebrate ourselves. This exercise reminded me of the importance of pausing, reflecting, and showing gratitude for the way we show up every day.

Have you ever tried writing yourself a thank-you note? If not, I highly recommend it!

Here’s to continuing this journey of connection, growth, and support in Year 3!

12/10/2024

🎁 Spreading Holiday Cheer with Aspira! 🎁

Many of you might not know, my husband and I recently hosted our 3rd annual toy drive. This year, it was extra special as my new Aspira team joined in the giving spirit! Last week, we hosted a toy drive for Santa's Anonymous and collected nearly 100 toys! 🎉

This week, we're volunteering at Virgin Radio's Toy Mountain for CFAX Santa's Anonymous at Uptown. I'm always amazed by everyone's generosity. Come donate a toy or just say hi this Wednesday from 3:30-5:30pm – we'll be just outside Cascadia Liquor, aiming to build a massive toy mountain! 🧸🎄

11/14/2024

Have you been appointed as someone’s executor? Are your executors living in a different province? Do you have a blended family? If you answered yes to any of these questions, I highly recommend attending the seminar below.

Being an executor can be incredibly taxing, especially during such a difficult time. It can cause divisions within families and place an unfair workload on some. This seminar will address these issues and provide professional alternatives to support your family during this challenging period.

Don’t miss out on this valuable opportunity to gain insights and support. Register now by emailing me: [email protected]

Aspira Wealth is a wealth advisory team in Victoria, BC specializing in cross border wealth management, in-house investment strategies, personalized financial plans and becoming your family's financial advisor. Our team of experts take a personalized approach to estate planning, retirement planning....

09/26/2024

Are you moving from the US to Canada and have investments in the US? 🌎💼

Relocating can bring many complexities, including challenges in maintaining your investments at your current financial institution. It’s crucial to continue holding your IRA and Roth accounts without liquidating your investments.

With our cross-border platform at Raymond James, I can help you keep these accounts in the same structure.

If you’re in this situation and would like a consultation, please email me at [email protected].

08/30/2024

This month, our Women in Business networking group traded in the boardroom for the pickleball court. So inspired by these powerhouse women who continue to uplift and empower one another. Here's to smashing goals, both in business and in life! 🏓💼

08/15/2024

It was a privilege to be apart of Cedric The Entertainer’s 11th annual charity golf event supporting the Boys and Girls Club of Camarillo and Kyles Family Foundation.

08/06/2024

With the recent volatility in the markets, the media has been having a field day. Yesterday might have been the worst trading day in two years, but how quickly they forgot about how great the market has been doing! However, reporting on positive, is rarely something that is done. Historically speaking, there are 3-4 pullbacks a year, this is where we see the market drop, this is completely normal. This year up until yesterday, we have only seen one pullback, and although the experts were anticipating some volatility, it did not stop the media from causing worry. Further to this point, for the past ten years, the month of August has historically been down. However, despite this, the S&P 10 year return has averaged 15.6%.

This is a great webinar put on by our CIO, Larry Adam discussing the current state of our economy. One of the main predictors of investor success is not the stocks picked, but investor's behavior and their ability to turn their TV off when they feel worried and instead call their financial advisor.

https://www.raymondjames.com/investment-strategy-client-call

07/10/2024

For those of you who pay into Social Security, here are a few benefits you can access prior to retirement.
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Social Security benefits aren't just for retirement! You can take advantage of these 10 perks before you ever hit retirement age.