Summary
Overview
Work History
Education
Skills
Languages
Software
Timeline
Generic

Edna Keep

White City,SK

Summary

Accomplished Certified Financial Planner and Real Estate Investor with a proven track record, including building a 778-door real estate portfolio and selling a $25M practice at Assante Financial Management. Expert in analyzing property deals and coaching, I excel in raising capital and mentoring, demonstrating exceptional discovery and sales skills. Transitioned to coaching, successfully selling over $1M in programs.

Overview

26
26
years of professional experience

Work History

Coach Mindset and Real Estate

Self
01.2014 - 02.2022

I built a real estate portfolio of 778 doors mostly apartment buildings starting in 2007 and people were asking for mentoring to show them how so I started Coaching and Mentoring people in 2014. My last year in business I sold over $1M of coaching into my own program. Our local real estate market in changed after COVID and with rising interest rates I didn't feel comfortable selling my same offer any longer.

I took several real estate, coaching, sales, and mindset training courses over the years.

Real Estate Investor

Self
09.2007 - 12.2020

My role in building our portfolio was finding and analyzing real estate properties as well as getting the financing in place both private and bank lenders. I typically had partners that managed the deals after we owned them. We built out portfolio from zero to 774 doors in 13 years.

Financial Advisor Certified Financial Planner

Assante Financial Management
03.1996 - 09.2009
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Sold my $25M practice in 2009.

Education

Sales And Coaching Training Over The Years

No Specific School
Online Or Hotels Mostly

Financial Advisor

Certified Financial Planner
Online And Self Study

No Degree - Creative Financing, Commercial Real Estate,

Tigrent Learning Robert Kiyosaki
Online And Different Locations
09.2007

Skills

  • Discovery and Sales Skills
  • Coaching and Mentoring Skills
  • Raising Capital Skills
  • Analyzing Property Deals
  • Putting financing in place
  • Finding partners with offsetting skills

Languages

English
Professional Working

Software

Have experience with Hubspot, excel spreadsheets for tracking, Trello, Skool, All Social Media Platforms,

Timeline

Coach Mindset and Real Estate

Self
01.2014 - 02.2022

Real Estate Investor

Self
09.2007 - 12.2020

Financial Advisor Certified Financial Planner

Assante Financial Management
03.1996 - 09.2009

Sales And Coaching Training Over The Years

No Specific School

Financial Advisor

Certified Financial Planner

No Degree - Creative Financing, Commercial Real Estate,

Tigrent Learning Robert Kiyosaki
Edna Keep