Jeff Keller, BBA (Econ), CFP®, FMA
Senior Financial Advisor
Jeff’s success can be attributed to his passion for helping his clients with their financial plan. If you love what you do it shows and he enjoys the planning process, monitoring his clients’ financial plan, getting results and seeing his clients achieve their retirement dreams.
Clients are like family to Jeff and they are treated that way from the minute they walk through the door. Jeff specializes in helping individuals, families and businesses, who are close to retirement or who have already retired. He majored in Economics and Business Management at the University of Guelph.
Among Jeff’s many interests is his family. He lives in Stratford with his wife Keltie and their three kids – Aveleigh, Neilla and Maddox who are all talented performers. He is a strong believer in giving back to the community having spent many years as a board member, Treasurer and Chair on the South Huron Hospital Board of Directors and was President of Exeter Minor baseball for over 8 years, Jeff brought his love of baseball to Stratford and served as Vice-President, Secretary, Treasurer and Registrar with Stratford Minor Baseball. He also sits on the Finance Committee for the Stratford-Perth Community Foundation. Jeff coached baseball and hockey for many year and continues to support both organizations today.
Recently, Jeff and Keltie created the "Jeff & Keltie Keller Family Fund" through the Stratford & Perth Community Foundation. This fund provides support for kids and youth arts programs in the area. https://spccf.ca/jeff-and-keltie-keller-family-fund/
On the Edge of Recession
Jan 25, 2023
Global economies are struggling to find equilibrium in the wake of the great re-opening. Will 2023 be the year of recovery or of recession? The answer may vary by country....Read more
Multi-Asset 2023 Year Ahead Outlook
Dec 22, 2022
Start the new year well-informed! Our 2023 Investment Outlook shares our forecasts for inflation, currencies, fixed income, and equity to help you navigate the year ahead....Read more
Should market conditions affect how you invest?
Dec 15, 2022
The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...Read more
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