Jeff Keller, BBA (Econ), CFP®, FMA
Senior Financial Advisor
Certified Financial Planner
Jeff’s success can be attributed to his passion for helping his clients with their financial plan. Jeff is a founding member of WK Financial Planning Ltd. providing comprehensive financial planning and retirement planning for families and businesses since 1994. 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/
Declines All Around, but Opportunities to Be Had
May 26, 2022
Central banks have the delicate task of reducing inflation without triggering a recession. With further rate hikes possible in an already difficult market, caution is key. Here’s where we see opportunity in the current investment landscape....Read more
Inflation Is Not the Only Challenge
May 02, 2022
The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....Read more
Implications of Russia’s invasion of Ukraine and what this means for the investment landscape
Mar 23, 2022
The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....Read more
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