Service Team

Jeff Keller, BA (Econ.) CFP, FMA

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/

Andrew Ehgoetz, BA (Econ), CFP®

Senior Financial Advisor

With a focus on Financial Planning and Risk Management, Andrew believes that a detailed personal financial plan is the building blocks for all of the clients he works with. Areas of specialization include retirement and estate planning, farm and business owner succession, and working directly with family finances.

 

Born and raised in Stratford, Andrew has been in the financial services industry since 2006. As a graduate of Wilfrid Laurier University in Waterloo with an emphasis on Economics, Andrew continued to increase his knowledge through various industry courses focusing on Investment and Financial Planning. In the summer of 2010, Andrew completed his Certified Financial Planner (CFP) designation and he has continued to be a proponent of continuing education since.


Outside of the office, Andrew enjoys spending time with his wife Kaye, and two children - Lily and Archer. He is often found at the hockey arena or sports field coaching or playing and also enjoys his time working on their farm and being outdoors with the family's two dogs.

 

Darryl Parsons, CFP®

Financial Advisor

Darryl has been a financial planner since 2005. For 5 years previous, he worked for Scotiabank. Since graduating from Fanshawe College in Financial Services, Darryl has continued to focus on education. He has completed several courses including his CERTIFIED FINANCIAL PLANNER (CFP) designation in the fall of 2008.

 

Growing up on his family’s home farm outside of Exeter, Darryl has focused his specialties towards farmers, small business owners, and their families. His focus has been on his client’s investment and retirement planning as well as risk management. Creating an easy to understand process. Darryl views his clients as friends and it shows.

 

Darryl continues to live in Exeter. He has been a member of Exeter Lions Club since 2013, serving as treasurer for 6 years. Darryl enjoys playing hockey and spending time with his dad and horses on his farm, which was his grandfathers before him.

Shawn Malvern

Financial Advisor

Exceptional client service is one of the reasons Shawn’s clients are loyal advocates and are proponents of the individual attention and relationship he provides them. He incorporates a time-tested repeatable process for financial strategies with a focus on financial literacy. His passion and specialty are equities, particularly the role stocks and ETF's play in properly diversified investment portfolios for clients who are retired or nearing retirement.

Shawn joined the office in February 2016. For the previous 7 years he built a financial advisory business from scratch with an international full-service financial institution. He feels this experience has prepared him for handling any financial concerns client’s face. More importantly, providing guidance to help them achieve their personal financial goals.

Shawn was born and raised in Stratford and makes his home here with his wife Leanne, and daughters Alli, and Faythe. He is a strong believer in volunteering and is active in the community in a number of organizations. Shawn is a former board member of the Rotary Club of Stratford, and is currently a member. He enjoys curling competitively at the Stratford Country Club, and spending time with his young family. His ties to the arts run deep having worked at the Stratford Festival for 21 years and continuing to be involved in various capacities. Shawn graduated from the University of Ottawa with a focus on politics and communications.

He welcomes the opportunity to meet with you and your family to establish a relationship, as well as to provide a complimentary financial review to understand your unique personal situation.

Larry Balkwill

Financial Advisor

Larry is the most recent addition to the office, starting his career as a financial advisor in 2021. Larry began pursuing a career in the financial industry in 2020 after playing professional baseball for the previous six years throughout the United States and Canada.

 

Larry is fully registered and is focused on continuing his education to achieve his ultimate goal of being a Certified Financial Planner (CFP). Larry offers a fresh opinion in the office being able to focus not only on retirement and estate planning, but also helping younger clients begin and set their financial goals not only for the long-term, but the short-term as well. Larry uses his attributes and work ethic learned from playing baseball at a high level to help clients with their financial needs and ensure that he is available to help people when they need it.

 

Larry grew up in Chatham, Ontario, and recently moved to Stratford with his long-time girlfriend, Rebecca. Larry is still involved in the local baseball scene, coaching high school age players to help them on their journey to playing at the next level. Larry and Rebecca are excited to plant roots and settle in Perth County.

Service Team

Betty Watson

Administrative Assistant

Betty takes great pride in assisting in the achievement of clients’ goals and her attention to detail is a notable strength. Betty has been an Administrative Assistant at WK Financial Planning Ltd. since 1997. She assists the advisors in an administrative role so they can be instrumental in implementing financial plan recommendations to the clients.

Betty continues to stay educated in this quickly changing industry. She takes various courses and attends industry workshops to ensure that she can continue to assist the advisors with all aspects.

Betty was happy to be involved in a community fundraiser to help support breast cancer research. She has lived in Stratford with her husband Russ for the past 10 years. They have three grown children and three beautiful grandchildren.

Betty would welcome the opportunity to assist you with any administrative questions you may have.

Donna Mezei

Administrative Assistant

Donna takes pleasure in running a seamless office where the clients have a pleasant environment and are well taken care. Donna has been with the WK Financial Planning Ltd. team since 1999 and is responsible for the day-to-day administrative operations and processing.

 

She answers and researches any administrative and/or client inquiries promptly. She attends conferences/information meetings a few times a year in order to keep up with the ever changing industry as well as the new procedures and systems required. She was a presenter at a national Marketing Assistants conference held in Niagara Falls in 2008; speaking to peers about one of the processes used very effectively at WK.

 

Donna and her husband, Jim, have lived in Stratford for 20 years and have truly enjoyed raising their 3 children in such a wonderful community.

Sarah Temple

Administrative Assistant

Sarah is a member of our administrative team at WK Financial Planning Ltd. She provides support in the office by assisting with administrative duties, which aid in the development of financial planning for clients.

 

She actively participates in client contact and communications via telephone and email enquiries. Sarah joined our office in October 2019 and has been in the financial service industry since 2010.

 

She is always looking to expand her knowledge by staying up to date on policies and procedures and attending company webinars. Sarah is currently working on completing her Canadian Securities Course.

 

She also sits on the board for the Emily Murphy Centre in Stratford.

 

Sarah has lived in Stratford for the past ten years and enjoys spending time with her family and travelling.

Ken Chisholm

Business Manager

Ken has over 30 years of specialized experience, mainly from the financial services industry. He joined the WK Financial Planning Ltd. team in the spring of 2004 and is the Controller and Business Manager.

 

He takes pride in ensuring that the company is functioning soundly and that the decision making that takes place behind the scenes is done with the same professionalism and care that the advisors display when dealing with clients. He is honest, integral and loyal. He received his Bachelors degree in Business Administration from the University of New Hampshire.

 

A life long resident of Stratford, Ken with his wife Mary, remain active in the Stratford community where they have raised their 5 children.

Erin DeMarco

Receptionist & Insurance Assistant

Erin is the newest member of the WK Financial Planning team. She has been with us since the fall of 2020 and is responsible for the receptionist duties and assisting the advisors with any insurance needs.

Erin is always looking to further her education; she attends webinars frequently and is currently working on her Life License Qualification Program to enhance her knowledge in Life Insurance.

Erin moved to Stratford in 2011 and has enjoyed growing up in the quaint City of Stratford.

She looks forward to hearing all your voices over the phone, and helping you with anything you may need.

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