Our Team

What makes WK Financial unique is the personal connection we have with our clients. That combined with our financial expertise provides clients with an experience unlike other advisory businesses.

Each advisor has a Financial Planning designation. We are actively involved in continuing education and meet regularly with leading investment managers and analysts to ensure we are providing the most up-to-date information and best advice possible.

Client Experience

  • Personal Approach

  • Customized Plans

  • Team Expertise

Advisor Team

<b>Jeff Keller,</b> BA (Econ), CFP, FMA<br />Sr. Financial Advisor
Jeff Keller, BA (Econ), CFP, FMA
Sr. Financial Advisor
Jeff’s success can be attributed to his passion for helping his clients…

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<b>Darryl Parsons</b>, CFP<br />Financial Advisor
Darryl Parsons, CFP
Financial Advisor
When a client has financial obstacles, Darryl enjoys finding a solution…

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<b>Andrew Ehgoetz</b>, BA (Econ), CFP<br />Financial Advisor
Andrew Ehgoetz, BA (Econ), CFP
Financial Advisor
Specializing in financial planning and risk management for individuals…

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<b>Shawn Malvern</b><br />Financial Advisor
Shawn Malvern
Financial Advisor
Specializing in client service is one of the reasons Shawn’s clients…

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Service Team

<b>Betty Watson</b>,<br />Sales Assistant
Betty Watson,
Sales Assistant
Betty takes great pride in assisting in the achievement of clients’ goals…

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<b>Donna Mezei</b>,<br />Marketing Assistant
Donna Mezei,
Marketing Assistant
Donna takes pleasure in running a seamless office where the clients…

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<b>Nadia Martin</b>,<br />Marketing Assistant
Nadia Martin,
Marketing Assistant
Nadia joined the WK Financial Planning Ltd. team in…

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<b>Ken Chisholm</b>,<br />Controller & Business Manager
Ken Chisholm,
Controller & Business Manager
Ken has over 18 years of specialized experience, mainly from the…

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Our relationships with our clients are important to us.

We treat you like family.