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Your Valuable Team at the Helm

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.

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.


Advisor Team

Jeff Keller, BA (Econ), CFP, FMA Photo

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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Jeff Keller, BA (Econ), CFP, FMA

Sr. Financial Advisor - Manulife Securities Incoroprated

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 grew up in Exeter and now 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 continues to coach baseball and is a proud supporter of many other charitable organizations.

For Investment inquiries:jeff.keller@manulifesecurities.ca
For Insurance inquiries:jeff@wkfinancial.ca

Darryl Parsons, CFP Photo

Darryl Parsons, CFP

Financial Advisor

When a client has financial obstacles, Darryl enjoys finding a solution…

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Darryl Parsons, CFP

Financial Advisor - Manulife Securities

When a client has financial obstacles, Darryl enjoys finding a solution by providing thorough, data driven information to help make the best informed decision for the client. Darryl has been a financial planner with WK Financial Planning Ltd. since 2005. For 5 years previous, he worked for Scotiabank.

CSince 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, small businesses and their families. His focus has been on his client’s investment and retirement planning as well as risk management.

Darryl continues to live in Exeter and is a member of Exeter Lions Club (and acting Treasurer), Alzheimer Society of Perth Golf Tournament board member and serves as a board member on the Exeter Rodeo Committee. He enjoys playing hockey and working on the family farm.

For Investment inquiries:darryl.parsons@manulifesecurities.ca
For Insurance inquiries:darryl.parsons@wkfinancial.ca

Andrew Ehgoetz, BA (Econ), CFP Photo

Andrew Ehgoetz, BA (Econ), CFP

Sr. Financial Advisor

Specializing in financial planning and risk management for individuals… 

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Andrew Ehgoetz, BA (Econ), CFP

Sr. Financial Advisor - Manulife Securities

Specializing in financial planning and risk management for individuals, families and small businesses, Andrew keeps his clients’ best interest in the forefront of the planning and exposes their true “financial picture.”

Andrew joined WK Financial Planning Ltd. in 2011 and has been in the financial services industry since 2006. As a graduate of Wilfrid Laurier University in Waterloo with an emphasis on Economics, Andrew has continued to increase his knowledge through various industry courses focusing on risk management, investment and retirement 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.

Andrew was born and raised in the Stratford area and he now resides there with his two children, Lily and Archer. Andrew would welcome the opportunity to meet with you and your family to better understand your financial situation.

For Investment inquiries:aehgoetz@manulifesecurities.ca
For Insurance inquiries:andrew.ehgoetz@wkfinancial.ca

Shawn Malvern Photo

Shawn Malvern

Financial Advisor

Exceptional client service is one of the reasons Shawn’s clients are loyal advocates…

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Shawn Malvern

Financial Advisor - Manulife Securities

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 planning with a focus on financial literacy. His passion and specialty is in equities, particularly the role stocks play in properly diversified investment portfolios for investors who are retired or nearing retirement.

Shawn joined WK Financial 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 through the Stratford Rotary Club, and coaching a travel team in Stratford Youth Soccer. He enjoys curling competitively out of 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.

For Investment inquiries:shawn.malvern@manulifesecurities.ca
For Insurance inquiries:shawn.malvern@wkfinancial.ca

Betty Watson, Photo

Betty Watson,

Sales Assistant

Betty takes great pride in assisting in the achievement of clients’ goals… 

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Betty Watson

Sales Assistant - Manulife Securities

Betty takes great pride in assisting in the achievement of clients’ goals and her attention to detail is a notable strength. Betty has been the Sales Assistant at WK Financial Planning Ltd. since 1997. She is instrumental in implementing financial plan recommendations and can promptly answer or research any administrative and client service inquiries.

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 of the financial planning process efficiently.

Betty has been involved with a community fundraiser to help support breast cancer research. She lives in Stratford with her husband Russ. They have three grown children, Joshua, Matthew and Sarah, and three beautiful grandchildren, Charlie, Henry and Sam. In her spare time, Betty enjoys reading, cooking, walk and cycling.

For Investment inquiries:betty.watson@manulifesecurities.ca
For Insurance inquiries:betty.watson@wkfinancial.ca

Donna Mezei, Photo

Donna Mezei,

Marketing Assistant

Donna takes pleasure in running a seamless office where the clients…  

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Donna Mezei

Marketing Assistant - WK Financial Planning Ltd.

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.

Email Me: donna.mezei@wkfinancial.ca

Nadia Martin Photo

Nadia Martin

Marketing Assistant

Nadia joined the WK Financial Planning Ltd. team in… 

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Nadia Martin

Marketing Assistant - WK Financial Planning Ltd.

Nadia joined the WK Financial Planning Ltd. team in March of 2016. With her friendly approach, Nadia assists the WK advisors with the day-to-day administration involving all insurance related activity. She enjoys the interaction with clients and is happy to answer any questions they may have.

Nadia and her husband Mike, along with their 3 children, Jackson, Ethan and Milana have recently settled here in their hometown after 10 years of living in Europe and traveling extensively as a family. Her community involvement centers around their family owned fitness facility, CrossFit Stratford. It is here that Nadia heads up community involvement organizing members to support local charities. She brings with her experience as a local business owner providing high quality customer service to our clientele.

Email Me: nadia.martin@wkfinancial.ca

Ken Chisholm Photo

Ken Chisholm

Controller & Business Manager

Ken has over 30 years of specialized experience, mainly from the…

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Ken Chisholm

Controller & Business Manager - WK Financial Planning Ltd.

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.

Email Me: ken.chisholm@wkfinancial.ca