Meet the Team

  • President & Certified Financial Planner® (CFP®)

    Keith McConkey is a best-selling author, dynamic speaker, and award-winning Certified Financial Planner® (CFP®) with a passion for helping individuals and families achieve financial confidence. As the founder and leader of Nexus Financial Strategies, Keith combines decades of experience with a personalized approach that simplifies financial planning, empowering clients to take control of their financial future.

    Recognized in My Business Magazine for his innovative client-focused philosophy, Keith excels in making even the most complex financial strategies easy to understand and implement. His credentials include the prestigious Certified Financial Planner® designation and a specialization as a Responsible Investment Specialist, ensuring clients benefit from ethical and sustainable financial planning.

    Keith's commitment to growth extends beyond his practice. A graduate of Franklin Covey’s 7 Habits of Highly Effective People Leadership Training, he continuously hones his skills to deliver exceptional value to his clients.

    Outside the office, Keith’s discipline and leadership shine as an elite baseball umpire. With six years of professional umpiring experience, three world championships, an Olympic Qualifier and the Pan American Games in Peru under his belt, he now shares his expertise by teaching amateur officials as a Master Course Conductor.

    Keith lives in Welland, Ontario, with his wife and two daughters. When he’s not guiding clients to financial success or calling balls and strikes, he’s proudly cheering on his daughters as a dedicated dance dad.

  • Declan Rose

    Client Relations Coordinator & Junior Advisor

    Declan plays a pivotal role at Nexus Financial Strategies, ensuring seamless administrative operations and providing a welcoming first point of contact for clients. A recent graduate with a Bachelor of Commerce degree, Declan combines his academic foundation with hands-on experience to deliver exceptional service and support.

    With his mutual fund licensing already completed, Declan is now furthering his expertise by taking the Canadian Securities Course. This is the first step on the path to becoming a Certified Financial Planner®; positioning himself to offer even greater insights and assistance to clients in his role as a Junior Advisor.

    Originally from Norfolk County, Declan has made Welland his home. Outside of the office, he enjoys playing golf with his girlfriend, working on cars, and hitting the slopes for some snowboarding in the winter.

  • Financial Advisor

    With over a decade of experience in the financial services industry, including a distinguished tenure as a financial planner at a bank, I’ve built my career on empowering individuals to take confident ownership of their financial futures. At Nexus Financial, I bring a client-first mindset—helping people not only reach their goals but truly enjoy the journey along the way.

    I believe that financial planning is about more than numbers—it's about clarity, confidence, and creating a life aligned with your values. My approach is rooted in education, transparency, and building lasting relationships that support long-term success.

    Beyond the office, I’m passionate about giving back. Whether through community fundraising or volunteering, I’m committed to making a meaningful impact and advocating for financial literacy as a tool for empowerment and inclusion.

  • Administrative Coordinator

    With over 27 years of experience as a Legal and Administrative Assistant, Tanya brings a wealth of knowledge in legal documentation, office management, and client service. Her reputation for precision, professionalism, and unwavering reliability makes her a natural fit for our fast-paced, detail-oriented environment.

    Tanya’s exceptional organizational skills and calm, supportive presence help ensure everything behind the scenes runs smoothly — allowing the rest of our team to focus on financial planning for our clients. Beyond the office, Tanya enjoys quality time with her family, which she credits as her source of balance and motivation. We’re excited to have her on board and look forward to all the ways she’ll contribute to helping us serve you better.

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