Meet the Team
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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.
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Declan Rose serves as an Associate Financial Advisor at Nexus Financial Strategies, where he is actively transitioning into more of an advisory role. His responsibilities include supporting comprehensive financial planning and direct management of client relationships.
Declan holds a Bachelor of Commerce degree and is investment licensed. He has completed the Canadian Securities Course, a key milestone toward earning the Certified Financial Planner® designation. This advanced training reflects his commitment to delivering informed, strategic advice and positioning himself as a trusted resource for clients.
Originally from Norfolk County and now based in Welland, Declan brings a strong work ethic and a passion for continuous learning to his role. His professional development ensures that clients benefit from both technical expertise and a forward-thinking approach to wealth management.
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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.
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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.
