Keith McConkey

CFP, RIS

Mutual fund representative 1

Insurance representative 2

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

Keith McConkey is an accomplished author, speaker and financial planner in the Niagara Region. With his business spotlighted in “My Business Magazine,” Keith highlights the importance of engaging his clients in their own success. Keith is the creator of his own unique “Life Simplified System™,” which he uses to keep the financial planning process simple enough to understand and easy for his clients to implement. Keith is a believer in giving back and regularly runs financial literacy programs with community partners. Through regular content creation, Keith is always looking to share his visible authority to inspire financial literacy. Contact meeast

About my team

As Client Relations Coordinator, Declan is an integral part of the day-to-day operations of our business. He is originally from Simcoe but now calls Welland home. Declan stays busy outside of work, as he is in the process of completing a degree in commerce. He is an avid golfer and enjoys working on cars in his spare time.

Declan Rose

Client Relations Coordinator

Telephone

905-735-5555 Send a messageeast

A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

Latest videos and podcasts

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1 With Investia Financial Services Inc. 2 Groch & McConkey Financial Planning