Keith McConkey is passionate about baseball, community, and customer care
Before his family and financial services career, Keith McConkey’s primary passion was baseball.
McConkey was born in Toronto, moved to Thorold with his family as a child, and has lived in Niagara for about 30 years. He currently lives in Welland with his wife Kerri (a native of Welland) and their two daughters. He attended Brock for college and then went to Florida to attend baseball referee school at the age of 22, after which he spent six years in the minor leagues as a professional referee.
“I started in the New York Penn League in Ohio, New York, Pennsylvania, and Massachusetts. From there I went to the Midwest League with teams in Iowa, Wisconsin, Michigan, Indiana, and Ohio. My next stop was the Florida State League, followed by three years in Double A in the Eastern League, from Maryland to Ohio. The referees association moves its people a lot in order to offer the referees at different levels of play a varied experience. “
Ultimately, the stressors of professional baseball, especially long hotel life, far away from home and family, convinced McConkey to embark on a new career in the financial services industry. He spent four years at CIBC as a financial advisor and then took on an executive position at PenFinancial Credit Union. The appeal of running his own business led him to Investors Group over a year ago, and today he offers a full range of financial services to clients, including debt management, savings, estate planning, wealth protection and tax minimization strategies. McConkey has earned the designations of Professional Financial Planner (PFP) and Responsible Investment Specialist (RIS).
McConkey is still a baseball referee and directs games in the Intercounty League, an amateur league in southern Ontario, with teams like the Welland Jackfish. He has also represented Canada internationally as a referee at several World Cups and the Pan Am Games.
“I was supposed to be attending a Tokyo Olympics qualifier in June, but COVID travel restrictions have limited that,” he said.
As an active member of the Fonthill Rotary Club, McConkey strives to be involved in the Pelham community. He and his family enjoy the Farmers Market and Bandshell concerts on Thursdays during the summer in Peace Park, along with the Summer Festival activities.
He enjoyed moving to IG Wealth Management.
“It was great. I received an in-house performance award and did a lot of customer introductions. It’s a relationship business so you really want to meet people face to face to develop a sense of trust that is so important. Zoom meetings are needed right now, but not the same as personal conversations. “
IG has an emphasis on planning for customers, McConkey said. “I am firmly convinced that you will only become a customer when we have planned something for you. I need to know which direction you want to go so that I can make recommendations on the solutions page. Investing and insurance and all other financial services are just solutions that fill in the gaps in a financial plan. I will recommend early solutions that people need, but I will never be product oriented, I will always be customer oriented. “
McConkey is working from home rather than from the Investors Group’s office on Lincoln Street in Welland during the pandemic. He can be reached by phone at 905-788-1356 (office) and 905-347-2251 (mobile) or by email at. to reach [email protected]