McKay Insurance & Financial Services Inc.
Area(s) served: Norfolk County, Brant County, Haldimand County, Oxford County and surrounding areas
How we can help
With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.
Who we service
Learn more
High net worth and affluent
Business owners general
Families
Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- developing an approach that include RRSPs, TFSAs, or RESPs,
- growing your investments through GICs, mutual funds or segregated funds,
- protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
Products and services
Business owners
Life insurance products
Mortgage protection insurance
Our commitment
At McKay Insurance & Financial Services Inc., we're committed to:
- being easily accessible and approachable,
- providing coaching through all of life’s triumphs and challenges,
- being upfront and transparent with all fees,
- growing and protecting your trust in us, and
- being a purposeful member of the communities which we serve.
Stay informed
See more articles
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty.
If you'd like to know more about Critical Illness insurance, we can help.
#mckayfinancial
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty.
If you'd like to know more about Critical Illness insurance, we can help.
#mckayfinancial
When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education?
We can help create a plan that fits your family's budget. https://advisor.sunlife.ca/mckay.financial.services
When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education?
We can help create a plan that fits your family's budget. https://advisor.sunlife.ca/mckay.financial.services
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/mckay.financial.services
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/mckay.financial.services
Office information
