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.
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Who we service

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High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Business owners general

Helping business owners take control of their finances one step at a time.

Families

Helping families protect what matters most and work towards a secure financial future for each family member.

Let's work together

McKay Insurance and Financial Solutions Inc. team

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

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

Looking at retirement

Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.

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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
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio. #mckayfinancial
47% of Canadians have had an injury preventing them from functioning at work: survey | Benefits Canada.com

47% of Canadians have had an injury preventing them from functioning at work: survey | Benefits Canada.com

Nearly half (47 per cent) of Canadians say they’ve been injured in a way that impedes or has impeded them from being fully functional at work, at home or at play, according to a new survey by Ipsos on behalf of the Canadian Athletic Therapists Association.
Younger homeowners more likely to be financially stressed: survey

Younger homeowners more likely to be financially stressed: survey

Roughly six in 10 Canadians with a mortgage are financially stressed, with younger homeowners more likely to be under pressure.
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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.