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
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
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.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
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.
Mortgage protection insurance
Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.
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
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Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you. #mckayfinancial
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you. #mckayfinancial
Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you. #mckayfinancial
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you. #mckayfinancial
Paula Herr, our dynamic Service Associate, will be retiring on May 29th from the Simcoe location of McKay Insurance and Financial Services.
Prior to joining our team, Paula worked for many years in a few different capacities, including time in corrections, in sales, and in the banking sector. We were so fortunate that Paula decided to join our team in 2012. Paula achieved her Mutual Fund license in 2011 and her Life Insurance license in 2013.
Paula has been the friendly face of our Simcoe office for 14 years now, and it is difficult to express just how much we value her. She has been a joy to work with and over the years, she has built meaningful connections with so many of our clients. Paula is also an integral part of our work family.
Paula, you’ve been so fun to work with and such a team player as well. We wish you a long and healthy retirement and are happy that you will have more time to do what you love like spending time with family and friends, traveling to sunny destinations, cooking up some gourmet meals, and spending time at your weekend getaway.
Although Paula is a true one of a kind, we knew this day would eventually come and we have an experienced team in place to continue providing excellent customer service to our valued clients.
Congratulations Paula!
Prior to joining our team, Paula worked for many years in a few different capacities, including time in corrections, in sales, and in the banking sector. We were so fortunate that Paula decided to join our team in 2012. Paula achieved her Mutual Fund license in 2011 and her Life Insurance license in 2013.
Paula has been the friendly face of our Simcoe office for 14 years now, and it is difficult to express just how much we value her. She has been a joy to work with and over the years, she has built meaningful connections with so many of our clients. Paula is also an integral part of our work family.
Paula, you’ve been so fun to work with and such a team player as well. We wish you a long and healthy retirement and are happy that you will have more time to do what you love like spending time with family and friends, traveling to sunny destinations, cooking up some gourmet meals, and spending time at your weekend getaway.
Although Paula is a true one of a kind, we knew this day would eventually come and we have an experienced team in place to continue providing excellent customer service to our valued clients.
Congratulations Paula!
Paula Herr, our dynamic Service Associate, will be retiring on May 29th from the Simcoe location of McKay Insurance and Financial Services.
Prior to joining our team, Paula worked for many years in a few different capacities, including time in corrections, in sales, and in the banking sector. We were so fortunate that Paula decided to join our team in 2012. Paula achieved her Mutual Fund license in 2011 and her Life Insurance license in 2013.
Paula has been the friendly face of our Simcoe office for 14 years now, and it is difficult to express just how much we value her. She has been a joy to work with and over the years, she has built meaningful connections with so many of our clients. Paula is also an integral part of our work family.
Paula, you’ve been so fun to work with and such a team player as well. We wish you a long and healthy retirement and are happy that you will have more time to do what you love like spending time with family and friends, traveling to sunny destinations, cooking up some gourmet meals, and spending time at your weekend getaway.
Although Paula is a true one of a kind, we knew this day would eventually come and we have an experienced team in place to continue providing excellent customer service to our valued clients.
Congratulations Paula!
Prior to joining our team, Paula worked for many years in a few different capacities, including time in corrections, in sales, and in the banking sector. We were so fortunate that Paula decided to join our team in 2012. Paula achieved her Mutual Fund license in 2011 and her Life Insurance license in 2013.
Paula has been the friendly face of our Simcoe office for 14 years now, and it is difficult to express just how much we value her. She has been a joy to work with and over the years, she has built meaningful connections with so many of our clients. Paula is also an integral part of our work family.
Paula, you’ve been so fun to work with and such a team player as well. We wish you a long and healthy retirement and are happy that you will have more time to do what you love like spending time with family and friends, traveling to sunny destinations, cooking up some gourmet meals, and spending time at your weekend getaway.
Although Paula is a true one of a kind, we knew this day would eventually come and we have an experienced team in place to continue providing excellent customer service to our valued clients.
Congratulations Paula!
Heather Dobias, Service Associate of our Delhi location, will be retiring on May 29th after an outstanding 37-year career with McKay Insurance and Financial Services.
We are so grateful that a chance meeting on Main Street in Delhi with Brent’s father Gary in 1989 led to Heather accepting a position on the McKay team. Heather achieved her Life Insurance license in 1981 and her Mutual Fund license in 2006.
Heather has been a fixture in our Delhi office, and it is difficult to articulate how important and beloved she is to all of us. Many of our clients have built meaningful relationships and friendships with her over the years, based on trust, compassion and commitment. Heather has provided excellent service to generations of families in such an intentional and meaningful way.
Heather has been the glue of the Delhi office over the years. Although she is irreplaceable, we have planned and prepared for this day to continue her legacy of supporting clients.
Heather, we wish you all the best in your retirement and will truly miss our time together in the office but know you will remain an integral part of our local community. And we are so happy that you will have even more time for your “Littles”.
Congratulations Heather!
We are so grateful that a chance meeting on Main Street in Delhi with Brent’s father Gary in 1989 led to Heather accepting a position on the McKay team. Heather achieved her Life Insurance license in 1981 and her Mutual Fund license in 2006.
Heather has been a fixture in our Delhi office, and it is difficult to articulate how important and beloved she is to all of us. Many of our clients have built meaningful relationships and friendships with her over the years, based on trust, compassion and commitment. Heather has provided excellent service to generations of families in such an intentional and meaningful way.
Heather has been the glue of the Delhi office over the years. Although she is irreplaceable, we have planned and prepared for this day to continue her legacy of supporting clients.
Heather, we wish you all the best in your retirement and will truly miss our time together in the office but know you will remain an integral part of our local community. And we are so happy that you will have even more time for your “Littles”.
Congratulations Heather!
Heather Dobias, Service Associate of our Delhi location, will be retiring on May 29th after an outstanding 37-year career with McKay Insurance and Financial Services.
We are so grateful that a chance meeting on Main Street in Delhi with Brent’s father Gary in 1989 led to Heather accepting a position on the McKay team. Heather achieved her Life Insurance license in 1981 and her Mutual Fund license in 2006.
Heather has been a fixture in our Delhi office, and it is difficult to articulate how important and beloved she is to all of us. Many of our clients have built meaningful relationships and friendships with her over the years, based on trust, compassion and commitment. Heather has provided excellent service to generations of families in such an intentional and meaningful way.
Heather has been the glue of the Delhi office over the years. Although she is irreplaceable, we have planned and prepared for this day to continue her legacy of supporting clients.
Heather, we wish you all the best in your retirement and will truly miss our time together in the office but know you will remain an integral part of our local community. And we are so happy that you will have even more time for your “Littles”.
Congratulations Heather!
We are so grateful that a chance meeting on Main Street in Delhi with Brent’s father Gary in 1989 led to Heather accepting a position on the McKay team. Heather achieved her Life Insurance license in 1981 and her Mutual Fund license in 2006.
Heather has been a fixture in our Delhi office, and it is difficult to articulate how important and beloved she is to all of us. Many of our clients have built meaningful relationships and friendships with her over the years, based on trust, compassion and commitment. Heather has provided excellent service to generations of families in such an intentional and meaningful way.
Heather has been the glue of the Delhi office over the years. Although she is irreplaceable, we have planned and prepared for this day to continue her legacy of supporting clients.
Heather, we wish you all the best in your retirement and will truly miss our time together in the office but know you will remain an integral part of our local community. And we are so happy that you will have even more time for your “Littles”.
Congratulations Heather!
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.