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Disability can impact more than just your income — it can affect your financial priorities all at once. The right coverage can help create breathing room if you’re unable to work due to illness or injury. If your paycheque fuels your plans, they may be worth protecting. Get in touch to talk about your options. https://advisor.sunlife.ca/mckay.financial.services/
Disability can impact more than just your income — it can affect your financial priorities all at once. The right coverage can help create breathing room if you’re unable to work due to illness or injury. If your paycheque fuels your plans, they may be worth protecting. Get in touch to talk about your options. https://advisor.sunlife.ca/mckay.financial.services/
A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education… it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most.
A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education… it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most.
As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.
As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.
Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://advisor.sunlife.ca/mckay.financial.services
Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://advisor.sunlife.ca/mckay.financial.services
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.
https://advisor.sunlife.ca/mckay.financial.services
https://advisor.sunlife.ca/mckay.financial.services
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.
https://advisor.sunlife.ca/mckay.financial.services
https://advisor.sunlife.ca/mckay.financial.services
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/mckay.financial.services
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/mckay.financial.services
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/mckay.financial.services
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/mckay.financial.services
Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.
Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.
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!
Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage. We can help. #mckayfinancial
Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage. We can help. #mckayfinancial
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? https://advisor.sunlife.ca/mckay.financial.services
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? https://advisor.sunlife.ca/mckay.financial.services
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. https://advisor.sunlife.ca/mckay.financial.services
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. https://advisor.sunlife.ca/mckay.financial.services
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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.