Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

Knowledge is power, especially when it comes to planning your financial future. Our promise to Clients is reflected in our company name, T.E.A.M. Financial Solutions Inc., which stands for "To Educate And Mentor". Educating and mentoring Clients is what we find most gratifying about being financial advisors. We're committed to helping people understand their best options so they can make informed choices for their financial future. Estate planning is our passion. We'll make the process enjoyable and easy to understand. Not only will we provide you with the products and service to help you achieve your financial goals, we'll also provide you with powerful insights and knowledge that will stay with you for a lifetime.

T.E.A.M. Financial Solutions

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Jessie Gates

Meet Jessie Gates!

Jessie hails from Nova Scotia and is an integral part of T.E.A.M. Financial Solutions.

Jessie has a passion for finance and he is committed to providing top-notch service. He is dedicated to helping Clients reach their financial goals and to be a part of their success.

When Jessie is out of the office he enjoys good food, great friends and time with his family.

Reach out to Jessie today to have your own financial plan created, tailored to your investment strategy, goals and future!

Job Title: Associate Advisor, Sun Life

Phone: 519-498-8326 ext. 109

Email: jessie.gates@sunlife.com

Address: 180 Northfield Drive West Unit 6 Waterloo, ON N2L 0C7

William McBay

As a CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS™), Certified Executors Advisor (CEA) and a Chartered Financial Divorce Specialist (CFDS), I believe in building strong Client relationships with holistic financial solutions at every life stage. As the author of Myths & Truths of Financial Planning Throughout Your Life, a book that promotes Canadian Financial Literacy, my goal is to continue educating and mentoring Canadians in financial literacy

When not in the office, I enjoy giving back to the community. I chartered the Kin Club of Woolwich in 2010 and take part in the great work the club does for the community's greatest needs. My other passion lies in the great outdoors, where I enjoy spending time and cooking over an open fire.

Let's talk about how we can give you the knowledge and power to help you achieve lifetime financial security. Together, we'll build a personalized financial strategy, including insurance and investment solutions, to help build your savings, protect you from the unexpected and retire your way. With regular reviews, we'll monitor your progress to help ensure you stay on track.

Job Title: Financial Planner, Sun Life, CEA, CFDS, CFP®, CHS™, CLU®

Email: william.mcbay@sunlife.com

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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.