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About William McBay*, CFP®, CLU®, CHS™, CEA

William McBay*, CFP®, CLU®, CHS™, CEAKnowledge is power, especially when it comes to planning your financial future. My promise to clients is reflected in my company name, T.E.A.M. Financial Solutions Inc., which stands for “To Educate And Mentor”. Educating and mentoring clients is what I find most gratifying about being an advisor. I'm committed to helping people understand their best options so they can make informed choices for their financial future. Estate planning is my passion; I'll make the process enjoyable and easy to understand. Not only will I provide you with the products and service to help you achieve your financial goals, I'll provide you with powerful insights and knowledge that will stay with you for a lifetime.

When I'm not in the office, I enjoy giving back to my community. My wife, Brenda and I chartered the Kin Club of Woolwich in 2010 where I'm president for 2015-2016 and Brenda is Chair of the Grand River Amazing Race. I also coach the Waterloo Ghosts, a local baseball team. My other passion is the great outdoors where I enjoy camping and cooking over an open fire.

Talk with me today about how I 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 yourself from the unexpected and retire your way with confidence. With regular reviews, we'll monitor your progress to help ensure you stay on track.
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* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.