Home About Products & services How we work Contact
Grow your money and keep it at your fingertips

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

William McBay*, CFP®, CLU®, CHS™, CEAKnowledge 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.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS™), and a Certified Executors Advisor (CEA), I believe in building strong client relationships with holistic financial solutions at every life stage.

When not in the office, I enjoy giving back to the community. My wife, Brenda, and 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.

Contact me by email.

 

* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.