McKay Insurance and Financial Services Inc.

McKay Insurance and Financial Services Inc. Financial Services Meet the Team! Brent A.

McKay* BA, CFP
CERTIFIED FINANCIAL PLANNER
Financial Planner, Sun Life

Barclay Luke*
Associate Advisor, Sun Life

Kyle Causyn* CLU
Associate Advisor, Sun Life

Heather Dobias*
Service Associate, Sun Life

Paula Herr*
Service Associate, Sun Life

Danielle Smith*
Service Associate, Sun Life

Karen McKay
Advisor Assistant, Sun Life

A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activit...
06/25/2026

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 ...
06/23/2026

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.

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right go...
06/19/2026

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. We can help.

We had the BEST time celebrating Heather and Paula's recent retirements at David's Restaurant in beautiful Port Dover. T...
06/19/2026

We had the BEST time celebrating Heather and Paula's recent retirements at David's Restaurant in beautiful Port Dover. There was a lot of laughter, a few tears, and some great reminiscing of our years working together serving our clients. Words cannot express our sincere gratitude to them both.

Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and in...
06/18/2026

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://bit.ly/4eQkZlo

06/18/2026
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mo...
06/12/2026

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://bit.ly/4v7rjuy

Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repaym...
06/11/2026

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 c...
06/09/2026

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://bit.ly/4eiBF3J

Address

23 Peel Street
Simcoe, ON
N3Y1S1

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1:30pm

Telephone

+15194264595

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