About

Family

I am very blessed to have my adult children, Brandon and Maddy in my life with their partners along with my partner, Jennifer Condie. We enjoy golfing , canoeing , cooking and camping among anything else we can share together.

Certified Financial Planner

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.

Author

Financial Planning Is Different at Various Stages of Your Life

In Myths and Truths of Financial Planning throughout Your Life, financial planner Bill McBay shares the myths and truths in a way that will let you examine your own financial life to see how you stack up. Are you on the right course or do you need a course correction?

In this quick and easy read, you’ll learn:

Exactly what a financial plan is
How to choose the right financial advisor for you
Financial planning myths and truths for people about to be married
Financial planning myths and truths about providing for your child’s future
Financial planning myths and truths about preparing for the end of your life
Financial planning myths and truths about dealing with the death of a loved one
And more, including specific legal and insurance information for Canadians

The book is based on Canadian law and government regulations.

Bill’s easy, humorous writing style will ensure you actually enjoy learning how to take care of your financial life by following the truths and not the myths.

Community Leader & Philanthropist

Bill has always been a philanthropist at heart and makes regular giving a part of his everyday life. Through partnerships with service clubs and not for profit organizations he has raised hundreds of thousands of dollars for local and national charities.