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Thank you front line workers.

Learn how Jeff can help you reach your financial goals.

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Commitment to Value 

Jeff's actions are driven by trust, reliability, empathy, prudence, and innovation. He is committed to contributing positively to the quality of his clients’ lives, and their financial future. With respect and confidentiality, he will give priority to your goals and concerns and work exclusively for your benefit.


Meet Jeff

Jeff prides himself in offering sound, honest, financial advice based on education, knowledge and experience.

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Services & Solutions

Whatever your stage in life, Jeff can help you feel financially assured with a variety of financial  services to meet your specific needs.

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Client Resources

Your financial life doesn’t have to be complicated. Bookmark this page for your one-stop-shop for financial tools and Resources.

TRY THESE FINANCIAL RESOURCES



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Meet Jeff

Your trusted financial and investment advocate.


Getting started

Get to know Jeff a bit better by understanding his values, the process of how he works and what that means for you, his client. When you are ready, follow these three steps.

Step 1: Contact Jeff today to set up a complimentary consultation in-person or online. Yes, it is that simple!

Step 2: At your first in person meeting, Jeff works with you to understand your unique situation, your values, goals and concerns.

Step 3: Jeff will analyze and review your unique financial strategy with you, and begin to implement the road-map.  He works closely to tailor your plan to the time you have, and the financial goals you want.

Let’s Get Started!

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Jeffrey J. McKay, LL.B.  

Investment Advisor, Manulife Securities Incorporated
Insurance Agent, Manulife Securities Insurance Inc.



PHONE: 416-628-5770 ext. 3911



Jeff McKay is an Investment Advisor at Manulife Securities Incorporated specializing in a host of financial services including estate and retirement planning, and business succession strategies. He has acted as an advocate and advisor for professionals and corporations for over 30 years. Prior to becoming an Investment Advisor a dozen years ago, Jeff practiced commercial litigation in downtown Toronto and appeared in every level of court in the province including the Ontario Court of Appeal.

Jeff is a graduate of the University of Toronto Law School and holds an undergraduate degree from Queen's University, Kingston, Ontario in politics and economics. He was called to the Ontario Bar in 1990. Although he is no longer a practicing barrister, Jeff remains an active member of the Toronto legal community.

Jeff prides himself on developing full service relationships with his clients, establishing a thorough wealth management plan combined with a disciplined approach toward investment decisions. Jeff also hosts a series of internal seminars and workshops for clients and friends on a wide range of investment and economic topics. Using leading industry research, Jeff draws on his courtroom experience to deliver informative and dynamic presentations. He is also a frequent presenter to business and professional associations.

Outside the office Jeff is an avid downhill skier and amateur astronomer.  An active university alumnus, he is the class representative for both his undergraduate and law school classes at Queen's and U of T.  Jeff and his wife Catherine of 25 years live in North Toronto with their Goldendoodle dog "Chessy."  Their two sons are proudly following the family tradition studying at Queen's University.

Specialties: 

  • Wealth management with tax efficient solutions 
  • Retirement and estate planning 
  • Business succession 
  • RRSPs and RESPs strategies

Services and Solutions

Customized plans for your unique goals


The Value of Advice

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. Jeff aims to help simplify your choices, giving you added confidence in your financial decisions at. He offers full-service, professional advice and services at an affordable rate.

 

Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about with insurance options that offer peace of mind and put precious time back where it belongs – in your hands. Jeff can provide advice and expertise in solutions such as:

  • Health and Life Insurance
  • Travel Insurance
  • Disability & Critical Illness protection
Get a quote or apply online


Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, Jeff can help you enjoy today while you prepare for tomorrow. He can provide educated advice and expertise for your needs, including:

  • Registered retirement savings plan and retirement income fund (RRSP & RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Estate Planning

An estate plan is organizing your financial affairs and providing for the well-being of your family. By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family. 

Depending on your unique situation, there are different ways to achieve your estate planning goals, including wills, beneficiary designations, powers of attorney, insurance, trusts, tax planning, and charitable gifts.

Try these Estate Planning Tools


Planning for Retirement 

Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream.

Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

Group and Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, Jeff will meet with you to assess your needs and explain your options, such as:

  • Group Benefits & Group Retirement
  • Group Pension
  • Competitive Employee Benefits
  • Business Insurance

Banking Solutions

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. 

Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.  

Learn more about Manulife Bank


Learn more about our services & solutions

contact Jeff today


6-step Financial Strategy Process


STEP 1: Establishing and defining the client-advisor relationship

Jeff will explain or document the services to be provided and defines his responsibilities along with the responsibilities of the client. Together, they should agree on how decisions will be made.

STEP 2: Gathering client data and determining goals and expectations

Jeff asks about the client's financial situation, personal and financial goals and attitude about risk. He gathers all necessary documents at this stage before giving advice.

STEP 3: Analyzing and evaluating the client's financial status

Jeff analyzes client information to assess his or her current situation to determine what must be done to achieve the client's goals. Depending on the services requested, this assessment could include analyzing the client's assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

STEP 4: Developing and presenting the financial strategy recommendations and/or alternatives

Jeff offers recommendations that address the client's goals, based on the information the client provided. He reviews the recommendations with the client to allow the client to make informed decisions. Jeff then listens to client concerns and revises recommendations as appropriate.

STEP 5: Implementing the financial strategy recommendations

Together they will agree on how recommendations will be carried out. Jeff may carry out the recommendations for the client or serve as a "coach", coordinating the process with the client and other professionals such as lawyers and accountants.

STEP 6: Monitoring the financial strategy recommendations

Together, they monitor the client's progress toward goals. Jeff will report to the client periodically to review the situation and adjust recommendations as needed.

Keeping you informed during COVID-19

Insights and Articles

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Your One-Stop-Shop for

Financial Resources

Apply online for Insurance Plans

Travel Insurance Plans

Choose the travel plan that’s right for you. Get help covering unexpected travel expenses. Get help with medical expenses when studying away from home, or help cover emergency medical expenses.

GET A FREE QUOTE OR APPLY ONLINE

Health & Dental Insurance Plans

Flexcare® health and dental insurance plan or FollowMe® Health individual insurance plans are ideal for individuals and small businesses, offering flexibility and choice when group benefits come to an end. 

GET A FREE QUOTE OR APPLY ONLINE

The Association Health & Dental Plans

Health benefits for you, your family – and your employees. Choose from 8 different plan options with great combinations of health benefits that provide you and your family with comprehensive coverage.  Compare Plans.

GET A FREE QUOTE OR APPLY ONLINE

Important Dates & Information

  • 2020 TFSA limit: $6,000
    2019 RRSP limit: $26,500 | 2020 RRSP limit: $27,230  
  • March 2: Deadline to issue T4s, T4As, and T5s and for issuers of TFSAs to file their annual information returns.
    Deadline to contribute to an RRSP for the 2019 tax year (including Home Buyers’ Plan/Lifelong Learning Plan repayments).
  • June 1 2020: Deadline to file personal income tax returns (New date due to COVID-19)
  • Dec 31: Contribution deadline for Registered Education Savings Plans (RESP).
    Deadline to make charitable donations to be claimed for the 2020 tax year.

Estate Planning Tools

There are many decisions you will have to make when planning for your estate. If not thoroughly considered, some of these decisions can have unintended consequences. Try the Will Planning Workbook and Will Planning Checklist below.

Personal Record Keeper 
Will Planning Checklist

Guide to passing on wealth

Executor's Handbook

Group Benefits Online

Manulife group benefits plan members can now submit their claims online.

SUBMIT A CLAIM ONLINE

Group Retirement Online

Manulife group retirement members can log in to their account here.  

SIGN IN ONLINE

Manulife's Mobile App

Manulife Mobile is the only app you need to manage your Group Benefits and Group Retirement plans with Manulife.

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.


For more information on Manulife Bank, visit www.manulifebank.ca

The Advantage Bank Account

Start earning a high interest rate on all your money with a combined chequing and savings account.

OPEN YOUR ACCOUNT

Internet Banking Login

Manulife Bank provides its customers access to their bank accounts 24-hours a day, seven days a week.

CLIENT LOGIN

Manulife Bank Mobile

Deposit cheques at work, pay bills at the store, and send money without leaving home. Download the Manulife Bank app today.   

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.

Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.

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