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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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.
Jeff McKay is an Investment Advisor at Manulife Wealth Inc. 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.
We help people protect what is important to them. With the right Insurance solutions and products, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which may include:
Needs Analysis and Risk Management
Travel, Life, Health and Dental Insurance
Long-Term Care Insurance
Disability and Critical Illness protection
Investment Solutions
Whether you’re investing for the first time, saving for the future or embarking on retirement, let us help you build a plan to meet your needs and reach your unique goals. We will provide you with expert advice on the best investment products and solutions based on your unique priorities and risk tolerance.
Portfolio options and diversification
Guaranteed Investment Certificates (GICs)
Registered Retirement Plans (RRSP, RRIF)
Registered Education Savings Plan (RESP)
Tax-free Savings Account (TFSA)
Tax & Estate Planning
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. An estate plan needs to align with your whole financial picture, including investments and insurance.
Expert advice on tax planning strategies to minimize or defer taxes, and maximize deductions
To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. There’s one factor that plays a role in every successful retirement — good planning.
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, we will meet with you to assess your needs and explain your options, some of these could include:
Group Benefits & Group Retirement
Group Pension
Competitive employee benefits
Business insurance solutions
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 goals.
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
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