TEAM Financial Solutions

Specialties

We are T.E.A.M. Financial Solutions — a financial services company offering a diverse range of insurance and investment solutions designed to help our clients save, invest, and plan for a lifetime of financial security.

Our trusted advisors can provide relevant and meaningful solutions including: life insurance, group benefit programs, wealth management, estate and financial planning, living benefits and health insurance, personalized retirement and workplace solutions.

But we’re committed to more than great products and services. At T.E.A.M. our mission is to educate and mentor clients through the ever-​changing world of financial planning concepts and solutions that empower our clients to make informed and confident choices that will ensure a brighter financial future.

History

Established in 2012.

T.E.A.M. Financial Solutions Inc. was founded in November 2012 and based on over 15 years financial planning experience of its founder Bill McBay.

Bill joined Sun Life in 1997, then Mutual Life of Canada and began his career in the Financial Planning Industry. Enjoying success early in his career, he was able to maximize opportunity for expansion and in 2003, Bill and his former partner Brian Shaw, incorporated Shaw McBay Insurance & Financial Solutions Inc. After nine successful years in business together they decided to go their separate ways and the birth or T.E.A.M. Financial Solutions came to be.

Meet the Business Owner

Bill M.

Business Owner

I have been an advisor in the financial services industry for over 15 years. I am a Certified Financial Planner™ (CFP®), Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS). Outside of the office, I am very active with the Kin Club of Woolwich which my wife Brenda and I chartered. I enjoy camping with my family and can be found exploring Ontario most weekends in the summer. In the winter, I can be found in a hockey arena with one of my two children.