Jim McKay, CD

Broker Consultant

The Retirement, Investment, Estate and Tax

(R.I.T.E.) Planning Team


36051 Regal Parkway
Abbotsford, BC  V3G 1L1

jimjesmc@shaw.ca

Jim McKay
Financial Advisor
"Making financial freedom a reality."
  

Providing life, disability and health insurance, together with financial services.

Broker, Representative

Description of Services:

Through the use of professional programs, I assist individuals and businesses in the attainment of their financial goals and objectives.

Assisting:

Individuals

  • developing and achieving financial goals
  • retirement planning, estate planning, life insurance planning
  • annuities, RRSPs, RRIFs, LIFs, LIRAs, RESPs and GICs.
  • disability, critical illness and long term care insurance.
  • extended health and dental plans

Business owners:

  • employee benefits and pension planning
  • extended health and dental plans
  • home based/small business benefits
  • health trust plans.

 


Jim McKay, CD
36051 Regal Parkway, Abbotsford BC., V3G 1L1
Phone: 1 604 852-0030, Cell: 1 604 308-2899, Fax: 1 604 852-0086
Vancouver toll free: 857-1200-0030 Ext-0030
E-mail: jimjesmc@shaw.ca

 

Jim was born and raised in British Columbia and has been a resident homeowner in Abbotsford for over 5 years. While a member of the Canadian Army, Jim lived in Winnipeg, Toronto, Ottawa, Montreal, Quebec City and New Brunswick. He also enjoyed a 2 ½ year posting at a major NATO Headquarters in Heidelberg, Germany. His tenure in the Canadian Forces included service with the Royal Canadian Artillery, and positions as an instructor and training administrator. Jim was involved in the Military Intelligence and International Arms Control for several years. Jim was also an integral member of Arms Control Inspection teams in the Czech Republic and Russia.

After 33 years, Jim retired from the Canadian Forces in 1995 and joined Sun Life Financial as an Insurance Agent. He gained his qualification in Investments though The Investment Funds Institute of Canada in 1997 and is currently pursuing his Certified Financial Planner (CFP) designation.

Jim has been associated The R.I.T.E. Team since 1998 and takes a keen interest in assisting families with their Income Protection, Estate and Retirement Planning. He also is closely involved in business situations in providing Health Benefits Plans, Group Retirement and Business Continuation Planning.

His personal interests include travel, photography, volleyball and badminton.  He is an active committee member of the Valley Business Networking, a member of the Royal United Services Institute, Vancouver, and a supporter of Big Brother, Big Sisters,Fraser Valley.

Currently wanting to assist
  1. Individuals and families in achieving their financial goals and aspirations; and

    b. Business owners in ensuring sound business continuation plans are in place and providing valuable employee benefits.

Talk to Jim for one who's BEEN THERE, DONE THAT!!

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