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About

Learn more about us, why we do what we do.

Helping Clients Achieve Their Goals for Over 40 years

The team at Gateway Tax and Financial Services works hard to be your gateway to the future. Established in 1984, Gateway has worked hard for clients since day one. Throughout the 35+ years of service, Gateway’s financial plans have withstood the test of time. Gateway puts the client first and offers solutions that can meet the clients’ goals.

At Gateway Tax and Financial, we aim to be your peace of mind financial specialists. We pride ourselves on bringing new solutions to customers that truly contribute to their overall goals. Our income tax services work to maximize your tax return. Our life and travel insurance solutions protect you from the unknown. Our mortgages provide you with greater flexibility. Altogether, our solutions offer you one unmatched financial plan.

accounting, report, credit card
consultant, office, business

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Why Choose Us

1000+

Tax Returns Filed

1600+

Happy Customers

100+

Financial Plans Made

35+

Years In Service

Testimonials

“Sherry has been doing our taxes since we moved to Cambridge in 2006. She’s super fun and even more knowledgeable. She’s helping us plan our retirement in 5 yrs. Sherry and her team are highly recommended!!”

– Patti

“I have had the pleasure of working with Sherry in several stages of my life. Through financial, retirement and tax planning, I could not have found a better service or more sound advice. Sherry’s knowledge and caring demeanor went above and beyond my level of expectation. I have and will recommend Sherry’s services to my friends and family for all their financial needs. Thank you, Sherry, for all your help and advice, I could not have done it without you.”

– Joe

“Been using Gateway Tax & Financial for years, and the rest of my family too. They are very good at all things financial and have always taken care of us! Highly recommended!”

– Jerems

Meet The Team

The friendly faces that are here to help you

Sherry McKenzie

Sherry McKenzie is a practicing Financial Planner in Cambridge, ON. She has taken great pleasure in serving the community of Cambridge since 1984. Throughout those 38 years, she has created sound financial plans that have stood the test of volatile markets, offering solutions to a vast array of financial dilemmas. Sherry has also procured the maximum tax refund for her clients, utilizing all credits and deductions available.

Woman of Distinction (2011)
Member and Contributor

Robert King

Robert King is a qualified personal representative for both your personal financial and insurance needs.  For the past 4 years, Robert has been offering his help to members of the Cambridge, ON community and the clients at Gateway Tax and Financial Services.  Rob currently holds a life insurance license from LLQP and he continues to work toward his Certified Tax Professional designation.