About Us
Derek McClary CLU, ChFC, CSA
is the President and CEO of McClary Financial Inc., a Financial Planning firm consisting of 14 Financial Advisors. Derek has been in the Financial Planning business for over 20 years. As a Charter Life Underwriter he has advanced knowledge in life and health insurance as well as estate and tax planning. As a Chartered Financial Consultant, Derek posses advanced knowledge in wealth accumulation and retirement planning.
His years of experience has been demonstrated in conducting educational seminars for a number of Calgary’s largest Financial Institutions, as well as conducting educational workshops in the oil and gas industry on investments, accumulation and retirement strategies. He also has authored various articles for a number of periodicals including the Prospective, for the Human Resources Association of Calgary, on Employment retention Strategies.
On October 25, 2009, Derek McClary completed a comprehensive course on priority senior issues. The course is conducted by the Canadian Academy of Senior Advisors, the Canadian licensee of the Society of Certified Senior Advisors, an International organization that has trained over 19,000 professionals in North America. Successful participants complete a thorough examination to earn the Certified Senior Advisor, CSA™ designation. Derek McClary has taken this educational initiative to become a professional leader in meeting the key needs and issues concerning senior citizens.
As a Certified Senior Advisor (CSA), Derek McClary will participate annually in continuing education provided by the Academy. The CSA membership will ensure that Derek remains an informed professional for the 50 plus and senior citizens.
Derek McClary's continuing passion is personal financial planning specializing in retirement and estate planning. Ask him what he does and he will tell you “I am a financial puzzle solver.” McClary Financial Inc. is committed to helping people put the various pieces of their financial puzzle together …no matter what stage in LIFE.
Learn more about my designations.
Phone: (403) 452.5694 | E-mail Derek McClary |
