Founded in 1989, McClary Financial is an independent, Calgary based, boutique investment, retirement and insurance planning firm.
From humble beginnings as an insurance brokerage in the Canadian Prairies our strategic planning practice has grown into a well established firm that focuses on serving the complex needs of retirees, small business owners and professionals.
In 2012 the firm expanded into a team structure to meet the growing needs of our diverse client base, the merger added to the qualified professionals on the team and expanded our professional network.
While the face of our practice have changed multiple times over the years, the roots of our planning strategy have remained the same from our start over 27 years ago. Our advice continues to evolve with the changing needs of clients, adaptation to rules, regulations and emergence of new products and strategies.
Through all of this our commitment to serving our clients and building relationships has always continued to be our passion.
Meet the Team
President & Lead Advisor - McClary Financial Inc.
Joe Lee-Owe acquired the McClary Financial Inc. practice five years ago. He successfully merged with the retirement planning practice for which he was the partner for five years prior. As the lead advisor, Joe is responsible for conducting the majority of client sessions and overseeing the advice provided by the team as a whole. A true problem solver, Lee-Owe enjoys finding unique and creative means of resolving client’s financial issues — whether it be retirement, tax or estate planning.
Joe is a people person through and through. He’s energetic, outgoing and positive. When not in the office, Joe spends his time coaching soccer at National Sports Development and traveling with his wife and kids.
Counsel - McClary Financial Inc.
John has been in the Financial Services industry for over 25 years, where he was the principle of a retirement planning practice spanning Western Canada. In addition to founding a professional practice John served as a partner to one of Canada’s largest Managing General Agencies.
John has achieved many accolades that include a long standing member of CIFP, Advocis as well as a life long MDRT member achieving Top of the Table status.
Married for over 40 years, John and his wife Debbie have three children - Josh, Jerrid & Jennifer and enjoy many activities including the outdoors, golf, travel and spending time with their grandchildren.
Office Manager - McClary Financial Inc.
A member of the team for the last four years, Sheryl keeps all office procedures operating efficiently. She believes strongly in a team environment and loves working with others to achieve a common goal. With a passion for growth and development, Sheryl is working towards completing the LLQP (Life License Qualification Program.)
When away from the office, Sheryl loves spending quality time with family and friends — including her husband, their dog and their two adult children. She loves gardening, travelling and reading!
Life Insurance Advisor - McClary Financial Inc.
As an associate at McClary Financial, Will’s primary responsibilities include working with clients on investments, insurance analysis, retirement planning and specialized support. His passion for following trends in the Canadian and global markets keeps him sharp when it comes to creative problem solving.
Known for his affable nature, Will is easy to build rapport with and always puts his clients needs first. On days off, you can usually find him playing tennis, studying or walking his dogs with his wife around McKenzie Towne pond.
Processing Administrator - McClary Financial Inc.
Cheyenne has been a part of the team for the last three years, and is passionate about the company ethos and the diverse individuals with whom she works alongside. Cheyenne takes pride in providing the best possible service for her clients, and always rises to the occasion of challenging situations. In her free time, she loves a calm evening with her kids or a night out on the town enjoying live music!
Eva has been with McClary Financial for the last nine months and is always known for working hard and with a smile. As the Receptionist + Administrative Assistant, she enjoys being the point of contact for the company and creating a welcoming space for clients. On a typical Saturday, you can find Eva spending time with her husband and toddler. She loves entertaining, cooking up new recipes and practicing drums.