Client Testimonials

"After my husband's unsuccessful surgery for pancreatic cancer we asked my brother, who is a financial planner in New Brunswick, whether he knew anyone in Calgary who could make sure I was looked after financially. My brother was quick to recommend Derek McClary of McClary Financial Inc.

Derek visited us in the hospital and many times at our home in the months that followed. We found Derek to be both a compassionate and knowledgeable man and my husband quickly saw that I was going to be in good financial hands. The three of us set to work on a financial plan to provide me with a secure financial future.

After my husband's death Derek gently guided me through the many things that had to be done and we met frequently. Derek's support, planning and guidance helped my husband leave this world peacefully as he knew and saw that I would be taken care of financially.

I would recommend Derek McClary of McClary Financial Inc. to anyone looking for a competent and caring advisor to help create a secure financial plan."

– Anne Maclean

"We have found Derek sincere and very committed to his work and clients, someone who loves what he does and has a passion for helping with finances. Keep up the great service."

– Marlyss & Ron

"I don't know what we would have done if it wasn't for Derek and his assistance with our financial planning. His service has been outstanding."

– Pat & Mike

"You can count on straightforward advice and have the peace of mind that he is looking after your needs, he certainly has helped us put the pieces together."

– Dave & Lorraine

"We have always been careful when putting our trust in an individual or Company that holds so much influence on our financial status – both now, and more crucially , at our retirement. Over the last 10 years we have found Derek to be a unique individual … extremely knowledgeable but more importantly absolutely honest and trustworthy. He truly has had our best interests at heart. We highly recommend Derek to anyone looking for a sense of peace in their future plans."

- Doug & Katherine

"My wife and I have been utilizing the services of McClary Financial for the past 2 years. McClary Financial setup a financial plan for us and provided a hardcopy for our reference. This is the most comprehensive plan we have seen. We converted our funds to funds brokered by McClary Financial, and this has been a very successful transition. In the past, we have relied on several financial planners for our investment needs, and we have found McClary Financial to be, by far, the best.

We plan to have a long-lasting relationship with Derek, Heather, and McClary Financial."

– Dean & Michelle

"Derek has been our advisor for 18 years and we have found him to be very knowledgeable and extremely thorough in researching our needs. We greatly appreciate his warmth and sincerity."

– George & Janice

"Derek McClary came into our lives as we neared retirement and we wish that meeting had been much sooner. The service and communication re: our finances have been outstanding, and our financial performance has strengthened significantly over previous bank and investment results... even in market downturns. As a result, we have transferred all of our various funds into his trustworthy and extremely knowledgeable management."

– Mike & Pat