McNary Insurance and Financial Services is a financial planning firm that serves clients across Alberta, BC, and Ontario. As the owner and a Certified Financial Planner, I provide comprehensive and customized solutions that address the financial health, happiness, and harmony of individuals, families, and businesses.
With over a decade of experience in the financial industry, I have acquired the Investment Funds in Canada and the Life and Health Insurance License credentials, which allow me to offer a wide range of insurance and investment products and services. I have also earned the Advanced Certificate in 3H Financial Planning from FP Canada, which reflects my holistic approach to helping clients achieve their financial goals and values. I have developed strong skills in client relationship management, financial analysis, risk management, and portfolio optimization. I am passionate about empowering people to make informed and confident financial decisions that align with their needs and aspirations. My mission is to deliver exceptional value and quality to my clients and partners, and to contribute to the financial well-being and prosperity of my community.
When I’m not at my desk you can find me volunteering as a coach for my son's hockey team. Sports have a special place in my heart -- I’m an avid enthusiast of hockey, golf, and tennis. When the sun's out, I cherish outdoor moments with my wife and two sons.