Strengthening your financial security

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Proud to be a national award-winning advisor

I am very proud to be a Forbes Best -In -State Wealth Advisors in 2024. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact me  to help you see things differently and tee up your financial goals.

image of David McClure

David McClure

Managing Director - Financial Advisor, Senior Consulting Group

704-264-2748
Email |

Latest Insights

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Insurance coverage: Four life stages you need to prepare for

Aug 20, 2024 | RBC Wealth Management

Protection needs evolve over time. Make sure to revisit your strategy for financial coverage as you move through life.

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North American labor markets: Past the point of no return?

Aug 15, 2024 | Josh Nye

Recession risks have risen slightly as labour markets in the U.S. and Canada have cooled. We’re not past the point of no return, but investors should evaluate defensive options in their portfolios.

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