The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Clint Graham, CFA, CFP, CIM

Wealth Management Advisor

Clint has been in the financial industry for over 8 years, and for the last five of those, as a successful planner and advisor with Assante Financial Management. He works with families and businesses to navigate the world of investment, retirement, and estate planning. From the initial plans of a growing family to the complex needs of a business succession plan, Clint and his team help his clients make, and execute, well informed financial decisions. He literally removes the stress.

 

After graduating with a Finance degree from Griffith University in Queensland, Australia, Clint began as a corporate finance analyst for an investment bank, later advising at a boutique investment dealer. Clint holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Planner, and a Chartered Investment Manager (CIM). Clint is also an active member of the Calgary CFA Society. With his diverse knowledge of the financial industry, Clint brings practical experience to his investment, risk management, and financial planning advice.

 

Clint was born and raised in Southern Alberta and grew up on a ranch outside of Airdrie, Alberta. He knows the value of hard work and commitment to purpose. Clint enjoys going back to the family ranch, to spending time with his family and friends.

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

Read more

Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

Read more

Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Read more

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

221-10th Avenue SE Suite 204
Calgary, Alberta
T2G 0V9 Canada