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.
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
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