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.
Our 2024 Wish List
Jan 23, 2024
Is the great inflation battle really over? Investors' wishes for a prosperous year might just come true. Explore the trends shaping your investments in 2024....Read more
What to expect in 2024
Jan 18, 2024
As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....Read more
Making the most of a First Home Savings Account
Jan 04, 2024
Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....Read more
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