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. 

Mitchell McClung, B.Comm.

Financial Advisor

Mitchell's passion for finance began while studying International Business at MacEwan University. He recalls attending his introduction to finance class and listening to his professor explain that "finance is not about working for your money, it's about getting your money to work for you." In that instant he was hooked and enrolled in every financial class available to him. He strongly believes that anyone can obtain wealth and become financially independent by committing to a plan and creating financially responsible habits. It is these qualities and many more that he is excited to help you develop as an investor.

Outside of work Mitchell loves being outdoors, and spending as much time as possible with his wife and two young boys.

Recent Posts

(The Process Of) Economic Normalization and What That Means for the Outlook

Jul 02, 2024

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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Mitchell McClung B.Comm.

Financial Advisor

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.

 

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Office Address

309 - 6 Street S. 2nd Floor
Lethbridge, Alberta
T1J 2C7 Canada