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

In the world of investing, time is your friend

Sep 15, 2022

Market downturns and recoveries are easier to handle when you look at the long term—and at the silver lining....

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Ever get emotional about your investments?

Sep 15, 2022

Often, it’s okay to follow our emotions—but not when it comes to investing. See why our emotions tempt us to do the opposite of what’s best for us....

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Prepare your children for financial responsibility

Sep 15, 2022

Youth who develop financial literacy at home will manage money better once they leave. Find out about four principles and practices you can help them acquire....

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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