Clint Graham, Cfa, Cfp, Cim

Clint Graham, Cfa, Cfp, Cim Email and Phone Number

Founder @ JayPlans
Calgary, AB, CA
Clint Graham, Cfa, Cfp, Cim's Location
Calgary, Alberta, Canada, Canada
Clint Graham, Cfa, Cfp, Cim's Contact Details

Clint Graham, Cfa, Cfp, Cim work email

Clint Graham, Cfa, Cfp, Cim personal email

About Clint Graham, Cfa, Cfp, Cim

Clint has been in the financial industry for nearly a decade. He has a successful planner and advisor with Hein Financial Group & Assante Financial Management since 2016. 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 (CFP), 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, and spending time with his wife and daughter.

Clint Graham, Cfa, Cfp, Cim's Current Company Details
JayPlans

Jayplans

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Founder
Calgary, AB, CA
Clint Graham, Cfa, Cfp, Cim Work Experience Details
  • Jayplans
    Founder
    Jayplans
    Calgary, Ab, Ca
  • Hein Financial Group
    Wealth Management Advisor
    Hein Financial Group Nov 2016 - Present
    Calgary, Alberta, Canada
  • Ci Assante Wealth Management
    Wealth Management Advisor
    Ci Assante Wealth Management Nov 2016 - Present
    Calgary, Canada
  • Leede Financial Markets Inc.
    Investment Advisor
    Leede Financial Markets Inc. Feb 2014 - Jul 2015
    Calgary, Canada Area
  • Peters & Co. Limited
    Corporate Finance
    Peters & Co. Limited May 2011 - Aug 2011
    Calgary, Canada Area

Clint Graham, Cfa, Cfp, Cim Skills

Wealth Management Retirement Planning Financial Planning Investment Management Portfolio Management Asset Management Strategic Planning Financial Modeling Financial Analysis

Clint Graham, Cfa, Cfp, Cim Education Details

Frequently Asked Questions about Clint Graham, Cfa, Cfp, Cim

What company does Clint Graham, Cfa, Cfp, Cim work for?

Clint Graham, Cfa, Cfp, Cim works for Jayplans

What is Clint Graham, Cfa, Cfp, Cim's role at the current company?

Clint Graham, Cfa, Cfp, Cim's current role is Founder.

What is Clint Graham, Cfa, Cfp, Cim's email address?

Clint Graham, Cfa, Cfp, Cim's email address is cg****@****ail.com

What schools did Clint Graham, Cfa, Cfp, Cim attend?

Clint Graham, Cfa, Cfp, Cim attended Griffith University, Southern Alberta Institute Of Technology.

What skills is Clint Graham, Cfa, Cfp, Cim known for?

Clint Graham, Cfa, Cfp, Cim has skills like Wealth Management, Retirement Planning, Financial Planning, Investment Management, Portfolio Management, Asset Management, Strategic Planning, Financial Modeling, Financial Analysis.

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