Jerry Snider, CFP
Senior Financial Planner
Jerold is a Senior Financial Planner with over 28 years of background experience in personal and corporate financial planning, accounting, banking, and tax preparation. Jerry has a Bachelor of Commerce from the University of Calgary and after working in both the public and private sectors, including time spent assisting small businesses with accounting and tax issues he began his own practice as a financial advisor with Assante Financial Management Ltd. He provides personal financial and tax planning services to our clients and specializes in tax, investment analysis, cash flow and risk management.
Jerry's main objective is to build a long term client relationship with you by providing top quality service through careful attention to detail and an understanding of your individual needs. He has developed several financial and tax planning strategies which, when implemented, result in saving income tax dollars and maximizing household cash flow. Careful consideration is given to maximizing the benefits of your resources within your portfolio at the same time staying on track for current and future goals.
Inflation Is Not the Only Challenge
May 02, 2022
The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....Read more
Implications of Russia’s invasion of Ukraine and what this means for the investment landscape
Mar 23, 2022
The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....Read more
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