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. 

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.

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?

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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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Jerry Snider CFP

Senior Financial Planner

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

5917-1A St SW Suite# 105
Calgary, Alberta
T2H 0G4 Canada