Jerry Snider, B.Comm, CFP, EPC
Senior Financial Planner
Welcome. As an Assante advisor my goal is to help my clients achieve financial independence and the kind of life they want to live.
I do this by developing comprehensive and personalized financial strategies tailored to their personal dreams and goals.
Behind me are the resources and expertise of Assante, one of Canada's largest independent non-bank owned financial services firms. As your Personal CFOTM I offer integrated and comprehensive financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning.
As an Assante advisor, I believe every client deserves exceptional service. That's why I get to know my clients - their jobs, their family, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.
Please take the time to browse through my Web site. On it you'll find important information about:
- What to look for in an advisor and how Assante's unique combination of personalized service, expertise and choice is hard to beat
- What to expect from me as your Personal CFOTM - my background and expertise
- What sets Assante apart from other financial services firms - our history and how we've grown rapidly across Canada by delivering wealth management solutions
Thank you for visiting my Web site. I believe every family can have a better quality of life with the help of an Assante advisor. Please contact me at your convenience to find out how I can help you achieve your dreams.
Mission
We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.
Founded in 1995, Assante Corporation is a leading provider of integrated wealth management solutions in Canada through its network of advisors.
Assante offers its exclusive and customized wealth management services through its subsidiary companies. These companies offer a comprehensive range of services - from investment counselling to insurance and estate planning - helping individuals manage their assets and lifestyle needs.
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