Greg Snider, CFP, MFA-P, EPC

Senior Financial Planner, The Beacon Group of Assante Financial Management Ltd.

About Greg Snider

Greg has a unique ability of helping his clients see their bigger future. He invests the time to help them visualize their ideal future, understand their current reality and then implement solutions that fit their family’s values.

For 35 years Greg has supported over 1,500 people by assisting them to navigate the challenges of creating and preserving their wealth. He helps instill security, peace of mind, and meaningful legacies for these families, and takes care to incorporate their philanthropic wishes for those causes that are important to them. Greg is a Certified Financial Planner®, Elder Planning Counsellor, and more recently has earned the Master Financial Advisor-Philanthropy (MFA-P) designation. Greg’s guidance on prudent tax management has saved more than $8 million for the families with whom he has worked.

Greg is an active board member for JazzYYC with its vision to serve and nourish the jazz community in the Calgary area. Greg shares his home life with his wife Priscila, and one of his six children, Steven. He has a passion for travel, music, and ballroom dancing. One of Greg’s favourite quotes is, “The more you live the less you die.”

Typical Clients

Our clientele are generally family stewards, who seek ways to create meaningful experiences and results for themselves and those around them.  They understand the value of professional advice and are wanting responsible recommendations.  The people we work with are often operating in a professional capacity, and have reasonable control of their own destiny through management or ownership within businesses.

Many of our clientele are active within their community, experience the wonders of the world around them, and live life with purpose.  They look for ways to manage their risks while taking advantage of prudent tax planning opportunities.  They seek support in creating good inheritors and building confidence in the next generations ability to handle wealth.

Most have interest in creating and leaving a meaningful legacy to their family and community with the wealth that they have created. While they are similar in traits, these families are unique, and require customized integrated wealth planning strategies.