The significance of money is only to the extent that it allows you to do those things that are important to you.

Michael Andrews

Wealth Advisor
Author of Your Time is Now

Our Difference

To help you have a genuine sense of freedom and security – beyond just money – to do the things you want to do, knowing we will look after the rest.

Who We Work With

We primarily work with business families (active or retired), professionals, and retirees. We specialize in helping people who are going through a life transition whether that is a business succession/sale, retirement, the passing of a loved one, separation, or other events that may occur. We work with individuals and families who have $1 million or more in investable assets or are willing to pay the costs associated for our services.

Who We Are

The Andrews Group of Assante Capital Management Ltd.

Since 1987, Mike Andrews has had client service at the front of his mind. Mike’s goal then, and The Andrews Group’s goal today, is to have a significant, positive impact beyond just money in the lives of our clients; to help you have a genuine sense of freedom and security to do the things you want to do.

From a single individual to a thriving, multi-faceted team, The Andrews Group has succeeded based on our desire to consistently innovate, be proactive and be a leader in the industry, a champion for our clients and always provide exemplary advice. We want to make a difference in our client’s lives, freeing their time through our wealth planning services to allow them to do what they enjoy. We are always looking ahead so our clients can enjoy the present and be better prepared for the future.

CI Assante Wealth Management

CI Assante Wealth Management’s history traces back over 30 years, to the early 1980s when professionals at two respected Canadian investment firms recognized that the financial industry was becoming too complex and impersonal. They decided to create a company that would provide a broader, more integrated suite of services delivered from a single source. As a wholly-owned subsidiary of CI Financial Corp., Assante’s distinctive offering is backed by the resources of CI.

CI (TSX: CIX) is a diversified wealth management firm and a true success story. Since it began managing money in 1965, CI has grown into one of the top three firms in its industry, with approximately $152.1 billion in assets under management and wealth management assets of $232.0 billion, for total assets of $384.1 billion as of December 31, 2021.

We free our clients time to do the things they enjoy, we protect them from potential dangers, we guide them through complexities, and we provide clarity of the present, a road map for the future, and advice that touches every aspect of their life.

Integrated Wealth Planning

Wealth planning is not an event, but an ongoing process, integrating all aspects of your wealth including money and family dynamics.

Are all aspects of your wealth represented in your current plan?

Estate Planning

You have worked hard for your assets. We will work just as hard to structure your wealth so your goals are achieved and executed in the most tax efficient, harmonious way possible.

Do you have a plan in place for your passing?

Philanthropy

Our clients are passionate about helping family, friends, and their communities. Any planned charitable giving must fit into your financial and personal goals.

How can you best use your money to make a difference in the lives of others?

Insurance / Risk Management

Areas of vulnerability can have an adverse effect on your financial security, and insurance can be a component of risk management. Our belief is that insurance with a purpose is a strategy. Without a real purpose, insurance is a product that is sold. We always discover the purpose within the bigger wealth plan.

Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Is your family or business going to be protected in the event of an unforeseen tragedy?

Business Succession / Sale Planning

The decision to sell a business – whether to family members or not, is a pivotal moment in an entrepreneur’s life. Expertise and planning is required to establish a value while minimizing taxes and reducing the risk of any negative feelings between family members.

Are you prepared for any issues that might arise on the sale of your business?

Retirement Planning

Peace of mind and knowing your wealth will last your lifetime and beyond is a priority for our clients. We work to determine precisely what your lifestyle needs are, while you only have to focus on what’s important to you.

Do you know what your current lifestyle costs are today? How much money will you need for your retirement goals?

Portfolio Design

Our approach is based on evidence-based research, not marketing hype. We utilize institutional money managers known for their discipline, focus, and ethical standards, who have a consistent long term performance record.

Can you distinguish between a marketing pitch and an authentic investment strategy?

Our Services