Assante Capital Management Ltd.
371 Dufferin Avenue
London, Ont.
N6B 1Z5
Email: mandrews@assante.com
Phone: (519) 438-0338
Toll Free: 1-800-547-9669
Fax: (519) 438-5901
THE FIRM
Assante Wealth Management's history traces back 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 its global resources of CI.
CI is 36% owned by The Bank of Nova Scotia, a large international financial services organization. CI Financial Corp. (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 $74 billion of assets under management and approximately $97 billion of fee-earning assets**
The Andrews Group is an advisory team within Assante Capital Management Ltd. comprised of highly experienced and accredited professionals working together to provide you with a superior wealth advisory experience.
** as of September 30, 2012
YOUR WELL-BEING
We are proponents of living a life of health and fulfillment. We will work with you to establish annual goals and potential epics. Medcan, which specializes in preventative health care for entrepreneurs and executives, is an example of our professional referral network. Our newsletter “Wealth & Well-Being” highlight thought provoking articles and stories for our clients to enjoy.
The Wealth & Well-Being newsletter recognizes the importance and attempts to balance the business of wealth management with the need for your personal well-being. It is with this balance in mind that the focus the newsletter is to educate and hopefully inspire you to recognize the need for maintaining both.