We want you to have a genuine sense of freedom and security to do the things you want to do, knowing we will look after the rest.

Our Difference

Money is only important to the extent that it allows you to do those things that are important to you.

Our Clients

Business owners, active and retired. We provide holistic planning that integrates the family business with the business of the family.

Executives, who have complex compensation packages. We can collaborate on tax and estate strategies.

Professionals with incorporated businesses. We integrate corporate investment and tax planning with personal tax and estate strategies.

Retirees who want to know their financial and estate affairs are being looked after and that they and their families are going to be ok. We advise in a holistic manner which encompasses family and finances to ensure all the details are looked after so they can live fulfilling lives throughout their retirement

The next generation of client families, whether it be 2nd or 3rd. We help the next generation get established on the right track. It’s not only important to the family; it’s important to us.

Who We Are

CI Assante Wealth Management

We help our clients live a full life by building a comprehensive wealth plan rooted in evidence-based investment research, accompanied by deep caring and commitment on what is important to our clients.

Our advisory group consists of Chad Butnari, Chris Horn, and Mike Andrews. We are supported by a team of multi-disciplined professionals both internally and externally who share our core values that embrace thoroughness, collaboration, and client care.

From a single individual in 1987 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 comprehensive 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.

Our Three Unique’s

Wealth & Wellbeing Integration

Family Focused

Transparent, Innovative and Comprehensive

Our Three Pillars

Our Collaborative wealth planning services are built around three foundational pillars.

Family Unity

Our strategies, whether tax, estate or business always have a lens on the impact to family unity.

Business/Wealth Continuity

Business/wealth and family are intertwined and can lead to conversations that jeopardize continuity. We are always aware and work to ensure business and/or wealth continuity is preserved.

Personal Wellbeing

Money makes some things easier, some things harder. Money does not buy happiness. It’s important to us with financial success, clients are aware of the six pillars of wellbeing which can help them live fun, fulfilling lives.

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