Your partner in personalized, full-service wealth management

Andrew Serafini is passionate about guiding clients on their financial journeys. He began his career in the financial services industry in 1992, after fifteen years in the petroleum industry, including 8 years overseas, during which he developed his passion for investing. He firmly believes that success in the financial industry is built on honesty, competency, and treating others with respect.

Andrew is committed to understanding the unique situations and long-term goals of clients and developing strategies to help them achieve financial success. With a client-first mindset, Andrew is dedicated to providing clear, practical financial solutions that evolve alongside his clients' changing needs. He is committed to building long-term relationships to help his clients feel confident and secure in their financial futures.  Helping clients retire comfortably and create lasting legacies for generations to come are aspects that Andrew finds most fulfilling.

He and his wife, Karen, have had the privilege of raising seven children. Their faith and family are their highest priorities. They are committed to being good stewards of the many blessings they have received through the years by volunteering and donating generously to numerous charities. This includes sponsoring a school lunch program in Malawi through Mary's Meals.

Landon Dolanz has a background in business operations, credit counselling and financial education. This experience prepared him to join Andrew in 2022 as an Investment Advisor with Assante Capital Management.

Landon’s expertise is in income allocation, with a focus on helping clients build savings through budgeting and responsible credit use. His credit counselling background has sharpened his active listening skills which enables him to help clients define their goals and create retirement plans.

One of Landon’s proudest achievements was paying off all of his student loans two years from the date he graduated — an outcome made possible by his commitment to budgeting. This inspired in him a passion for supporting younger clients working to manage their money more efficiently and achieve specific milestones.

Spending his personal time with friends and family, cooking, kayaking, camping, and refurbishing furniture are favourite pastimes. He also has a little Scottish Terrier named Norman whose lively personality adds plenty of joy to his downtime. Landon’s philosophy: smart budgeting creates freedom today and security for tomorrow.

Michael joined Andrew in 2021, balancing work with completion of a business degree and industry certifications. He earned his Bachelor of Business Administration in Finance from Mount Royal University, completing the coursework required for the Certified Financial Planner designation through capstone classes. His strong work ethic and disciplined saving habits throughout his education have positioned him to confidently pursue his career and plan for a family.

Now as an Investment Advisor with a commitment to financial literacy and long-term planning, Michael enjoys guiding clients through financial concepts to help them make informed decisions about their savings, investments, and overall financial well-being. He is dedicated to empowering individuals and families to take control of their financial futures with clarity and confidence.

Ryan Moroney is a Portfolio Manager at Optimize who helps clients align their investments with long-term goals. He believes portfolio management is more than asset allocation — it’s about providing steady guidance, clear communication, and high-quality support through each financial decision.

Problem-solving has always come naturally to Ryan; it’s what drew him to financial services. He finds purpose in tackling complex challenges and designing personalized strategies with advisors, while witnessing clients gain clarity and confidence along the way. 

When he’s not working, Ryan recharges by travelling and attending live music events. These experiences help him maintain a balanced life full of diverse perspectives.