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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Andrew Serafini, M.Sc.
Landon Dolanz, BBA
Michael Serafini, BBA
Ryan Moroney
Portfolio Manager

Team values

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Client-First Approach

ALM Wealth Management prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, they ensure each client feels valued and supported. Their client-first philosophy drives every decision, ensuring strategies are tailored to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of ALM Wealth Management. The team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, they create a trusted partnership that inspires confidence and builds lasting relationships.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Empowering Clients Through Knowledge

At ALM Wealth Management, staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

1992

Andrew Serafini begins his career as a Financial Advisor at IG Wealth Management.

1994

Andrew transitions to Advantage Investment Services Corp. as a Financial Advisor.

2000

Andrew joins Generation Financial as a Financial Advisor, continuing to build his expertise.

2016

At Credit Counselling Society, Landon supported individuals facing financial hardship by helping them understand budgeting, manage debt, and build stronger financial habits. This role laid the foundation for his client-centered approach.

2022

As a Financial Advisor at Assante Capital Management, Landon worked closely with clients to create personalized financial plans, with a continued emphasis on education, budgeting, and long-term goal setting.

Present

Andrew Serafini, Landon Dolanz, and Michael Serafini come together to form ALM Wealth Management at Optimize Wealth Management, providing comprehensive financial planning and wealth management services.

Supporting our community

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ALM Wealth Management is committed to supporting initiatives that strengthen the community and make a lasting impact. Through their involvement with Regnum Christi Calgary, they contribute to programs that promote faith, education, and service. By supporting Regnum Christi Calgary, the Serafini Dolanz Group helps advance initiatives that bring people together, inspire leadership, and strengthen the foundation of the community through faith and service.

 

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ALM Wealth Management is dedicated to making a meaningful impact in the community by supporting organizations that enhance the well-being of children and families. As part of this commitment, they proudly support the Alberta Children's Hospital Foundation, the official fundraising body for the Alberta Children's Hospital. By contributing to the Alberta Children's Hospital Foundation, the Serafini Dolanz Group helps ensure that children receive the best possible care, supporting a healthier and brighter future for families in the community.

ALM Wealth Management proudly supports Mary’s Meals Canada, an organization that provides daily school meals to children in communities facing food insecurity. These meals help bring children into the classroom, giving them the energy and opportunity to focus on their education and build a brighter future. Mary’s Meals is the primary charitable cause supported by ALM Wealth Management, reflecting the team's dedication to fostering long-term, positive change through nourishment and access to learning.

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.