The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Andrew Serafini

SENIOR INVESTMENT ADVISOR

I was born and raised in Calgary, and spent most of my formative years hiking, climbing, fishing, skiing, and cycling in the Canadian Rockies.  I continue to enjoy our beautiful surroundings with my wife, Karen, and seven children.

My passion for investing began during my initial work career in the petroleum industry, eight years of which were overseas.  In 1992, I turned this passion for investing and a strong desire to help others take care of their financial well-being into a new career.

I now enjoy a thriving wealth management practice.  I have teamed up with several other advisors with whom I share a commitment to hard work and integrity. All of the partners are licensed through Assante Capital Management Ltd., which is registered with the Investment Industry Regulatory Organization of Canada.

My professional training and affiliation with Assante enables me to offer a wide range of wealth management solutions to my clients.

I am very dedicated to the business and deeply value my partners and all of my client relationships.

Recent Posts

(The Process Of) Economic Normalization and What That Means for the Outlook

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Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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Determining which donation method suits you best

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You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

6025 - 11th Street SE Suite 120
Calgary, Alberta
T2H 2Z2 Canada