Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The Bergeron Group, 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

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

The Bergeron Group prioritizes personalized service, paying careful attention to each client’s unique goals and needs. Our diligent personalization builds trust and fosters meaningful relationships, helping clients feel valued and supported in their financial journeys. This client-first approach drives every decision we make, enabling us to design strategies that are tailored to achieve meaningful outcomes.
At The Bergeron Group, integrity is more than just a principle — it’s our commitment to always act in the best interests of our clients. Our team believes in doing what’s right, even if it’s not the easiest path. We hold ourselves to the highest professionalism and industry standards, so clients receive personalized, meaningful financial guidance.
At The Bergeron Group, staying informed and knowledgeable is a top priority. Our team avidly tracks industry trends to provide prompt guidance that reflects the latest market developments. By offering up-to-date strategy recommendations and educating clients on the “why” behind them, we make clients feel well-informed in every decision they make. This commitment to education helps clients feel confident as they navigate their financial journeys.

Timeline

1992

Andrew Serafini began his career as an Investment Advisor at Investors Group.

1994

Andrew moved to Advantage Investment Services as an Investment Advisor.

2000

Andrew transitioned to Generation Financial as an Investment Advisor.

2007

Andrew joined Assante Capital Management as an Investment Advisor.

2016

Landon began working at the Credit Counselling Society, supporting individuals facing financial hardship and providing financial education.

2021

Michael Serafini began working part-time for Andrew with Assante.

2022

Landon joined Andrew and began working with Assante as an Investment Advisor.

2025

Michael completed his BBA in Finance and began working with Assante as an Investment Advisor.

2025-Present

Andrew, Landon, and Michael joined Optimize Wealth Management and formed ALM Wealth Management.

Supporting our community

The Bergeron Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

Advancing pediatric health is a priority for The Bergeron Group. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.

Promoting cultural awareness and unity is important to The Bergeron Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.