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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

Dino Berardocco
Wealth Planner
Nick Cup, MBA, CFP, CIM®
Portfolio Manager
Stuart Hinshelwood, CIM®
Associate Portfolio Manager

Team values

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Integrity as Our Foundation

At The Berardocco Group, integrity is the cornerstone of our practice. We are dedicated to acting with honesty, fairness, and accountability in every decision we make. Our team prioritizes ethical standards and ensures that all recommendations are aligned with our clients' best interests. By staying true to our values, we build lasting relationships based on trust and respect, helping our clients feel confident and secure as they navigate their financial journey with us.

Transparency in Every Step

Transparency is at the heart of The Berardocco Group’s approach. We believe that open, clear communication is key to building trust and confidence. By demystifying financial strategies and providing full disclosure, we empower our clients to make informed decisions. Our team ensures you always understand the “why” behind our recommendations, fostering clarity and confidence as we work together to achieve your financial goals. With us, transparency isn’t just a practice—it’s a promise to put your needs first.

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Client-First Approach

At The Berardocco Group, our clients always come first. We take the time to understand your unique goals, priorities, and challenges, tailoring our advice to suit your specific needs. Our team is committed to providing personalised service, proactive solutions, and unwavering support at every stage of your financial journey. By focusing on your success, we aim to create long-term partnerships that deliver meaningful results and peace of mind, ensuring your financial well-being is always our top priority.

Timeline

1999

Dino Berardocco begins his career at Ross Dixon Financial as an Office Manager, gaining valuable experience in financial operations and client service.

2002

Dino joined Dundee Wealth as an Office Manager and Financial Advisor, expanding his expertise in financial planning while managing office operations.

2013

He transitioned to HollisWealth as a Financial Advisor, providing clients with tailored wealth management solutions and investment strategies.

2016

Dino became a Financial Advisor at FundEX Investments, continuing to develop customized financial plans and investment strategies for individuals and families.

2020

Dino joins Optimize Wealth Management as a Wealth Planner, delivering comprehensive financial planning services to help clients achieve long-term financial success.

Supporting our community

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As a board member of the Notre Dame College School Alumni Association, Dino plays an active role in preserving and enhancing the legacy of his alma mater. He works closely with fellow alumni to raise funds that directly contribute to educational programs, upgraded equipment, and student enrichment initiatives. His efforts help provide students with better learning resources, extracurricular opportunities, and a more fulfilling academic experience. 

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Dino Berardocco is a dedicated supporter of Tanguay Place in Welland, Ontario, a non-profit organization committed to fostering independent living for adults with physical disabilities.  By advocating for inclusivity and independence, Dino plays a role in strengthening the organization's mission to provide a safe, empowering environment. His efforts contribute to maintaining a community where individuals with disabilities have the freedom to set their own goals, make choices, and live with dignity in a supportive and accessible setting.

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Promoting cultural awareness and unity is a core value for The Berardocco Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Their involvement highlights a commitment to creating a more inclusive and compassionate society for generations to come.

@ 2025 - Optimize Asset Management

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.