Dino Berardocco

Senior Financial Planner

Optimize Wealth Management

Life has a lot of challenges, but worrying about your finances shouldn’t be one of them. Dino is always available to help you achieve whatever financial goals you have in mind. He has helped many clients over the years with his knowledge and understanding of this ever changing industry, and he can help you get there too.

Dino has been in the business industry for 21 years and in financial services for 18 years. He is friendly, approachable, patient, energetic and enthusiastic. His admiration of the financial planning industry has made him committed to working with you to make you feel comfortable in reaching your financial objective with a no pressure approach. Dino treats each client’s situation with his or her best interests in mind, and will use his expertise to work out a plan to meet his client’s individual needs. He is dedicated and motivated to helping you reach your financial destination.

Dino was born and raised in Welland, where he currently resides, and is a dedicated husband and father. His willingness to help others is instilled in him and he strives to be there whenever help is needed.

Dino was a volunteer at Tanguay Place, a home for disabled adults, where he was the past President and sat on the Board of Directors for 9 years. He currently sits on the Board of the Notre Dame Alumni Association.

Dino speaks and understands Italian, French and English. If you’re looking for a trustworthy Financial Planner who will be there for many years to come, and who can assist you with a Financial solution that suits you.

Learn More About Our Portfolio Management Team

port-colborne

If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Advisor is always ready to take that step with you and design a financial solution specific to your particular goals and objectives.

NEED FINANCIAL PLANNING ADVICE? SPEAK TO DINO TODAY AND RECEIVE A COMPLIMENTARY PLAN TO ACHIEVE YOUR SPECIFIC GOALS!

Call Dino on (905) 834-9444 or fill out the form below.

Send Us An Email