Senior Financial Planner
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, Dino can assist you with a Financial solution that suits you.
Dino’s Approach to Financial Planning
WHAT DINO DOES
Dino provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Dino works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Dino measures his success by how well he has helped his clients achieve their specific goals and objectives.
WHAT DINO STANDS FOR
Dino believes that much of his successes and accomplishments to date are as a result of his beliefs and values which he stands by: honesty, persistence, teamwork, excellence, and creativity.
Dino puts his clients’ interests above everything else to ensure that he earns their business not only at the beginning of the relationship but throughout every stage of it as well.
Optimize Wealth Management’s Investment Services
Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
Optimizing investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Dino, along with a licensed portfolio manager from Optimize Wealth will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Dino and a licensed portfolio manager from Optimize are outlined in detail below.
As a Senior Financial Planner, Dino helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals
Financial Planning is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals in life
We help our clients create and protect their wealth in all markets and economic conditions.
Estate planning is about your family and loved ones – and the inner peace you get from preserving their financial security.
Start looking today with the confidence that we will be with you every step of the way to make your homeownership dreams a reality.
Sometimes in life, keeping it simple is the best way to go. Let us show you how to protect what matters most to you while keeping your costs well in check.
You work hard for your money and you deserve to keep as much of it as possible. Work with us to optimize your tax return and we’ll show you how.
*Disclaimer: Will preparation, tax preparation and financial planning provided by Dino Berardocco; All investment advice and registerable activity provided by a licensed Portfolio Manager of Optimize Inc.
Learn More About Our Portfolio Management Team
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 Financial Planner is always ready to take that step with you and design a financial plan specific to your particular goals and objectives.
NEED FINANCIAL PLANNING ADVICE? RECEIVE A COMPLIMENTARY PLAN TO ACHIEVE YOUR SPECIFIC GOALS!
Call on (905) 834-9444 or fill out the form below.