Posted by Optimize on March 8, 2022

Optimize Wealth Welcomes
Jack Di Nardo and its newest office in Toronto, Ontario, furthering its Nationwide Expansion

Toronto, March 8, 2022 – Optimize Wealth Management announced the recent addition of Senior Financial Planner, Jack Di Nardo to the firm. Jack has extensive experience helping families in the Toronto region for over thirty years.

“We are pleased to have another highly skilled and experienced planner like Jack join the Optimize team. We are confident that he will help us continue to provide a premier level of service to our clients,” said Matthew McGrath, Head of Advisory Channel and Corporate Development at Optimize Wealth.

At Optimize Wealth’s newest office in Toronto, Jack will provide clients with a comprehensive approach to financial planning, benefiting from the support of an experienced team of licensed portfolio managers to help achieve clients’ long-term financial goals.

“I’m thrilled to be joining Optimize,” said Jack Di Nardo. “The move ensures that my clients will benefit from robust portfolio management and a multi-family office platform from one of Canada’s leading portfolio management firms”.

About Jack Di Nardo

As your Strategic Planner, Jack Di Nardo uses a unique approach and philosophy towards financial planning: a Lifestyle Planning approach incorporating your desired lifestyle and your financial resources to design a strategy to meet your life’s goals and to assist you in building your wealth and assets.  

He has over thirty years of experience as a financial planner, preceded by a career in sales, customer service and management training with Wilson Learning wherein  Jack worked with Fortune 500 companies across North America.  

He applies the adult learning principles from his consulting days to his interactions with clients. Using a Socratic approach to client discussions often leads to deep learning and insights. Many clients experience “aha” moments which often shifts their perspective on how the economy and financial markets really work! The result is changed client behaviour and confidence in their ability to achieve their desired lifestyle goals! 

His voracious appetite for keeping up with business news and current affairs has resulted in a real talent for recognizing market and economic trends, to the benefit of his clients. This research includes, but is not limited to, World Bank, IMF, Bank of International Settlements and two economic think tanks, one in Hong Kong and one in Europe, to get as broad a perspective as possible on the global economic picture and how this impacts individual clients.  

While looking at the “big picture” is important, Jack also actively encourages and educates clients on how to amass a “bigga bag of money,” a favourite catchphrase of his that, in effect, summarizes the ultimate goal of all financial planning activities. And while portfolio returns are important, he has also not hesitated to point out to some clients that living beyond their means is far more likely to jeopardize their futures and that of their families than a market downturn.  

He also offers clients tax planning strategies, Estate Planning advice, life insurance, disability, Critical Illness and Long-Term Care insurance as part of his retirement and wealth planning services.  

Jack is active in the evolving industry Regulatory landscape as a member of the Advocis National Joint Regulatory Affairs sub-committee on investing since 2010. He has been on the Executive for over ten years, in various roles, including Treasurer for five years, of the Gwendolen Park Community Tennis Club. He also supports several charities.  

He lives in Toronto with his partner Diane Wargalla, of Minden, ON, who is an author and well-known psychic medium. He is a graduate of St. Michael’s College – University of Toronto, and has earned the following designations: 

CFP (Certified Financial Planner) 

CLU (Chartered Life Underwriter) 

CH.F.C. (Chartered Financial Consultant) 

Jack is the proud father of Laura, who is working in the travel industry, and is a graduate of Queen’s University, and Marc, who is building his practise as a Chiropractor in the Toronto area. Marc also offers acupuncture, custom orthotics, and Active Release Therapy services as well. 

About the Optimize Wealth Advisor Platform

Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very Robust Advisor Platform whereby Advisors can provide their clients with a multi-family office service offering. We have in-house tax and will specialists that can prepare all of your clients’ tax returns as well as their wills. We also have Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning and Portfolio Management services. We built our Advisor Platform with the belief that technology could make the financial management process simpler, more transparent, and more cost-effective for clients. It has quickly become clear to us that these services when provided alongside our in-house technology enables advisors and financial planners alike to deliver significant value to their clients well above the industry norms, which empowers them to grow their business exponentially.

Join Optimize Wealth: A firm built by Advisors, for Advisors

The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical advisors are earnestly running wealth management practices centered on putting their clients’ interest first. Unfortunately, the growth initiatives and the seemingly endless bureaucratic and one-sided directives from many dealers have slowly put them at odds with this principle. Discover how we can work with you to break past your ceiling of complexity, simplify your business and unlock new opportunities. As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Advisors build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our Financial Advisors’ success based on how well they help their clients achieve their goals rather than based on how much commissions or revenues
they generate from their clients.

Looking to Grow Your Practice or Map Your Exit?

Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan. Through it all, we’ll help you ensure your clients continue to get the attention they deserve. Whether you are looking to grow or exit the business, we are looking for experienced financial professionals who want to make a positive impact in their clients’ financial futures at the same time as achieving their specific goals.

Financial professionals who want to see how they can map their exit or gain a major competitive edge from Optimize’s next generation multi-family office platform while benefiting from a premium advisor compensation structure should reach out to Matthew McGrath for a confidential discussion at (416)-907-6733 or email matthew.j.mcgrath@optimize.ca.