The Dino Berardocco Group

About Dino

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 Wealth Planner who will be there for many years to come, Dino can assist you with a Financial solution that suits you.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.