The Jack Di Nardo Group

About  Jack

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. 

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.