With over 23 years of experience, Dino Berardocco helps clients build tax-efficient, goal-driven financial strategies so they can enjoy the freedom they've worked hard to achieve. He finds the greatest reward in seeing clients retire early, travel freely, or simply enjoy life with financial confidence. Known for his thoughtful, personalized approach, Dino believes financial independence is key to overall well-being‚ and he is committed to helping clients reach it with clarity and trust.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Berardocco Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
Book a meetingMeet the team
Dino Berardocco,
Wealth Planner
Carrie Stone,
Administrative Assistant
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
Stuart Hinshelwood, CIM®
Associate Portfolio Manager
Dino Berardocco,
Wealth Planner
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Carrie Stone,
Administrative Assistant
ABOUT
Nick Cup, MBA, CFP®, CIM®
Supervising Portfolio Manager
ABOUT
Nicholas Cup is a Portfolio Manager at Optimize. He specializes in overseeing investments of clients’ comprehensive financial strategies, making sure adjustments align to their unique goals. With more than 12 years of experience, he’s fluent in retirement cash flow planning, investment management, tax and estate strategies, and insurance planning. Nicholas is an MBA graduate and has acquired both the Certified Financial Planner and Chartered Investment Manager designations.
Nicholas believes financial peace of mind begins with a clear plan and diversified portfolio, not just market returns. He takes pride in helping clients make informed decisions and works closely with advisors to build personalized, long-term solutions.
Outside of work, Nicholas enjoys spending weekends at the cottage with his family and dog, as well as golfing, cycling, and running.
Stuart Hinshelwood, CIM®
Associate Portfolio Manager
ABOUT
Stuart Hinshelwood is an Associate Portfolio Manager at Optimize who helps clients select investment strategies that match their goals and risk tolerance. He works closely with clients and advisors to create resilient portfolios that adapt as client needs and markets change. He strives to provide clarity on how investment decisions support long-term outcomes.
Early in his career, Stuart was inspired when he listened to a Portfolio Manager speak passionately about his job. He was drawn to the profession’s combination of continuous learning and the opportunity to make a genuine difference.
For Stuart, the most rewarding part of his role is simplifying complex financial concepts into comprehensible action plans. He takes pride in breaking down sophisticated topics into clear, straightforward guidance that helps clients feel confident in their decisions.
Beyond his role at Optimize, Stuart enjoys an active lifestyle of hockey, lacrosse, golf, tennis, cycling, and chess. He also values time with his family and being involved in his kids’ sports and activities.
Team Values
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At The Berardocco Group, integrity is the cornerstone of our practice. We are dedicated to acting with fairness and accountability in every decision we make. Our team prioritizes ethical standards to make sure all of our recommendations align with our clients' best interests. By staying true to our values, we build lasting relationships based on trust and respect, helping our clients feel confident and secure as they navigate their financial journeys.
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Transparency is at the heart of The Berardocco Group’s approach. We believe that honest, open, and clear communication is key to building client trust and financial confidence. By demystifying financial strategies and providing full disclosure, we empower our clients to make informed decisions. Our team makes sure investors understand the “why” behind our recommendations. With us, transparency isn’t just a practice — it’s a commitment to put client needs first.
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At The Berardocco Group, our clients always come first. We take the time to understand their unique goals, priorities, and challenges, tailoring our advice to suit their specific needs. Our team is committed to providing personalized service, proactive solutions, and unwavering support at every stage of a client’s financial journey. By focusing on client success, we create long-term partnerships that deliver meaningful results and peace of mind.
Timeline
Supporting our community
As a board member of the Notre Dame College School Alumni Association, Dino plays an active role in preserving and enhancing the legacy of his alma mater. He works closely with fellow alumni to raise funds that directly contribute to educational programs, upgraded equipment, and student enrichment initiatives. His efforts help provide students with better learning resources, extracurricular opportunities, and a more fulfilling academic experience.
Dino Berardocco is a dedicated supporter of Tanguay Place in Welland, Ontario, a non-profit organization committed to fostering independent living for adults with physical disabilities. By advocating for inclusivity and independence, Dino plays a role in strengthening the organization's mission to provide a safe, empowering environment. His efforts contribute to maintaining a community where individuals with disabilities have the freedom to set their own goals, make choices, and live with dignity in a supportive and accessible setting.
Promoting cultural awareness and unity is a core value for The Berardocco Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts, fostering understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.