With 35 years in financial services, Jack helps business owners and professionals create tailored plans for long-term stability and peace of mind. He holds a BA from the University of Toronto and multiple designations, including CFP and CLU, with experience in compliance and management. Jack is dedicated to easing financial stress so clients can focus on what matters most. Outside work, he enjoys tennis, golf, chess, travel, and exploring history.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Wealth Works Financial, 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
Jack Nardo, CFP®, CLU®, EPC
Wealth Planner
Don Brookes,
Associate
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Phillip Soares, CIM®, PFP®
Associate Portfolio Manager
Jack Nardo, CFP®, CLU®, EPC
Wealth Planner
ABOUT
Don Brookes,
Associate
ABOUT
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
ABOUT
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.
Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.
Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
Phillip Soares, CIM®, PFP®
Associate Portfolio Manager
ABOUT
Phillip Soares is an Associate Portfolio Manager at Optimize, bringing over 10 years of experience to financial services. He takes a client-centred approach — backed by his technical expertise and commitment to building lasting relationships — so he can deliver high-quality advice.
He holds a Bachelor of Commerce in Economics, Management Science, and Finance from Toronto Metropolitan University. He has also acquired the Chartered Investment Manager and Personal Financial Planner designations, reflecting his dedication to professional growth.
One of Phillip’s proudest accomplishments has been building his practice from the ground up. He has cultivated long-standing relationships through hard work, maintaining integrity, and consistently focusing on clients’ evolving goals.
Phillip is proud of his Portuguese heritage and is devoted to his family. He draws inspiration from being a husband and father. Outside of work, he considers himself a “mostly-retired DJ” who still enjoys hunting for records. He is also a passionate soccer and football fan, but spends time on the pickleball court.
Team Values
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At Wealth Works Financial, we prioritize the best interests of our clients, while adhering to our fiduciary duty. This personalized and ethical approach fosters trust as we guide clients along their financial journeys. By taking the time to understand each client’s goals and tirelessly following best practices, we deliver tailored strategies that create meaningful, successful outcomes. Each of our clients know their financial goals — in alignment with regulations — are our team’s top priority.
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Grounded in integrity, transparency, and ethical practices, the Di Nardo Group builds relationships that go far beyond transactions. Jack and his team are dedicated to creating financial experiences rooted in trust and accountability. By focusing on the principles of care and honesty, they provide personalized guidance that reflects each client’s values and priorities. Their commitment to these core values ensures a consistent, ethical approach that inspires confidence and builds strong, lasting client partnerships.
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Wealth Works Financial is committed to building partnerships that endure life’s complexities. By fostering genuine connections and offering thoughtful guidance, we create relationships that stand the test of time. Our team is dedicated to making clients and their families feel secure and confident throughout every stage of life. Our main focus is delivering stability and peace of mind as we help clients navigate challenges and achieve financial success.
Timeline
Supporting our community
At Wealth Works Financial, we’re dedicated to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning and enable the provision of resources for educators and students. This reflects our commitment to fostering a brighter future through education.
Advancing pediatric health is a cause close to the heart of the Wealth Works Financial team. By contributing to SickKids, we support the process of groundbreaking research and the provision of world-class healthcare to children. Our involvement also offers hope and healing to families, underscoring our commitment to improving the lives of young patients.
Fostering cultural awareness and unity is a priority for the Di Nardo Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and the promotion of understanding between Indigenous and non-Indigenous communities. Their involvement reflects a dedication to creating a more inclusive and compassionate society for future generations.