About Us
As your Strategic Planner, Jack Di Nardo is unique in his approach and his philosophy towards financial planning: a Lifestyle Planning approach incorporating your desired lifestyle and your financial resources to design a strategy to assist you in meeting your goals.
Fifteen years of experience as a financial planner was preceded by a solid career in sales training, working with Fortune 500 companies across North America. 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 was demonstrated in March 2000, when clients’ holdings were moved out of all technology positions just before the tech market crash. There were profits but no losses on those tech mutual funds.
While looking at the “big picture” is important, Jack also actively encourages and educates clients on how to amass a “biggabag 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.
A graduate of St. Michael’s College – University of Toronto, Jack has also 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, now attending Queen’s University, and Marc, who is in his final year of high school at Lawrence Park Collegiate.