Dino Caruso is a life-long entrepreneur, business professional and investor. For over 25 years, he has successfully executed various wealth creation, preservation and tax mitigation strategies. His passion and personal experience eventually led him to professionally assist others with achieving their own financial goals.
For many, the world of finance and investments can be daunting. Dino Caruso believes in a simple and pragmatic approach that clients can understand and feel comfortable with. He takes a conservative approach in planning. His experience has shown that diversification is the best way to mitigate risk and grow assets. He often aligns his own investments along side his clients.
Dino offers clients access to high quality private investments and industry leading portfolio management firms. A combination of both private and public market investments have proven to be a successful strategy for building wealth. For the past 50 years, Dino has made Burlington his home. He spends his personal time with his wife Kerri and their two children Julia and Gabriel.