Dino Caruso

Dino-23 (1)

MEET YOUR PRIVATE WEALTH ADVISOR

Dino Caruso
Burlington, ON

P 905.331.2438 ext. 1
E dcaruso@raintreefs.com

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Dino 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 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.

INVESTMENT OPPORTUNITIES

Our Corporate Finance team focuses on identifying the best private investments for our clients. Click here to learn more about the companies that we have chosen to offer.

PORTFOLIO DIVERSIFICATION

Discover your “Portfolio Diversification Rating” by completing our portfolio diversification quiz. Portfolio diversification protects investors by smoothing out risks and allowing for losses in one area to be made up by gains in another. Find out how diversified you are.

BE ALTERNATIVE

Alternative investments are not at the periphery anymore – they have become mainstream. Though our investment offerings may not be suitable for everyone, they generally complement most portfolios.