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Contact Us

John Sacke
Bayla Lazarus
Lisa Nguyen

Tel: 416-590-7661

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
Map

About Us

We are known for our deep connections and the expertise we bring to the mission. We`re happy to chat, (perhaps even grab a coffee) to address all your financial needs in a nurturing, friendly and fun manner.

Please meet our team:


 

About Our Team

 

John Sacke, CIM
Investment Advisor

Email: John.Sacke@nbpcd.com 

John is a seasoned investment advisor and associate portfolio manager, focused on delivering excellent returns.  Committed to building enduring relationships with his clients, John is a sharp listener and a voice-of-reason.  John pays attention to the even the smallest of details by working closely with his clients.  An active trader, John is opportunistically conservative. When not working, John spends his time listening to music and enjoying nature. Read John's full profile here

Bayla Lazarus, CIM, PFP
Associate Investment Advisor, Financial Planner

Email: Bayla.Lazarus@nbpcd.com 

Bayla, a skilled investment professional with eight years of experience in financial services, focuses on investments and customized financial planning. Bayla's commitment to the needs of her clients ensures their financial goals are met. Her sage counsel and accuracy in financial planning delivers individuals, families, entrepreneurs, business professionals and corporations very necessary peace-of-mind. In her spare time, Bayla enjoys taking boxing classes.

 

Lisa Nguyen
Administrative Assistant

Email: Lisa2.Nguyen@nbpcd.com 

As the team’s administration assistant, Lisa is responsible for all client account administration – an increasingly important part of the practice.  Lisa joined the company in 2018 and plays an important role in the team’s success.  Lisa is also responsible for ensuring currency of all clients’ information and the seamless flow of paper and correspondences.  When not working, Lisa can be found on the tennis court working on her backhand – soon to be a killer-shot.  Lisa also likes spending time with her family and fiancé taking advantage of all the cultural opportunities Toronto has to offer.  Lisa is an avid traveller – Osaka is her favorite city.
 

About Our Partners

 

Chris Alward
Senior Private Banker


Having worked for 15 years in private enterprise prior to joining BMO in 2012, Chris Alward is a strategic-thinking banker with professional and personal experience in the nuances of business and family finances and succession planning, particularly as encountered by business owners, professionals, and executives. Chris and his team create custom-tailored financial solutions (including banking, borrowing, and cash flow management) designed around your present and future goals, and provide high-touch service and unified account management for individuals, families, holding companies, professional corporations, family trusts, and estates with needs on either or both sides of the border. Read Chris's full profile here

 

Tim Simpson
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services 


Tim joined BMO Estate Insurance Advisory Services in 2007 – and with two decades of experience in financial services, he delivers a polished and professional approach to the business. Tim is responsible for wealth management concepts, life insurance as well as living benefits. Tim guides clients with respect to estate planning and risk management needs by creating custom-designed solutions to meet specific requirements, integrates them with wealth management plans. An active Sports enthusiast and philanthropist, Tim believes in giving back. In particular, he supports the Heart and Stroke Foundation, Kiwanis Club of Toronto (Treasurer elect), the Boys and Girls Club of Toronto (Ex-officio Board Member) and is on the Board of Directors of the Toronto Youth Development Organization. Read Tim's full profile here.

 

Hill Su, CPA, CA, CFA, MAcc
Director, Wealth Planning 

 

Hill works with high-net-worth clients to design holistic wealth plans. With his proven track record of planning for wealthy families and a strong background in tax, Hill adds his knowledge and skills to the overall client experience. Acting as the lead planner on complex client situations, Hill collaborates with a team of specialized planners to deliver customized and comprehensive wealth plans to our clients. Hill is fluent in Mandarin and enjoys playing and watching basketball in his time outside of work.
 
Hill joined BMO Wealth Management in February 2019. Prior to joining BMO, Hill worked with a boutique wealth management firm advising professionals and business owners on financial planning, tax planning, and estate planning. Hill is a CPA, CA and earned his charter with PwC. He also holds the CFA designation. Hill’s education background includes a Master of Accounting degree and a Bachelor of Accounting and Financial Management degree, both from the University of Waterloo.