Our Team

Daniel Sacke, B.Comm., CIM, CFP, PFP

Portfolio Manager, Senior Investment Advisor

Creative and entrepreneurial, Daniel Sacke leads The Sacke Wealth Advisory Group, which delivers full-service, inter-generational and bespoke wealth management, and is recognized as one of the most successful teams at BMO Private Wealth. With decades of business experience and a passion for helping clients grow their wealth, Daniel builds relationships with affluent clients and directs the Group’s portfolio strategy. He takes pride in the very high client satisfaction scores that he and his team constantly receive.
 

He holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Certified Seniors Advisor (CSA) designations, the Portfolio Manager designation and various other industry credentials. Daniel earned a Bachelor of Commerce degree and has completed the American Series 7 and 63 licensing courses.

Dan has achieved significant success over the last 25 years at BMO. He is a multi year President and Director’s Council recipient and is currently a Chairmen’s Council member and recipient of the coveted Dean Nesbitt Award.

Daniel and his wife have a son who is a Masters-level music graduate who performs internationally as an operatic tenor, and two daughters, both of whom are studying at University of Toronto in the Faculty of Architecture and Engineering.

Dan is an avid runner and skier. A devoted fitness buff, Daniel works out regularly and golfs. He is an animal lover, having owned 5 dogs at one time, and is comfortable travelling the world or relaxing at home pursuing his foodie passions.

Dan has completed the New York City Marathon three times and applies the same determination and grit to his professional career.

Kevin Kolb, BA, CIM

Associate Investment Advisor

Kevin Kolb is an Associate Investment Advisor with The Sacke Wealth Advisory Group in Toronto, which delivers full-service, intergenerational and bespoke wealth management. The group is recognized as one of the most successful teams at BMO Private Wealth.
 
Kevin and the group provide tailored, outside-the-box wealth strategies and a wide range of wealth planning services, quarterbacked with efficiency. Most of their clients are entrepreneurs who appreciate doing their business and private banking under one roof – an offering unique to BMO Private Wealth.
 
The Sacke Wealth Advisory Group is qualified to offer discretionary investment services. They will look after all your assets in an integrated, holistic and coherent way – your portfolio, tax strategies, estate plan, trusts, insurance solutions, holding and operating companies, real estate, philanthropic strategies, and private and commercial banking. You experience simplicity and confidence as they help you meet your goals, minimize tax and address gaps and liabilities you may not have considered.

Long Yan

Investment Representative

Long has a Bachelor of Commerce degree from the University of Manitoba in Finance and International business. He has experience working in retail banking, including roles as a Customer Service Representative and Administrative Assistant. He has completed the Canadian Securities Course and Conduct and Practices Handbook Course. Long is fluent in Mandarin and in his free time, enjoys soccer, travelling and spending time with his family.

Mansi Kerkar

Sales Assistant

Mansi graduated with a Diploma in Business Finance Administration from Durham College. Since 2020, She has been a part of the banking industry. She has experience working in Retail Banking for multiple years including roles like Customer experience associate where she assisted clients with their day-to-day banking needs. Mansi is pursuing her Canadian Securities Couse and Conduct and Practices Handbook Course. She is fluent in Hindi and enjoys running, travelling and is a trained dancer.