Our Team

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 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.

Vaidehi is a Client Service Assistant with 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, prior to that she held position in retail banking within the BMO Financial group, since the beginning of 2022.

Born and raised in India, Vaidehi graduated from a renowned university in India with Bachelor of Business Administration, upon completion, she moved to Toronto in 2021 and pursued her Postgraduation from the Humber College Institute of Technology & Advanced Learning in Financial Planning. In her spare time, she enjoys travel, playing various sports and is an avid reader.

Helen is a Client Service Assistant with The Sacke Wealth Advisory Group. She grew up in Toronto and graduated from Ryerson University with a Bachelor of Commerce degree in Global Management and a minor in Human Resources. Helen joined BMO Nesbitt Burns in 2024 with a background in the financial industry as well as 10 years experience in client service. She supports the team with the administrative set up and maintenance of investment accounts, fund transfers and responding to client inquiries. Outside of work, Helen enjoys traveling and spending time with family and friends.