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:


 

Johan Sacke

John Sacke, CIM

Investment Advisor, Portfolio Manager

“We win and service business the old fashioned way --- one client at a time with a customized, team-based approach --- and it works”.

 

Having arrived in Toronto in 1988 from South Africa, I am privileged to call Toronto my home. With a background in investor relations, I'm known for my sharp listening skills resulting in delivering customized solutions. I live a healthy and disciplined lifestyle. 

John believes his practice's clients' interests are best served by taking a diversified approach to investing and employing the principles of dollar cost-averaging. We work closely with our clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels. Whether conservative and income-oriented, or looking for growth, John's team designs best-fitting investment strategies. To reach your own financial objectives, you need to consider the challenges of building and preserving capital in today's increasingly complex market place.

John is committed to building solid, lasting relationships with all clients. Keeping clients informed is a top priority for John, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. John's team regularly reviews goals, strategy and portfolio performance with their clients.

For John's full bio please click here

About Our Partners

Mila Luka

Mila Luka

Private Banker

Mila provides banking services to high net worth clients assisting with all banking, borrowing and payment needs. Mila has a proven track record of helping business owners, busy professionals and retirees with their ongoing needs.  Mila is the quarterback of your banking relationship with BMO both in Canada and in the US to ensure a seamless experience.
 

Tim Simpson

Timothy Simpson

Estate & Insurance Advisor

Tim joined BMO Nesbitt Burns in 2007 after twelve years in various Risk Management positions in the financial services industry. Consistently delivering a polished and professional approach to life insurance, Tim is available to our clients to give personal guidance with estate planning and risk management needs. 

Whether for a business organization or for you personally, he specializes in creating custom-designed solutions to meet your specific needs and integrate them with your wealth management plan. Clients and their respective tax and legal advisors have come to trust and rely upon Tim's valuable knowledge and sound advice. An active Sports enthusiast and philanthropist, Tim is a firm believer in giving back to the community.

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Olivia Fei, B.Comm., CPA, CA, TEP

Wealth Planning Consultant

Before joining BMO, Olivia was a senior tax manager at a boutique public account firm in Toronto. Her specialty is on tax planning and corporate restructuring with focus on Canadian owner managed business. She has led multiple merger & acquisition deals and achieved significant tax savings for her clients.

Olivia is also specialized in trust and estate planning. She has been involved in numerous complex estate and trust transactions and assisted her clients from both legal and tax perspectives.

Before joining public practice, Olivia also worked as a tax auditor at Canada Revenue Agency.

In her spare time, she loves travel and discovering new restaurants. Olivia is also fluent in both Mandarin and Cantonese.

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Dante Rossi, CPA, CA, CFP®

Director, Tax Planning

Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Dante offers guidance on tax structuring, estate planning, exit strategies and tax-efficient wealth transfer, creating tailored solutions for a diverse group of clients.

Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.

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Karen Sparks, MBA, CFP®, TEP

Director, Philanthropic Advisory Services

Karen advises high net worth families and business owners on comprehensive wealth planning solutions, as part of an integrated team of Wealth Consultants and in-house technical specialists. Drawing on extensive financial product expertise and planning acumen, Karen helps clients articulate and understand their unique objectives for accumulated wealth. A skilled listener, she acts as a value-add resource for Investment Advisors and their clients, ultimately providing a blueprint from which to execute a customized – and optimized – wealth plan.

Karen joined BMO Wealth Management in 2011, following progressively senior roles in the financial services industry, specializing in wealth planning, marketing and communications, and business development. In her previous role, she worked as a Vice President for a private investment counsel firm where she provided high net worth clients with comprehensive wealth planning and investment counselling services.

Jonathan Moras

Jonathan Morse, LL.B, LL.M, TEP

Director, Estate Planning

Jonathan works with high-net-worth clients to devise estate solutions that are right for them. He identifies concerns and helps clients navigate legal and non-legal issues to ideally avoid future estate disputes. Jonathan’s clients benefit from his insights and ability to put them at ease during an otherwise challenging conversation. He analyses facts with a good grasp of the details and overall risk factors. Jonathan helps clients to achieve their goals with practical estate and tax plan strategies. He enjoys working with individual clients as well as speaking with larger groups about the overall themes in estate planning. He is an effective and engaging communicator.

As a Director of Wealth Planning, Jonathan focuses on Estate & Trust matters. He joined the BMO in August 2015 after five years in private practice as a lawyer and another five years with a national trust company. While in private practice, Jonathan worked as an associate at an estate litigation firm. Before law school, he wrote speeches for a federal cabinet minister.

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David Tremblett, CFP®, TEP

BMO Trust Company, Vice President, Personal Trust

David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.

David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.

If you have been appointed as executor or trustee and find the responsibility too onerous or time consuming, we can simplify your life by helping you fulfill your duties, and act as your Agent.

If you are considering a corporate executor, you can choose to appoint BMO Trust Company to help you with estate planning and administration.