Tel: 416-590-7609

Address

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

Contact Us

Our Team

Daniel Sacke, B.Comm, CIM®, CFP®, CSA, PFP® 
Portfolio Manager, Senior Investment Advisor

Daniel Sacke leads The Sacke Wealth Advisory Group in Toronto, which delivers full-service, intergenerational and bespoke wealth management and is recognized as one of the most successful teams at BMO Private Wealth. Daniel is a member of the President’s Council and Chairmen’s Council, but what matters most to him is the high client satisfaction scores that he and his team receive.
 

Dan has completed the New York Marathon multiple 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.



 

Ernad Sijercic
Investment Representative

Ernad graduated from McMaster University’s Honours Bachelor of Commerce program in 2020 with a specialization in Finance and a minor in Economics. Upon graduating, Ernad worked in the Private Banking division of BMO Private Wealth where he assisted clients with their banking needs. Ernad joined The Sacke Wealth Advisory Group in 2021 and is currently pursuing his Chartered Financial Analyst (CFA®) designation. Ernad is fluent in Bosnian and enjoys going on adventures with his two dogs.


 

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.