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, PFP, CSA
Portfolio Manager, Senior Investment Advisor

Dan Sacke is a seasoned Investment Advisor with decades of business experience. He has an abundance of passion and diligence for what he does best - helping clients build their wealth and protect their futures. Dan is a Chartered Investment Manager®, Certified Financial Planner®, and holds a Bachelor of Commerce degree as well as several other Canadian and American securities industry designations. Dan has been awarded the Portfolio Manager designation, recognizing his knowledge and experience in high net worth wealth management in Canada.

 

Kevin Kolb, CIM
Associate Investment Advisor

Kevin is a Chartered Investment Manager® and holds a BA from the University of Western Ontario in Economics and Political Science. After graduating, he successfully managed his family business for 16 years. Kevin made the transition to the financial services industry, joining another financial institution where he gained vital experience in providing clients with financial advice. Kevin joined The Sacke Wealth Advisory Group in 2015 and works with clients to help them reach their financial goals. Kevin has completed multiple wealth management courses and certifications, including the Certificate in Financial Services Advice.

 


 

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.