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Daniel Sacke
Kevin Kolb
Sarah Rome
Jessica Rao

4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3

Working With Us

Mark J. Halpern at
I have known Dan Sacke for over 10 years. He is a very ethical, responsive and informed Investment Advisor. He has a great depth of knowledge in his field and I would not hesitate to recommend him to any high net worth clients who are in need of professional planning advice and service.

Freda Wisener
One of the best things that happened to me since moving from Montreal to Toronto, other than being with my family, was meeting a fabulous Investment Advisor by the name of Daniel Sacke. Dan really knows what I want. My portfolio has grown beautifully. I am very pleased and excited. If I would have found a Financial Advisor like Dan Sacke years ago, I would have been in a very comfortable position now.

Dr. Rebecca Bodok-Nutzati
'I'm really happy with the performance of my accounts... this is such a contrast to the returns I made with my previous advisor. I am so happy...'

Brock Jolliffe
'...You very successfully guided my wife and I through this investment jungle, simplifying the process, and delivering exceptional results and service. We can and would recommend you as a trusted advisor. I hope we have many more years as an investment team.'

Stephanie Kirou-Mauro, Leo Mauro, MGC Contractors
'We are very comfortable with our relationship with Dan Sacke. He is very knowledgable of the industry, and has presented us with numerous investment choices and soloutions all of which we are very comfortable with. Prior to working with dan, we had suffered extensive market loss. Dan has helped us recover these losses, and we have regained our confidence, and rebuilt our investments.'

Fiorella Bellissimo
Thank you once again for the superb service! As you are already aware, my mom is an italian immigrant who doesn't quite understand how the capital markets work. We interviewed 2 other advisers before settling with you and since our initial meeting, she has felt at ease and knows her money is safe. Thank you for giving her this reassurance. You have really made so easy. I look forward to a continued relationship and am considering my own account with you very soon. Ciao for now!

Joel B. Tencer
Mr. Sacke is my portfolio manager.
I have found him to be concerned on a regular basis regarding my portfolio. He calls me, on his own with updates as well as advises me, which stocks he would like to sell, and which he proposes to buy for me.
So far, he has made the right decisions for me, and my portfolio with him has increased in value, to my satisfaction.

I receive my monthly income checks each month on time. I am quite impressed by his knowledge of the market, both in Canada and overseas. He meets me every 3 months, he is always prepared and reviews with me at these meetings in detail my portfolio.
I have no hesitation in recommending him.

Tom and Barbara McCann
I have known Dan Sacke, as a stock broker, for about 15 years. Several times he has started with a modest amount of cash and managed to build it into a substantial account within a very short period of time. Dan’s suggestions have never failed to bear fruit.

Currently, my wife Barbara and I have a joint account with The Sacke Group, at BMO / Nesbitt Burns, and we are enjoying rates of growth that we consider to be spectacular. I used to think that a growth of 20% over a year was an amazing rate of return, but with Dan’s help, we have experienced an overall growth of 60% in the 14 months, from March, 2006 through May, 2007.

Dan seems to have an uncanny ability for choosing just the right stock for us to buy and warns us when it is time to sell again. He also warns us when we should not sell because of the expectation of some event that will benefit us. Dan always discusses several alternative paths with us and the final choice is ours. He keeps us up to date as to market trends and reports to us when there is something troubling the market that we should know about. I think that I can categorize our business relationship with Dan Sacke as one of the most comfortable I have ever experienced and I recommend Dan’s services to my friends and colleagues when the opportunity arises. Barbara and I are proud to be among the clients who are benefiting from Dan’s advice.

Peter Levine
I have been with another Investment Advisor for years before I switched my accounts to Dan Sacke. When I transferred my accounts to Dan, a huge burden was immediately taken off my shoulder. His group handled the transition and transfer seamlessly from the get go. I am getting sound investment advice consistently and Dan and Frank take the time to listen to me. I now feel that my finances are in order and that my money is properly being looked after. My family and I are extremely pleased to recommend their services. It has been a pleasure ever since.

Paul Carey
Hi Dan,
I thought you should know that I appreciate the knowledge and time your team offered me yesterday. Thank-you for the special 'below threshold' opportunity. I went home and updated Cara on our new plan and pension choices. We are truly excited about our financial future plans!
Frank and Cynthia are good people to work with - please pass on my appreciation.

Thanks again,
Paul Carey