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Daniel Sacke
Kevin Kolb
Sarah Rome
Scott Rudderham

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

Meet Our Team

 

Daniel Sacke
Vice President, Portfolio Manager

Dan Sacke is a seasoned Investment Advisor with over 20 years 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 Certified Financial Planner® and also holds a Bachelor of Commerce degree and various other Canadian and American Security Industry requirements. Dan was recently awarded the Portfolio Manager designation, recognizing his knowledge and skill in the high net worth market in Canada.

Kevin Kolb
Associate Investment Advisor

Kevin has 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 financial services, joining another FI 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 add to the holistic approach to financial planning. Kevin has completed the CSC, WME, holds the Certificate in Financial Services Advice and is working toward his CIM designation.
 

Sarah Rome
Investment Representative

A graduate of the University of Guelph, Sarah holds a Bachelor of Commerce degree with Honours from the College of Management and Economics. Originally from Toronto, Sarah joined The Sacke Wealth Advisory Group from Calgary, Alberta where she has 10 years of experience in the wealth management field, working in Financial Institutions including RBC Dominion Securities and CIBC. When she is not at work, she enjoys spending time outdoors, trying new recipes, and travelling the world.
 

Scott Rudderham
Investment Representative

Scott has a BA in Economics from McMaster University and holds the Chartered Investment Manager® designation. He has a diverse background in the wealth management industry, including roles as a Client Service Associate with TD Wealth Private Investment Advice, Trading Analyst with ScotiaMcLeod, and Equity Analyst with Scotiabank Mexico. In his spare time, he enjoys golf, mountain biking, skiing, and travelling.
 
 

Our Partners

Timothy Simpson
Estate and Insurance Advisor

Timothy joined BMO Estate Insurance Advisory Services in 2007 and is now 20 years in the financial services industry, having held various wealth and risk management positions. Bringing clarity to complex life events and decisions, Timothy consistently delivers a polished and professional approach to risk and wealth management concepts.

Chris Alward
Senior Private Banker

Chris and his team provide highly personal service and customized banking, borrowing, and cash flow management solutions for business owners, professionals, and executives, as well as their families, holding companies, professional corporations, family trusts, and estates with needs in Canada and the USA.