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Daniel Sacke
Kevin Kolb
Sarah Rome
Jessica Rao

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 he also holds a Bachelor of Commerce Degree and various other Canadian and American Security Industry requirements. Dan was recently awarded the Wealth Advisor 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 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 has recently joined The Sacke Group from Calgary, Alberta where she has 8-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.
 

Jessica Rao
Sales Assistant

Jessica graduated with a Bachelor of Mathematics Degree with Business Specialization from the University of Waterloo. After graduating she worked in a number of client-focused roles across various industries including project coordination in construction development, and marketing in the medical manufacturing field. Jessica is responsible for coordinating the Wealth Management services of The Sacke Wealth Advisory Group. She also provides administrative support and tax reporting, and arranges portfolio reviews and meetings. In her spare time she enjoys photography, exploring and travelling.
 
 

Our Partners

Tracy McClure
Wealth Planning Consultant


Tracy counsels high net worth families and entrepreneurs on Wealth Planning solutions, providing support to her BMO colleagues as part of an integrated wealth planning team. Levering accounting and tax consulting expertise, she offers the unique ability to connect with affluent Canadians on a deeper level, helping to articulate their wealth aspirations at any stage. Fostering a consistent, value-add approach, Tracy takes the time to truly understand what drives our clients, creating innovative and tailored solutions for every family.
 

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.