Tel: 416-590-7609

Address

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

Meet Our Team

 

Daniel Sacke, B.Comm, CIM, CFP, PFP, CSA
Senior Vice President, Portfolio Manager

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.
 

Scott Rudderham, CIM, CMT
Registered Representative

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

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.
 


Our Partners

Hill Su, CPA, CA, CFA, MAcc
Director, Wealth Planning

Hill works with high net worth clients to design holistic wealth plans. With his proven track record of planning for wealthy families and a strong background in tax, Hill adds his knowledge and skills to the overall client experience. Acting as the lead planner on complex client situations, Hill collaborates with a team of specialized planners to deliver customized and comprehensive wealth plans to our clients. Hill is fluent in Mandarin and enjoys playing and watching basketball in his time outside of work.
 

Dante Rossi, CPA, CA, CFP
Director, Tax Planning

Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies.
 

Fanny Grenier, CPA, CA, MTax, FEA
Director, Tax and Wealth Planning

Fanny helps affluent families determine what is important to them, presents solutions which will assist them in realizing their goals and works with their advisors to ensure their plans are put in motion. Prior to joining BMO, Fanny spent over a decade at major accounting firms advising business owners and their family on sophisticated tax and estate planning strategies.
 

Liz Bozek, B.Sc (Hons), LL.B.
Director, Estate Planning

Elizabeth works with other members of the High Net Worth and Specialized Wealth Planning team to develop personalized estate planning solutions for high net worth and ultra-high net worth clients. Elizabeth is sympathetic to the needs of her clients and mindful of the importance of family dynamics in the estate planning conversation. She is actively involved in the estates bar, and continues to organize and chair programs of interest for estate and trusts lawyers across the province.

Timothy Simpson
Vice President, Estate and Insurance Advisor

Timothy joined BMO Estate Insurance Advisory Services in 2007 and has over 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 estate planning and risk wealth management concepts.