Skip Navigation

Contact Us

Daniel Sacke
Kevin Kolb
Scott Rudderham

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


What Our Clients Say About Us

"I could not help but notice that my investments have done nicely. You said 'we were lucky' but that's a typical comment from someone who is humble and modest. Truth is that the we did well because of your skill and experience. Also, your team.
I'm retired now. When I was working, I used to, from time to time meet with many organizations.

I learned something from these meetings. Things get done all right, but invariably it's due to the staff behind the scenes who make it happen.
So it is with you, Dan.

I am always impressed by your team. Pleasant, well trained and knowledgeable.

It's always a pleasure to be in contact with any one of your staff, be it for something as simple as a signature of a document, or advice on retiring, or dealing with legal documentation. Your staff, Sarah, Jessica, Kevin, are  always well informed and helpful. I would even include the person at the front desk as part of your team.

You have surrounded yourself with a very good group of people.
Take care and be well."
SF 2019

Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.