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John Sacke
Bayla Lazarus
Salome Jeraj

Tel: 416-590-7661

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

About Us

We are known for our deep connections and expertise we bring to the mission.  We`re happy to chat, (perhaps even grab a coffee) to address all your financial needs in a nurturing, friendly and fun manner.

Please meet our team ...

 


John Sacke - Investment Advisor, CIM


John is a seasoned investment advisor with a sharp focus on financial services communications, John's dedication and diligence is greatly appreciated by his team's clients.  John is known for going above and beyond the call of duty in delivering excellence for his clients.  Read John's full profile here

 

Bayla Lazarus - Business Development, CIM, PFP
Bayla is a skilled investment professional with 8 years of experience in the financial services industry and a focus on investments and financial planning. Bayla's commitment to client needs and achieving their financial goals have helped the team provide individuals, families, entrepreneurs, business professionals and corporations expert financial advice and developing a plan that is right for their needs.


Our Partners

Deloris Minnis - Mobile Lending Specialist

Deloris, an 18 year BMO employee plays a key role for the team's clients.  Deloris joined Bank of Montreal in 1997 as a customer service representative where she was responsible for attending to the everyday banking needs of BMO’s customers. After serving in numerous roles of increasing responsibility, Deloris was promoted to a mobile lender in 2011 where she is responsible for extending BMO’s broad range of lending-based products to the group's clients.  Deloris prides herself on her pinpoint focus with respect to the many details and moving parts in structuring lending arrangements to meet even the most discerning of clients.  

Tracy McClure -  Director, Wealth Planning - CPA, CA 

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. Read Tracy's full profile here

Tim Simpson - Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Tim joined BMO Estate Insurance Advisory Services in 2007 – and with two decades of experience in financial services, he delivers a polished and professional approach to the business. Tim is responsible for wealth management concepts, life insurance as well as living benefits. Tim guides clients with respect to estate planning and risk management needs by creating custom-designed solutions to meet specific requirements, integrates them with wealth management plans. An active Sports enthusiast and philanthropist, Tim believes in giving back. In particular, he supports the Heart and Stroke Foundation, Kiwanis Club of Toronto (Treasurer elect), the Boys and Girls Club of Toronto (Ex-officio Board Member) and is on the Board of Directors of the Toronto Youth Development Organization. Read Tim's full profile here.