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John Sacke
Bayla Lazarus
John Ghandomi

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 the 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:


 

About Our Team

 

John Sacke, CIM
Investment Advisor

Email: John.Sacke@nbpcd.com 

John is a seasoned investment advisor and associate portfolio manager, focused on delivering excellent returns.  Committed to building enduring relationships with his clients, John is a sharp listener and a voice-of-reason.  John pays attention to the even the smallest of details by working closely with his clients.  An active trader, John is opportunistically conservative. When not working, John spends his time listening to music and enjoying nature. Read John's full profile here 
 

Bayla Lazarus, CIM, PFP
Associate Investment Advisor, Financial Planner

Email: Bayla.Lazarus@nbpcd.com 

Bayla, a skilled investment professional with eight years of experience in financial services, focuses on investments and customized financial planning. Bayla's commitment to the needs of her clients ensures their financial goals are met. Her sage counsel and accuracy in financial planning delivers individuals, families, entrepreneurs, business professionals and corporations very necessary peace-of-mind. In her spare time, Bayla enjoys taking boxing classes. 

 

 

John Ghandomi
Marketing Associate

Email: John.Ghandomi@nbpcd.com 

As the team’s marketing associate, John is responsible for all client account administration – an increasingly important part of the practice.  John joined the company in 2014 and since then has honed his administrative skills.  In addition, John is responsible for ensuring currency of all clients’ information.  John is currently working on his Canadian Securities Couse (CSC) as well as the Controls and Practices Handbook (CPH).  When he is not working, John likes to work out at his local gym as well as spend time in his kitchen, cooking international delicacies.  

 
 

About Our Partners

 

Chris Alward
Senior Private Banker


Having worked for 15 years in private enterprise prior to joining BMO in 2012, Chris Alward is a strategic-thinking banker with professional and personal experience in the nuances of business and family finances and succession planning, particularly as encountered by business owners, professionals, and executives. Chris and his team create custom-tailored financial solutions (including banking, borrowing, and cash flow management) designed around your present and future goals, and provide high-touch service and unified account management for individuals, families, holding companies, professional corporations, family trusts, and estates with needs on either or both sides of the border. Read Chris's ful 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.

 

 
 

David Tremblett
Vice President, Personal Trust, BMO Wealth Management 

 

David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. He has worked extensively with our clients in the area of Estate, Will and Trust Planning.

He has earned his Certified Financial Planner and is a member of the Society of Trust and Estate Practitioners. Read David's full profile here.