Languages Spoken:
English, Italian, Cantonese, Mandarin, Shanghainese
Specialties:
Customized Canadian and US $ Income Strategies,
Professional Portfolio Management,
Issues facing high net worth families that include: Estate and Tax Planning; Retirement and Estate Accounts; Foundations and Philanthropy; Insurance and Annuities
Our Philosophy
We take into account the dynamics of each family member and with our knowledge and experience, provide tailored investment, financial & estate planning solutions to preserve and grow our clients' assets within a well defined and professionally designed financial plan.
Our Clients
Our clients have significant assets and value their relationships with trusted professionals. They are demanding and appreciative of excellent service and well-researched advice. Please click on working with us for detailed client comments
Compelling Reasons to Work with Us
Combined we have over 25 years of advisory experience Expert knowledge of financial planning, estate planning and investment services We strive to understand your unique situation We place heavy emphasis on our continuing education and are constantly working to improve the services we offer We are efficiently assisted by an experienced support staff Our offices are located in two convenient up-town locations We are supported by BMO Nesbitt Burns, one of North Americas Leading Full-Service Investment Firms We employ state-of-the art technology for the analysis and communication of investment solutions Professional investment managers play a large part in the methodology we employ; giving us the confidence that each client experience will be consistent with their objectives
About Our Team
Our team is called The Sacke Group. We are entrusted to manage in excess of $100 million in clients' portfolio assets. We strive to achieve excellence in client service and professional expertise.
Daniel 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 his clients build their wealth and protect their futures. Dan is a Certified Financial Planner and Certified Senior Advisor. 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.
Dan frequently hosts investment events; past notable speakers have included Bill Clinton (Please Click Here), former President of the United States and Allan Greenspan, former Chairman of the Federal Reserve. Dan is a Vice President of BMO Nesbitt Burns and is also a member of Nesbitt Burns Presidents Council. Dan was awarded the 2005 Divisional Leader and 2006 District Leader BMO Nesbitt Burns RIA award. In 2007 and 2008, Dan received the BMO Nesbitt Burns Directors Award.
Mary Jean Wong, Mary Jean Wong - Sales Assistant to the Sacke Group. Mary Jean was first licensed as a Registered Representative in 2000. She has a Bachelor degree in Mathematics and has completed her OLC, PFPC, & CIM designations. Mary Jean is fully licensed to place trades for the Fixed Income, Mutual Funds and Equities, and is proficient in English and Chinese (Cantonese, Mandarin and Shanghainese).
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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