BMO Nesbitt Burns - The Sacke Group

--- Sat, 7 Nov 2009 19:52 EST --- BMO Nesbitt Burns Canadian and U.S. Top Picks --- CP,T 50.29

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Languages Spoken:
Our team is proficient in English, 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 America�s 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).

Learn More About The Sacke Group

Our Process
Press Releases
Wealth Management Chart
Retirement Planning
Estate Planning
Tax Planning
Income and Asset Preservation
Philanthrophy
Managed Portfolios

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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Market Watch

Last Updated November 7, 2009 19:50 EST
	Last	Change
TSX Comp	11,250.42	69.72
S&P/TSX 60	667.31	4.49
DJIA	10,023.42	17.46
S&P 500	1,069.30	2.67
NASDAQ	2,112.44	7.12
Nikkei 225	9,789.35	71.91
TSX Vent	1,340.62	9.07
Hang Seng	21,829.72	350.64
$CAD	92.9900	-0.8300
London Gold	1,096.75	7.75
WTI Oil Spot	77.43	-2.19

Source: SunGard PowerData