Ralph Sacco RRC
Ralph Sacco is an Executive Consultant at Sacco & Associates. He has been working in the financial services industry for over 30 years, and has built long lasting relationships with clients, helping them grow their wealth by structuring investment strategies that produce consistent rates of return while reducing tax liability. He continues to instill in the team a principle of using dynamic asset allocation and intricate planning strategies, including for succession relating to estates.
Over the span of his career at IG, Ralph has played the role of both Consultant and Division Manager. He continues to act as a mentor to all team members and sets the overall strategic vision of the team.
Ralph summarizes it this way: "The experiences I have gathered helped me greatly in building a successful practice and establishing a cohesive team of professionals, which enables us to create an integrated approach to your success. Life is constantly changing; we effectively adapt and evolve together with the needs and goals of each client. We create an IG Living Plan that adapts and changes as your life does. We take the time to understand all aspects of your financial and family life."
"What I want for myself, I want for everybody." ― Wallace D. Wattles, The Science of Getting Rich
Mark Mulholland
Mark Mulholland is an Associate Consultant with Sacco & Associates and joined IG in 2011. With over 30 years of experience, Mark has specialized in the areas of product research and development, sales and marketing, along with overall management and structural planning for a wide range of clients. He has carried this business planning philosophy to his work as part of the team.
Mark holds many certificates and is fully licensed to handle the affairs of clients, including insurance needs. Mark manages the organizational and financial structure of the team, while managing a growing portfolio of clients. He prides himself on the financial management of family groups that span multi-generations. He also enjoys sharing his expertise, teaching college courses to the next generation.
Domenic Ursini BA Hons
Domenic Ursini is an Associate Consultant with Sacco & Associates and has spent over 20 years in the financial industry. Prior to joining IG, Domenic spent several years working in both public accounting and taxation, as well as commercial and professional banking. In these roles, he had the distinct pleasure of working with business owners and professionals to help them reach success in meeting all their goals and objectives. This was down through strategic planning and bespoke solutions to meet the unique needs of each client.
Domenic has a passion for intricate financial planning and believes strongly in taking a holistic approach to one’s finances. He believes that each client has unique goals and objectives, and, therefore, planning needs to be specifically crafted to each situation. He manages a growing portfolio of clients and is always looking to grow by bringing on clients that are serious about their financial future and protection of their loved ones.
Domenic holds a Bachelor of Arts (politics and economics) from McMaster University and has taken a wide range of post graduate courses in the areas of accounting, finance and taxation. He holds both his mutual fund license and all insurance licenses that enable him to handle all client requests while being fully compliant.
Weiru (Vicki) Li CFP®, MAcc, BCom
Weiru (Vicki) LI is a Senior Financial Consultant with Sacco & Associates and joined IG in 2017. She is fluent in Mandarin and has experience with immigration related issues and rental properties. Prior to joining IG, Vicki earned a Bachelor of Commerce degree (accounting and finance) from the University of Alberta. In addition, Vicki has obtained a Master of Accountancy degree from Brock University.
She manages a growing portfolio of clients and is always looking to expand her knowledge. She is a CERTIFIED FINANCIAL PLANNER® professional and holds all insurance licenses. Planning and attention to detail come naturally to her. It is important that clients are involved in the process, so they can make informed decisions on their financial future.
Jon Knezevici BBA
Jon Knezevici is an Associate Consultant with Sacco & Associates and joined IG in 2020. He oversees all practice management and focuses on investments, client service and administration. He provides support in the preparation of client meeting review documentation and other special projects as required. In addition, he plays an integral part in preparation of intricate financial plans and meeting preparation.
Jon holds mutual fund and insurance licenses, and is therefore fully able to transact any client requests for instructions. Prior to joining IG, Jon studied Business and obtained a Bachelor of Business Administration (major in finance, minor in Economics) from Brock University.
Nicholas Sacco
Nick Sacco is an Associate Consultant at Sacco & Associates. He provides support in the preparation of intricate financial plans, client meeting review documentation and other special projects as required. In addition to his role with the team, Nicholas is currently working to complete his Bachelor of Business Administration at Brock University. Previous educational experience includes graduating from Niagara College’s business program and attending university in the U.S. while playing NCAA Division III Varsity Hockey. Nicholas holds his mutual fund license and insurance licenses, and is therefore fully able to transact any client requests for instructions.