Stephanie Lau, CFA CBV

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Stephanie Lau joined Sapling Financial Consultants in 2018 as a Consultant and was recently promoted to Manager. Prior to joining Sapling, Stephanie was an Associate with Duff & Phelps in their corporate finance department. She was responsible for private and public market research, as well as analysis of financial transactions to assist in various business valuation and corporate finance mandates. During her time at Duff, she utilized various modelling techniques to value companies and position them for sale. She aided in the acquisitions and divestitures of companies in various industries including technology, retail, business support services, construction and engineering, and food and beverage.

Stephanie holds an Honours Bachelor of Computing and Financial Management from the University of Waterloo. Stephanie is a CFA Charterholder, a CBV, and a FINRA Registered Representative (Series 63 and 79).

Stephanie Lau, CFA CBV