Our Team

We are accessible, trustworthy, and dedicated to serving our clients. Together, we are defining the future of financial modelling.

(Click on any name to see an expanded bio)

Steve Poad

Senior Consultant

Steve is a chartered professional accountant with extensive experience as a former mining CFO at public companies such as Volta Resources, Excellon Resources, High River Gold Mines. Steve has also served as a Director of several public companies.

Tito Lara, MBA

Marketing Manager

Tito Lara joined Sapling Financial Consultants in 2018 as a Marketing Manager. Tito brings many years of marketing experience from various industries. He has worked in the marketing department of NGOs, the public sector and most recently has focused on the financial industry.

Dean R. Levitt, FCPA, FCA

Senior Advisor

Dean is a member of Sapling’s Advisory Council, and a financial adviser to entrepreneurs and significant investors. Formerly, he was a Senior Tax Partner at PricewaterhouseCoopers.