• 100 Sheppard Avenue East, Suite 870, North York, ON, M2N 6N5
Areas of Expertise
  • CRM
  • Content Marketing
  • Email Marketing
  • Social Media Marketing
Education
  • Master of Social Sciences program in Media, Culture & Creative Cities - The University of Hong Kong
  • Bachelor of Journalism and Communication (Honour) - Hang Seng University of Hong Kong

Rachel brings a unique perspective to financial services marketing, leveraging her strong background in journalism and social media expertise. After graduating with a degree in Journalism, Rachel spent over 5 years honing her communication and storytelling skills within the editorial industry.

This experience allows her to craft compelling content that resonates with audiences. Recognizing the power of social media engagement, Rachel transitioned her focus to marketing, where she now utilizes her experience to develop and implement strategic marketing campaigns for financial services.

Let’s Talk
  • jar of change with plant growing out of it
    Building Dynamic Revenue Forecasting Models for Changing Markets
    • April 15, 2025

    Revenue projections can make or break business decisions, yet many companies still rely on static models that struggle to keep up with shifting market conditions. Businesses need accurate and adaptable tools to predict their revenue and manage costs effectively. A dynamic revenue forecasting model...

  • Re-Evaluating Products and Services with activity based costing models as tariffs loom
    Webinar: Re-Evaluating Products & Services with Activity-Based Costing as Tariffs Loom
    • March 24, 2025
    • April 9, 2025

    Event Description: Join us for an engaging webinar hosted by Sapling Financial Consultants’ Tyler Grube, Consultant, as we uncover activity-based costing (“ABC”) models not only as a more accurate approach of calculating costs, but also as a very useful playbook for management action to...

Why Sapling?

Sapling offers specialized financial and analytic tools designed for scaling companies, aiming to foster growth through strategic decision-making. We work tirelessly to provide you with reliable and timeless financial solutions that positively impact your goals.