• 100 Sheppard Avenue East, Suite 870, North York, ON, M2N 6N5
Areas of Expertise
  • Client Relationship Management
  • Sales & Business Development
  • Financial Advisory & Compliance
Education
  • BA, Major in English Literature and Minor in History – University of Toronto

Daniel has 15+ years of experience in creating and managing relationships within the finance industry. He is a passionate sales professional, skilled in forging meaningful connections and converting opportunities into successful partnerships. His strong financial background has provided him with the tools to help prospects identify areas they wish to address and ensures success.

Daniel graduated from the University of Toronto with a Bachelor of Arts, majoring in English Literature and a minor in History. Daniel has a demonstrated passion for the financial industry having completed the Investment Fund in Canada (IFC) and Branch Compliance Officer (BCO) certifications with the Canadian Securities Institute (CSI).

At Sapling Financial Consultants, his role consists of connecting with new firms across North America that could benefit from Sapling’s array of services.

Let’s Talk
  • How Outsourced PE Associates Strengthen Deal Execution and Value Creation
    • February 5, 2026
    • Thomas Xu

    During recent years, lower interest rates during COVID have stimulated the buyout industry, leading to an increase in private capital investment. Investment analyses are typically conducted by private equity associates. On a typical day, a PE associate may review confidential information memorandums (CIMs) and...

  • 2026 ACG NY 18th Annual Healthcare Conference
    • February 4, 2026
    • March 31, 2026 - March 31, 2026

    Event Description: Sapling is thrilled to be a sponsor of the 2026 ACG NY 18th Annual Healthcare Conference, taking place on March 31, 2026 at the iconic Metropolitan Club in New York City. This premier event convenes more than 400 influential leaders from across the...

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.