• 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
  • ACG Toronto 2025 Capital Connection
    • August 26, 2025
    • November 17, 2025 - November 18, 2025

    Event Description: We are proud to sponsor ACG Toronto’s Capital Connection 2025. As Canada’s largest and longest-running mid-market private equity and M&A conference, Capital Connection brings together industry leaders from across North America for two days of dealmaking, thought leadership, and networking. Highlights include the...

  • 2025 ACG Atlanta DealSource
    • August 26, 2025
    • September 10, 2025

    Event Description: Sapling Financial Consultants was proud to sponsor ACG Atlanta’s DealSource 2025 at Truist Park. This premier event brought together investment banks, private equity firms, and select lenders for pre-scheduled, firm-to-firm meetings, creating valuable opportunities for networking and deal-making. The day concluded with a...

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.