• 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
  • Toronto Chapter Webinar – Managing Internal and External Factors Affecting M&A Transactions
    • October 1, 2025
    • October 23, 2025

    Topic: Managing Internal and External Factors Affecting M&A Transactions Company valuations are influenced by a range of internal and external factors, some within a company’s control, others shaped by broader market conditions. This session will explore how these elements impact transaction multiples and, ultimately, company...

  • M&A Club x Sapling Financial Webinar: Due Diligence with Data Analytics
    • October 1, 2025
    • October 28, 2025

    Topic: Due Diligence with Data Analytics: From Surface Metrics to Real Insights In this session, we’ll demonstrate how data analytics can elevate the due diligence process by uncovering the deeper drivers behind business performance, beyond surface-level metrics. Through real-world client examples, we’ll show how advanced...

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.