• 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
  • Canada and U.S. Green Shoots M&A Indexes.
    Sapling’s Green Shoots M&A Index (Canada & U.S.)
    • November 21, 2025

    To capture shifts in market sentiment around mergers and acquisitions (M&A), Sapling created a monthly updated Green Shoots M&A Index. The index is built using both actual and predicted M&A deal numbers and is designed to reflect monthly market activity momentum. It tracks deal...

  • Choosing the Right Cloud Platform for Your Business Intelligence Needs
    • November 15, 2025

    In today’s hyper-competitive business environment, data-driven decision making is no longer optional. Organizations generate and consume massive volumes of data every day, and the ability to transform that data into actionable insights can make the difference between staying ahead or falling behind. This is...

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.