• 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
  • Private Equity – What CBVs Should Know About PE Deal Structures
    • January 13, 2026
    • January 21, 2026

    Topic: From Data to AI - Building the Foundations for Smarter Business Decisions Sapling is partnering with the Chartered Business Valuators Institute (CBV Institute) for an upcoming webinar. Join Kevin Zhao, CPA, CFA, Senior Engagement Manager and Santiago Munera, Consultant, at Sapling Financial Consultants as...

  • SCF Gathering Session January 2026
    • January 5, 2026
    • January 13, 2026 - January 13, 2026

    Event Description: Sapling Financial Consultants was proud to sponsor the SCF Gathering Session – January 2026, a one-day event held on January 13. The session featured a Limited Partner (LP) Panel Discussion, bringing together experienced LPs to share insights on capital allocation, investment strategy, and...

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.