• 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
  • Trimming the Tech Stack
    Webinar Recap: Trimming the Tech Stack – How CFOs Can Optimize Their IT Systems
    • June 26, 2025

    In today’s digital landscape, CFOs are increasingly expected to play a central role in technology decision-making. Sapling Financial Consultants was delighted to host a webinar with members of FEI Canada’s, Toronto Chapter to discuss on Trimming the Tech Stack. Our Senior Engagement Manager, Morné...

  • ACG Great Lakes Capital Connection 2025
    • June 24, 2025
    • September 3, 2025 - September 4, 2025

    Event Description: We’re proud to sponsor the 2025 ACG Great Lakes Capital Connection® (GLCC) — one of the Midwest's premier deal-making events. This annual gathering brings together middle-market M&A professionals, private equity leaders, and business executives for unmatched networking and deal flow opportunities. Hosted in...

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.