• 100 Sheppard Avenue East, Suite 870, North York, ON, M2N 6N5
Areas of Expertise
  • Financial Modelling and Analysis
  • Data Analytics
  • Business Valuations
  • Due Diligence
  • Equity Research
  • Python for Finance and VBA
Education
  • BA – Wilfrid Laurier University
  • FMVA – Corporate Finance Institute
  • CPA Charterholder
  • MFin – Wilfrid Laurier University

Dave is a Chartered Professional Accountant and a Senior Engagement Manager with Sapling. Upon graduating from undergraduate studies at Wilfrid Laurier University, he worked for four years at a mid-size accounting firm. His time in public accounting gave him exposure to numerous companies in diverse industries, and a keen eye for analyzing financial statements. After cutting his teeth in public accounting, Dave furthered his education by completing a Master of Finance degree at Wilfrid Laurier University, to complement his background.

With Sapling, Dave has helped grow the diligence practice, overseeing the preparation of Quality of Earnings reports for mid-market transactions in industries ranging from healthcare to aviation. As part of due diligence engagements, Dave leverages his background in accounting to understand the earnings of a company, and go deeper than internal or accountant-prepared financial statements. Additionally, Dave has experience in operational and budget modelling, valuations, and data analytics.

During his spare time, Dave is an avid sports fan, cyclist, reader, and enjoys learning about Canadian history.

Let’s Talk
  • sapling rowing out of pennies
    The Value of Quality of Earnings and What Makes For High Quality Earnings
    • April 16, 2026

    Quality of Earnings (“QoE”) analysis is an essential tool in understanding a business’ true historical and future earnings. The use of QoE reports differs based on the purpose and requestor (buyer/seller) of the analysis, however, the intention is always to eliminate bias and to...

  • man counting pennies
    Cash flow management for Private Equity and Portcos
    • March 21, 2026

    Many companies do not fail from a lack of profitability—they fail when they run out of cash. In fact, businesses can operate for a long time without being profitable but will collapse the moment their cash reserves are depleted. Effective cash flow management 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.