• 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
  • Sell-Side Quality of Earnings
    • August 26, 2026

    A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...

  • Project Pipeline and 3-Statement Model
    • August 3, 2026

    A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...

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.