• 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
  • The Data Strategy Behind Successful ERP Migrations
    • December 19, 2025
    • Wendi Chen

    An ERP migration becomes necessary for a business to maintain operational efficiency when its current ERP system is unable to support its expansion, reporting requirements, or increasingly complex business. Migrating to modern ERP systems, such as Oracle Cloud ERP, NetSuite, or Microsoft Dynamics, requires...

  • Canada and U.S. Green Shoots M&A Indexes.
    Sapling’s Green Shoots M&A Index (Canada & U.S.)
    • December 16, 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...

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.