• 100 Sheppard Avenue East, Suite 870, North York, ON, M2N 6N5
Areas of Expertise
  • Financial due diligence
  • Business valuation
  • Financial modeling
  • Data analytics
Education
  • Bachelor of Accounting and Financial Management, University of Waterloo
  • Master of Accounting, University of Waterloo
  • Chartered Professional Accountants of Ontario (CPA)
  • Chartered Financial Analyst (CFA)

Kevin is an experienced finance professional with more than six years of Big 4 professional services experience in both assurance and transaction services. During his time as a Manager at KPMG, he played a key role in advising various pension funds, private equity funds and strategic clients to plan and execute on platform acquisitions, tuck-in acquisitions, carve-outs and divestitures. With a track record of executing over 50 domestic and cross-border transactions, he was involved with various industries including healthcare, waste management, infrastructure, TMT, and real estate.

Prior to KPMG, Kevin was involved with various assurance engagements in the banking and private equity sectors with a particular focus on loans, loan loss provisioning, and associated SOX controls. As a CPA and CFA, Kevin is dedicated to upholding the highest professional and ethical standards while providing clients with valuable insights and advice on every engagement. He is an active member of the community and is a volunteer member of the strategic content creation committee at CFA Society Toronto.

During his spare time, you can find Kevin hosting boardgame nights with friends, playing pickleball at the gym, running by the waterfront, or going on road trips with friends and family. His passion for strategy and problem-solving extends beyond his career, whether he’s analyzing financial statements or devising the best starting position in Catan.

Let’s Talk
  • Tariff turbulence seminar
    How to Proceed with Caution? The Value of the QoE during Tariffs Turbulence
    • April 21, 2025

    Sapling Financial Consultants was delighted to facilitate an interactive webinar on April 1 to discuss the latest challenges posed by tariffs and how a Quality of Earnings (QoE) report can help during these turbulent times. Our Senior Engagement Manager, Kevin Zhao, shared valuable insights...

  • Re-Evaluating Products and Services with activity based costing models as tariffs loom
    Activity-Based Costing – Re-Evaluating Products & Services as Tariffs Loom
    • April 21, 2025

    Sapling Financials Consultants was pleased to lead an engaging webinar focused on the value provided by activity-based costing and its application in environments characterized by uncertain costs. Our Consultant, Tyler Grube, shared valuable insights into how managers can use Activity-Based Costing (“ABC”) models to...

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.