• 100 Sheppard Avenue East, Suite 870, North York, ON, M2N 6N5
Areas of Expertise
  • CRM
  • Content Marketing
  • Email Marketing
  • Social Media Marketing
Education
  • Master of Social Sciences program in Media, Culture & Creative Cities - The University of Hong Kong
  • Bachelor of Journalism and Communication (Honour) - Hang Seng University of Hong Kong

Rachel brings a unique perspective to financial services marketing, leveraging her strong background in journalism and social media expertise. After graduating with a degree in Journalism, Rachel spent over 5 years honing her communication and storytelling skills within the editorial industry.

This experience allows her to craft compelling content that resonates with audiences. Recognizing the power of social media engagement, Rachel transitioned her focus to marketing, where she now utilizes her experience to develop and implement strategic marketing campaigns for financial services.

Let’s Talk
  • Excel vs. Power BI: Choosing the Right Tool for Your Reporting Needs
    • June 18, 2025

    When working with unstructured or structured data alike, choosing the right tool can be a game-changer in terms of time spent on analysis and the value of the insights produced. By far, the most widely used tools for data analysis and visualization are Excel...

  • Sapling’s Green Shoots M&A Index (Canada & U.S.)
    • June 13, 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.