• 100 Sheppard Avenue East, Suite 870, North York, ON, M2N 6N5
Areas of Expertise
  • CRM
  • Integrated Marketing
  • Content creation
  • Social Media Management
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
  • Net Debt Analysis: Where Buyers and Sellers Diverge on Definitions
    • July 8, 2026

    For M&A transactions structured on a cash-free, debt-free basis, a net debt analysis helps buyers and sellers understand how the agreed enterprise value translates into the actual equity value paid at closing. Since enterprise value assumes the business is transferred without excess cash or...

  • 2026 ACG Atlanta DealSource
    • June 24, 2026
    • September 10, 2025

    Event Description: Sapling Financial Consultants was proud to sponsor ACG Atlanta’s DealSource 2026 at Truist Park. This premier event brought together investment banks, private equity firms, and select lenders for pre-scheduled, one-on-one meetings, creating valuable opportunities to build relationships and explore new deals. The event...

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.