• 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
  • man counting pennies
    Cash flow management for Private Equity and Portcos
    • March 21, 2026

    Many companies do not fail from a lack of profitability—they fail when they run out of cash. In fact, businesses can operate for a long time without being profitable but will collapse the moment their cash reserves are depleted. Effective cash flow management is...

  • Office desk work with coffee cup
    Aligning Buyer And Seller Expectations: The Role Of Working Capital Pegs In M&A
    • March 19, 2026

    When buying or selling a business, managing working capital is crucial for a successful deal. One important tool in this process is the working capital peg (“peg”) —a mutually agreed target level of working capital between the buyer and seller. The peg is essential...

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.