• 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
  • Trimming the Tech Stack
    Webinar Recap: Trimming the Tech Stack – How CFOs Can Optimize Their IT Systems
    • June 26, 2025

    In today’s digital landscape, CFOs are increasingly expected to play a central role in technology decision-making. Sapling Financial Consultants was delighted to host a webinar with members of FEI Canada’s, Toronto Chapter to discuss on Trimming the Tech Stack. Our Senior Engagement Manager, Morné...

  • ACG Great Lakes Capital Connection 2025
    • June 24, 2025
    • September 3, 2025 - September 4, 2025

    Event Description: We’re proud to sponsor the 2025 ACG Great Lakes Capital Connection® (GLCC) — one of the Midwest's premier deal-making events. This annual gathering brings together middle-market M&A professionals, private equity leaders, and business executives for unmatched networking and deal flow opportunities. Hosted in...

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.