• 100 Sheppard Avenue East, Suite 870, North York, ON, M2N 6N5
Areas of Expertise
  • Financial Due Diligence
  • DCF Valuations
  • LBO Modelling
  • FP&A
Education
  • BBA (Hons.) – Wilfrid Laurier University, Lazaridis School of Business and Economics
  • Passed CFA Exam Level III in 2025

Santiago joined Sapling in 2023 and has accumulated 2 years of due diligence, financial modelling, and FP&A experience. He has worked on a range of projects across various industries and company sizes and has experience leading teams and providing oversight to junior analysts.

Santiago holds a Bachelor of Business Administration Degree from the Lazaridis School of Business and Economics at Wilfrid Laurier University. He is currently pursuing a CFA designation, having passed the CFA Level III exam in 2025, and has also completed the Canadian Securities Course (CSC) through the Canadian Securities Institute in 2021.

Known for his strong work ethic and commitment to client success, Santiago is highly motivated and detail oriented. Outside of work, Santiago enjoys traveling, exploring new cuisines, and staying engaged with the world of sports.

Let’s Talk
  • financial staff examining charts
    Designing a Business Intelligence Dashboard: How to enhance user experience
    • July 11, 2025

    Investing time in the design of the dashboard will help make the dashboard efficient, user friendly and aesthetically pleasing. Designing the dashboard from the perspective of the end user, designer and BI developer will help achieve this. Exhibit A: Executive Dashboard sample Exhibit B:...

  • Canada and U.S. Green Shoots M&A Indexes.
    Sapling’s Green Shoots M&A Index (Canada & U.S.)
    • July 11, 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.