• 100 Sheppard Avenue East, Suite 870, North York, ON, M2N 6N5
Areas of Expertise
  • Data Analytics
  • Statistical Interpretation
Education
  • BSc – University of Toronto
  • CFA Level II Candidate

Thomas Xu recently joined Sapling in 2024 after earning his Bachelor of Science degree at the University of Toronto, majoring in Physics and Economics. With a lifelong fascination for particles and universe, Thomas is driven by curiosity. At University of Toronto, he enrolled in several particle physics and quantum mechanics courses, where he was profoundly inspired by the wisdom of physicists. His interest in economics led him to explore the world of finance. To advance his literacy in finance, he is currently a CFA Level II Candidate and passed the part I of the Financial Risk Manager (FRM) certification in 2023. Outside of his professional pursuits, Thomas enjoys watching the NBA and playing basketball in his free time as a long-time basketball fan.

Motivated and committed to excellence, Thomas believes in leveraging his efforts and critical thinking skills to help clients achieve better financial results. It is a journey highlighted by continuous learning and outputting. He would like to accomplish these goals here with Sapling and its brilliant and knowledgeable team.

Let’s Talk
  • buying a business webinar poster
    Webinar: Rob Hong on Due diligence in Economic Uncertainty for Small Business Acquisitions
    • February 27, 2025
    • February 28, 2025

    Event Description: Economic uncertainty and shifting trade policies have made it more challenging to navigate small business acquisitions. In such a volatile market, a deeper level of due diligence is essential to assess risks, uncover opportunities, and structure deals effectively. Join Village Wellth for an...

  • paperwork along side laptops
    Procedures for SMEs Capital Budgeting Process
    • February 19, 2025

    Capital budgeting is the process of evaluating and selecting large and long-term investments that demand significant capital, including but not limited to the purchase of a new facility, fixed assets, machinery or equipment. While large enterprises often have the resources to conduct detailed analyses,...

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.