• 100 Sheppard Avenue East, Suite 870, North York, ON, M2N 6N5
Areas of Expertise
  • Financial Modelling
  • Due Diligence
  • Mathematical Finance
Education
  • Master of Science (MSc) in Big Data Financial Analytics - Trent University
  • Bachelor of Business Administration (BBA) - Donghua University

Yongwei is an Analyst at Sapling Financial Consultants, specializing in financial modelling and due diligence. Prior to joining Sapling, Yongwei worked in investment banking and market research area, where he led financial advisory projects and transactions across various industries. Yongwei has experience in financial modeling, due diligence, data analytics and strategic analysis. He has also worked closely with C-level entrepreneurs and analyzed large datasets to generate business insights and support investment decisions in fast-paced environments.

Yongwei holds a Master of Science in Big Data Financial Analytics from Trent University and is actively pursuing the CFA designation to further strengthen his analytical expertise.

Outside of work, he is a competitive rower and enjoys cycling, basketball, community volunteering, and spending time with his family and dog.

Let’s Talk
  • 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...

  • 2026 Great Lakes Capital Connection
    • June 11, 2026
    • September 9, 2026 - September 10, 2026

    Event Description: Sapling is proud to be a sponsor of the 2026 Great Lakes Capital Connection® (GLCC), taking place September 9–10, 2026 at the JW Marriott in Indianapolis, Indiana. As one of ACG’s premier middle-market events, GLCC brings together private equity firms, lenders, advisors, and...

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.