• 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
  • The Power of Leading Indicators: Complementing Your KPIs for Forecasting
    • September 10, 2026
    • Joanna Chen

    Introduction Business intelligence presents an opportunity for managers and leadership to attain a holistic and consistent view of their company’s performance and health. Standardizing, automating, and processing data can offer valuable analytical opportunities and insights to management to understand their business’s operations and performance....

  • Sell-Side Quality of Earnings
    • August 26, 2026

    A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...

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.