Our Team
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Rob Hong, CFA MFin
Co-Founder & CEORob is the CEO of Sapling. A dedicated Excel lover who believes passionately in the value of modelling...
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Andreea Lupascu, PhD
Co-Founder & PartnerAndreea is a Partner in the firm. After years of studying Physics, which culminated in obtaining...
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Rohit Nerurkar, CFA
ConsultantRohit Nerurkar, CFA has worked for Sarthi Capital Advisors as an Analyst and Aranca as a Senior...
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Steve Poad
Senior ConsultantSteve is a chartered professional accountant with extensive experience as a former mining CFO at...
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Lillian Li
AnalystLillian is a University of Waterloo graduate who majored in Financial Analysis and Risk Management....
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Matthew Robertson
AnalystMatthew is an analyst at Sapling and a recent graduate of the Commerce program at Queen’s University,...
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Reece Huntley
AnalystReece is a graduate from the Ivey School of Business at Western University where he served as an...
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Rabie Shah
Marketing AnalystRabie is a Marketing Analyst at Sapling. He is working towards obtaining his Bachelors of Commerce...
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Taylor Mackenzie
Sales InternSonya Chen is a fourth-year student studying in the Honors Business Administration program at the...
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Alex Bardysheva
Administrative AssistantAlex is an administrative assistant at Sapling Financial Consultants Inc. since September 2020.
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Advisory Board
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Richard Lee
Advisory Board MemberRichard brings in a wealth of consulting experience from his senior executive roles at Deloitte....
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Gordon J. Bogden
Advisory Board MemberGordon Bogden is an experienced senior mining executive, corporate director, investor, mining investment...
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Dean R. Levitt
Advisory Board ChairDean is a member of Sapling’s Advisory Council, and a financial adviser to entrepreneurs and significant...
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