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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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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Robert Baluta
AnalystRobert is a recent graduate of the Commerce program at Queen’s University. In his time at Queen’s,...
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Alexander Aversa
AnalystAlexander is a recent graduate from the Ivey School of Business at Western University where he served...
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Qail Jamal
Marketing AnalystQail is a recent graduate from Western University where he studied Management & Organizational Studies,...
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Alex Bardysheva
Administrative AssistantAlex is an administrative assistant at Sapling Financial Consultants Inc. since September 2020.
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Sonya Chen
Sales InternSonya Chen is a fourth-year student studying in the Honors Business Administration program at the...
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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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