To drive the next growth phase, the firm has hired Wesley Macdonald to lead its business development team. He has 14 years in financial markets, fintech and consulting and held a leadership role at Jeeves.
“We are thrilled to welcome Wes to the team, where his skills and expertise will help us spread the word about the services we offer across a growing North American footprint,” added Hong.
In the summer, the Sapling hired Maria Cherkasova as senior engagement manager, having been a senior management consultant with over 16 years of experience, including leading teams at PwC in financial modelling and data analytics and at KPMG in management consulting.
The firm has also started to deliver CPA Ontario’s pre-approved CPA Student Training Program to further the professional development of CPA students.
Earlier this year, Hong spoke with WP about the rules and market forces currently driving the valuations of advisory practices and what advisors need to know as they begin to assess their own businesses’ values.
