OUR VISION
To be recognized for crystallizing and magnifying value for our clients
OUR MISSION
We crystallize and magnify value for our clients
OUR VALUES
We are dedicated to our clients’ success
We have respect for all people at all times
We will act with integrity, confidentiality and high ethical standards
We give back to the communities we serve
We strive to make the world a better place
FOUNDING SHAREHOLDER
DAVE VELANOFF, PRESIDENT
David S. Velanoff has over 47 years of experience in the Canadian financial services industry. With more than 24 years of leading notable public and privately held companies and divisions, Mr. Velanoff has been an integral part of a number of major financial companies' successes.
Additionally, having intimate familiarity with MFDA, IIROC, ICPM, MGA, Tax Services, Mortgage and Deposit Brokerage platforms, he brings extensive knowledge and value to every level of management. Mr. Velanoff also brings the experience of having participated in several company acquisitions, been President and/or President & CEO of 3 significant financial planning firms, a mortgage broker, life insurance MGA and deposit brokerage operations. He has served as a Director on a public company Financial Services Board, two private company Boards and three not for profit Boards.
Dave Velanoff authored the Retirement Succession Plan for one of Canada’s largest and most successful fully integrated Independent Financial firms which was eventually sold to one of Canada’s top five Banks.
Soon after being appointed CEO at MGIF he implemented a succession program that became one of the major value propositions and strategic initiatives of the company. After the successful sale of MGIF to one of Canada’s major financial institutions, Velanoff semi-retired and soon after created a business plan and vision to build a consolidator salaried financial planning firm. Velanoff aligned himself with key founding shareholder partners and together they built and restructured their company under the CEO Model methodology; a system designed to crystallize and magnify the value of an organization or corporation for future sale. In 2020 the business was sold to a strategic Investment Management firm for one of the highest multiples in their sector of the financial services industry.