Advisor Placement Service

David S. Velanoff has over 40 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. 

As CEO, Mr. Velanoff facilitated the successful sale of MGIF to one of Canada’s major financial institutions. He semi-retired and soon after created a business plan and vision to build a consolidator salaried financial planning firm. 

Very recently the business was sold to a 

like-minded Investment Management firm for 

a valuation multiple that exceeded the expectations of the company shareholders; beyond the valuation multiples in their business plan.

A dynamic and forward-thinking professional, Kristen brings over 15 years of experience in product marketing, project management, proposal writing and business development related roles.

Kristen has worked in the financial industry with two significant corporations for over ten years in both head office and branch environments. She has experience working with IIROC/MFDA (CIRO), ICPM, Life Insurance and non-financial industry organizations.

Kristen is a graduate of the University of Waterloo with an Honours BA in Speech Communication. 

Steve Talosi Jr. has over 48 years of experience in the Canadian private business sector. For the  past 37 years, he has operated a very successful financial planning practice assisting individuals  and families plan and achieve financial success. 

A graduate of the University of Waterloo's Co-op Bachelor of Math/Computer Science program  with a minor in Business Administration, Steve began his career with IBM Canada in Toronto.  He then relocated back to the Niagara Peninsula and held various management positions with  Canadian Tire Financial Services managing Computer Operations, Office Services, Accounting  and Personnel He then transferred those skill sets into establishing and managing his own  financial planning practice.

Additionally, he served as the COO of one his former Mutual Fund Dealers. Responsible for all  back-office operations and field relations, under Steve's management his Dealer was ranked #1 in  Canada. He also served on the Field Advisory Committee for over 10 years for one of his other  former Mutual Dealers. This committee served as the voice of the field force and a sounding  board to Senior Management. From past experiences, Steve brings to the table a very  comprehensive knowledge of the financial planning business from both a branch office and head  office perspective.  In 2013, he pioneered the process of digitizing his financial planning office files including all  historical files dating back to 1987. Creating a paperless office afforded Steve the opportunity to  manage a much more efficient operation at less cost.