Advisor Placement Service

Dave Velanoff has over 47 years of experience in the Canadian financial services industry. With more than 30 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, Mr. Velanoff semi-retired and soon after created a business plan and vision to build a consolidator salaried financial planning firm. He 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. 

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 organizations.

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

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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.