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 ten 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, ICPM, Life Insurance and non-financial industry organizations.

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