Steve Talosi, Associate Consultant

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.  

Steve has an exceptional ability to see a challenge, analyze it and formulate a solution, whether it  is related to a business process, financial or HR matter. He is a people person extraordinaire with  excellent technical skills. He is also very community minded and has volunteered his time over  his working career to serve on the Board of a variety of not-profit organizations.  

On a personal note, Steve is very committed to his faith, his wife Rita of 49 years and their 3  adult children and 2 grandchildren. He has always tried to live by the philosophy that when we  leave this earth, no one will remember us by the size of our bank account but rather by the lives we have touched.