About Us

THE VISION

To be recognized for enhancing the Lifestyle of those we serve

THE MISSION

We deliver clarity, direction and an improved lifestyle to those we serve

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

About Us

Founding Shareholders

Dave Velanoff

Dave Velanoff

President

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David S. Velanoff has over 38 years of experience in the Canadian financial services industry. With more than 17 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, MGA, Tax Services, Mortgage and Deposit Brokerage platforms, he brings extensive knowledge and value to every level of management. A robust leader and a frequent speaker at industry events across the country, Dave has been chosen to hold several key positions within industry committees.

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.

In addition to his tenure on the board of one of Canada’s first publicly traded financial planning firms he has consulted to a number of companies with respect to strategic planning and corporate initiatives.

Mr. Velanoff is the Chairman and President of Lifestyle Wealth Inc., a company who is recognized as enhancing the Lifestyle of individuals, families, organizations and their employees.


Steve Talosi

Steve Talosi

Vice President

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Steve Talosi has 41 years of business experience, the last 30 being in the Canadian financial services industry. A graduate of the University of Waterloo with a Bachelor of Co-op Math/Computer Science Degree, Steve has worked for IBM Canada, Canadian Tire Financial Services and Source EDP prior to entering the financial services industry. Mr. Talosi’s experience encompasses technology, accounting and personnel.

Since 1987, Steve has been self employed as an independent Financial Advisor and has built one of the premier Financial Planning businesses in the Niagara Region. From 1996 to 1999, he served as the Vice President of Operations for one of Canada’s first publicly traded Independent Financial Planning firms. During his tenure, the company was rated the number one Independent Dealer back office in Canada in multiple years.

Steve is a community minded individual who has and continues to serve as a volunteer on the Board of Directors of local service organizations.

Mr. Talosi brings a unique blend of corporate and financial planning experience to his role as a Director, significant Shareholder and Vice President, Lifestyle Wealth Inc., a company who is recognized as enhancing the lifestyle of individuals, families, organizations and their employees.


Gary Talosi

Gary Talosi

Vice President

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