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.