Eric Velanoff joined Lifestyle Wealth as a Financial Advisor in 2016. Eric brings with him over eight years of work experience in the financial services industry including both head office and advisory roles. Prior to joining Lifestyle Wealth, Eric was a successful advisor with a large financial services firm in the Kitchener Waterloo area. He has also held various roles with one of Canada’s largest independent investment dealerships. While his passion lies in wealth management, he also recognizes there are many important factors to identify and analyze as part of putting together and implementing a comprehensive financial plan.
Eric is focused on working with you to:
- Determine and review your current cash flow situation and net worth
- Review your existing investment portfolio
- Review your current life insurance portfolio
- Create your retirement plan
By taking a relaxed approach in getting to know his clients, Eric makes clients feel at ease as he works to evaluate time horizons and risk tolerance. He will work hard to offer you peace of mind financial solutions so that you can focus your time on the things that matter most to you.
Eric’s educational background includes a diploma in Financial Services from Conestoga College and a BA from the University of Waterloo as well holds the Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and the Fellow of CSI (FCSI®) Designations issued by the Canadian Securities Institute.
An avid golfer for 15 years, Eric enjoys the opportunity that playing golf offers in getting to meet and learn about new people. He also enjoys recreational curling and watching hockey in his spare time.
Rest assured that Eric will deliver the information and advice you need to manage your wealth with confidence. Contact him today to get started.