THE VISION

To be recognized for crystallizing and magnifying value for our clients

THE MISSION

We crystallize and magnify value for our clients

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
  • We strive to make the world a better place

Growth


Founding Shareholder

Dave Velanoff

Dave Velanoff

Senior Managing Partner

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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. .

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. 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. .

Dave Velanoff authored the Retirement Succession Plan for one of Canada’s largest and most successful fully integrated Independent Financial firms which was eventually sold to one of Canada’s top five Banks.

Soon after being appointed CEO at MGIF he implemented a succession program that became one of the major value propositions and strategic initiatives of the company. After the successful sale of MGIF to one of Canada’s major financial institutions, Velanoff semi-retired and soon after created a business plan and vision to build a consolidator salaried financial planning firm. Velanoff aligned himself with key founding shareholder partners and together they built and restructured their company under the CEO Model methodology; a system designed to crystallize and magnify the value of an organization or corporation for future sale. 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.

Mr. Velanoff, prioritizes his spiritual life, family, health and giving back to society as paramount to his legacy.