To be recognized for enhancing the Lifestyle of those we serve
We deliver clarity, direction and an improved lifestyle to those we serve
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 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 of Operations, Lifestyle Wealth Inc., a company who is recognized as enhancing the lifestyle of individuals, families, organizations and their employees.
Gary Talosi has spent the last 31 years as an independent financial advisor who has built a large and successful practice in Port Colborne, Ontario. Gary graduated from the University of Waterloo with a degree in Math and Economics in 1973. After thirteen successful years and several supervisory and management positions with increasing responsibility at John Deere Welland Works, Gary decided to take his career in a different direction and opened his own financial planning practice. Following a few years of sharing an office in Welland with his brother Steve, Gary moved his office to Port Colborne in 1995 and has operated from the same location on Clarence Street since then.
In addition to being the owner/operator of a successful small business, while working primarily as a financial advisor, Gary continued to enhance his corporate experience. He served as a representative of his fellow financial planners on an advisory committee at two of his mutual fund dealers. He also served as a Board member of Canadian First Financial Group, a former publicly traded company on the CDNX. In this capacity, he played an important role in the sale of CFFG to Dundee Wealth Management.
Gary believes that you should give back to the communities where you live and work, so he continues to serve on the board of the Port Colborne Community Fund (part of the Niagara Community Foundation), Mapleview Charities, and the Notre Dame Alumni Association. He has also served as a Trustee on both English language school boards in the Niagara Peninsula.
Mr. Talosi brings a varied background, in addition to his financial planning expertise, to his role as a Director, significant shareholder, and Vice President of Lifestyle Wealth Inc., a company recognized for enhancing the lifestyle of individuals, families, organizations, and their employees.