To be recognized for maximizing efficiency within organizations
We optimize efficiencies in business operations while contributing to enhanced value
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
Kristen Velanoff brings over 15 years of experience in the financial services industry specializing in process documentation, marketing, project management and strategic support.
Kristen worked for two significant financial corporations for 11 years in head office and branch environments. She has experience working with MFDA/IIROC (CIRO), ICPM, Life Insurance and non-financial organizations.
She is a graduate of the University of Waterloo with an Honours BA in Speech Communication, Retirement Pensions Associate (RPA) 1, Dalhousie University, Project Management, McMaster University, Panel Presenter, National Communications Association (NCA) and the Canadian Investment Funds Course (CIFC), IFSE Institute.
In 2020, Kristen founded COADA, offering a number of services to help organizations maximize efficiencies.
In 2023, COADA partnered with CEO Capital Strategies Inc. to provide operational resources and additional services to its clients. In the summer of 2025, CEO Capital expanded to include nine "best in class" business Consultants with impressive success patterns in their discipline. This affiliation significantly increases COADA's value proposition and offerings to its clients.
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