Amir Jafri joined CDSPI in 2019 as Vice President, Technology and Digital Solutions, and is responsible for developing and supporting the firm’s technology and digital transformation strategies. He has over 20 years of IT leadership experience and has previously held Executive roles at FundSERV Inc. and Burgundy Asset Management. Amir holds a Bachelor of Science degree in Computer Science and Mathematics from Allegheny College, Pennsylvania.
Steven Moscone joined CDSPI Advisory Services Inc. in 2018 as Vice-President, Advisory Services. He is responsible for leading a team of Insurance and Investment Planning Advisors who provide trusted expertise and guidance to help protect and grow the wealth of Canadian dental professionals.
Steven has over 20 years of experience in the financial services industry, developing and executing strategic growth strategies with internal and external channels and aligning teams with executional excellence and superior customer experience to achieve outstanding business results.
In addition to his B.A. in Economics from the University of Toronto (Economics Specialist Program) and other industry educational designations, he has earned his Certified Financial Planner® (CFP®) certification.
Margaret joined CDSPI in 2012 as Vice-President and Chief Financial Officer (VP & CFO) and is responsible for finance, banking operations, compliance, human resources and insurance and investment administration. She brings over 20 years of finance experience to CDSPI after holding progressively senior roles at some of Canada’s well-known financial institutions.
Margaret holds the Chartered Professional Accountant (CPA,CA) designation and possesses a Bachelor of Commerce (B.Comm) degree from the University of Toronto.
Aviva Shiff joined CDSPI in 2018 and is responsible for leading the strategic planning and implementation of mission-aligned marketing, communication and digital initiatives that transform the customer experience. Aviva’s team leverages business analytics, market research and the voice of the client to drive value for the dental community.
Aviva has over 15 years of leadership experience in the financial services industry. In addition to her B.Comm degree from Ryerson University, she has earned her Chartered Life Underwriter (CLU) designation and has completed the Branch Managers and Canadian Securities Courses.