Our Team


Ed Dermit
Ed Dermit joined CDSPI in September 2014, bringing over 15 years of senior management experience in financial services marketing. Prior to CDSPI, Ed held senior roles at Manulife Asset Management, VenGrowth, ING Investment Management and AGF. Ed has a Bachelor of Arts degree from York University, and enjoys playing hockey in his leisure time.
Amir Jafri
Vice-President, Technology & Digital Solutions

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
B.A., CFP®
Vice-President, Investment Advisory Services

Steven Moscone joined CDSPI Advisory Services Inc. in 2018 as Vice-President, Investment Advisory Services. He is responsible for leading a team of Investment Planning Advisors dedicated to growing the wealth of dental professionals across Canada.


Steven has over 20 years of experience in the financial services industry, holding progressively senior positions at a major Canadian bank. In addition to his B.A. in Economics from the University of Toronto, he has earned his Certified Financial Planner® (CFP®) certification.



Susan Roberts
Vice-President, Insurance Advisory Services

Susan Roberts has practiced in the insurance industry for over 20 years in several advisory and claim focused roles. In her role as Vice-President of the Insurance Advisory team, she leads a team of experienced insurance advisors who provide expertise and guidance to Canadian dental professionals.

Susan holds a Bachelor of Arts degree from the University of Western Ontario along with numerous insurance industry licenses and designations. Susan is the Deputy Principal Broker at CDSPI Advisory Services Inc.

Margaret Rutherford
CPA, CA, B.Comm
Vice-President & CFO

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
Vice-President, Customer Experience and Strategic Alliances

Aviva Shiff joined CDSPI in 2018 as Vice-President, Customer Experience and Strategic Alliances. She is responsible for  developing strategic initiatives that transform the client experience, focusing on client and industry insights, stakeholder relations, value-added programs and services, and digitalization projects.

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.

Julie Yoshikuni
BA (Hons)
Vice-President, Marketing

Julie Yoshikuni joined CDSPI in 2016 as Vice-President, Marketing. She is responsible for leading the Marketing team and marketing strategy. This includes managing the brand, social media and websites, with a focus on promoting and educating the Canadian dental community about the insurance, investments and support offered by CDSPI.

Julie has more than 20 years of experience in marketing and product roles within the financial services industry. She has a Bachelors degree in Economics from the University of Toronto.