About Us

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Our Team

 

Kevin Bautista
Investment Sales Associate, CDSPI Advisory Services Inc.

Current role

Kevin Bautista joined CDSPI Advisory Services Inc. in 2018 as an Investment Associate. In this role, he works collaboratively with the Investment Advisory Team in the areas of wealth management, retirement planning, tax and estate planning. Kevin provides support to help the team maintain and build relationships in the dental community.

Experience

Kevin has nine years’ experience in the industry, previously working at two major financial institutions—in both personal and business services. He graduated from Ryerson University with a BComm degree in Business Management.

Outside of work

Kevin is an avid sports enthusiast who spends time at the gym regularly. He loves to participate in running events and obstacle course challenges such as Tough Mudder, Spartan Race and Warrior Dash.

Brian Buirs
CFP®, FMA
Investment Planning Advisor, British Columbia Region, CDSPI Advisory Services Inc.

Current role

Brian Buirs joined CDSPI Advisory Services Inc. in 2015 as an Investment Planning Advisor based in the Lower Mainland of British Columbia. He serves the financial planning needs of dental professionals and their families in the areas of investment, retirement, tax, and estate planning. Brian is also well versed in optimizing income splitting and capital gains exemption opportunities stemming from the incorporation or sale of dental practices.

Experience

Brian is a wealth management professional with 20 years of experience working with high net worth clients, some of which are physicians, accountants, lawyers and dentists. For 12 of those years, he worked as a senior financial planner with a national firm serving physicians and their families. Complementing Brian’s extensive experience is his university education and industry designations. In addition to a Bachelor of Commerce degree (BComm.) from the University of British Columbia (UBC), Brian holds both the Certified Financial Planner® (CFP®) and Financial Management Advisor (FMA) designations.

Outside of work

Brian is married and the proud father of two daughters. An outdoor enthusiast, Brian likes nothing better than to be out on the water with his family. He also enjoys reading, hiking and a variety of sports, such as football, soccer and tennis. Committed to the efforts of his community, Brian is a member of the Rotary Club and the Langley Chamber of Commerce.

Shane Dewling
BA, CFP®, FMA
Investment Planning Advisor, CDSPI Advisory Services Inc.

Current role

Shane Dewling joined CDSPI Advisory Services Inc. in 2015 as an Investment Planning Advisor for dental professionals and their families. He provides investment planning expertise in the areas of tax planning, estate planning, retirement and wealth management. Shane is also well versed in helping dentists leverage their business assets through the incorporation or sale of their dental practice.

Experience

Shane, who holds both the Certified Financial Planner® (CFP®) and Financial Management Advisor (FMA) designations, is a wealth management specialist with over 20 years of experience working with high net worth clients, such as physicians, accountants, lawyers, and dentists. For much of his career, he worked with a national firm serving medical professionals and their families.

Outside of work

Shane is married and the proud father of two children. He has been an active fundraiser for various charitable organizations and, in his spare time, enjoys travelling with his family and friends. With an appreciation for the Canadian outdoors, Shane prefers exploring the beauty offered by Canadian scenery and landscapes. However, in addition to seeing Canada coast-to-coast, Shane has also travelled to international destinations such as the Bahamas, British & U.S. Virgin Islands, Mexico and Hawaii.

Penny Hall
CFP®
Investment Planning Advisor, British Columbia Region, CDSPI Advisory Services Inc.
Current role

Penny Hall joined CDSPI Advisory Services Inc. in 2018 as an Investment Planning Advisor based in British Columbia, having worked in the financial services industry for over ten years in the United Kingdom and BC. Penny is well-versed in delivering financial planning strategies that help clients clarify and achieve their goals to grow and protect their personal and business assets.

Experience

Before joining CDSPI, Penny worked for a boutique financial services company providing an elevated level of service to an exclusive clientele. She has advised many high net worth executives, professionals and business owners and continues to provide this degree of preferential attention to her clients at CDSPI. Penny has also helped buy, sell and operate several businesses for family members, so she understands the importance of financial planning in a small business environment.

Penny passionately believes in building a foundation of trust by learning as much as she can about each client’s professional and personal goals so that she can tailor solutions to meet their specific needs.

Outside of work

Penny is married with two young daughters. She moved to British Columbia for the lifestyle and she and her family are taking full advantage of everything the region has to offer, from hiking and skiing, to concerts, theatre and its many fine restaurants.

Jennifer Hung
Investment Sales Associate, CDSPI Advisory Services Inc.

Current role

Jennifer Hung joined CDSPI Advisory Services Inc. in 2016 as an Investment Associate and Administrator for the Western Region of Canada. Based in Burnaby, B.C., she provides ongoing client support and assists the Financial Planning Advisory team in developing relationships with the dental community in the region.

Experience

Jennifer has 11 years of experience in the financial services industry and graduated from Simon Fraser University with a Bachelor’s degree in Economics.

Outside of work

Jennifer enjoys spending time outdoors, hiking and practising yoga. She is a food enthusiast and an avid dog lover.

Shan Janmohamed
BA, CFP®, RRC®
Investment Planning Advisor, CDSPI Advisory Services Inc.
Current role

Shan Janmohamed joined CDSPI Advisory Services Inc. in 2018 as an Investment Planning Advisor for dental professionals and their families. He provides planning expertise in the areas of tax, estate, retirement, and wealth management. Shan is also well versed in leveraging opportunities stemming from the incorporation or sale of a dental practice.

Experience

Shan started his career in finance over 20 years ago as a runner on the floor of the Toronto Stock Exchange. After a decade in securities trading, he moved on to work as a financial advisor at a leading financial institution. His approach to customer service led to close connections with his clients, allowing him to develop personalized financial plans to help them realize their goals. Shan holds both the Certified Financial Planner® (CFP®) and Registered Retirement Consultant® (RRC®) designations, as well as a Bachelor of Arts degree from McGill University.

Outside of work

Shan is an accomplished triathlete and marathon runner. He is also an avid traveller who has climbed Mt. Kilimanjaro, driven the Ho Chi Minh Highway on a motorcycle, hiked the Great Wall of China, and cycled from Bruges to Amsterdam. Shan donates his time and experience to organizations that empower low-income Canadians by teaching them to manage their finances.

Devon Kauffeldt
Investment Sales Associate, CDSPI Advisory Services Inc.

Current role

Devon Kauffeldt joined CDSPI Advisory Services Inc. in 2018 as an Investment Associate, working in the areas of wealth management, retirement planning, estate and tax planning. Based in Toronto, he provides ongoing client support and assists the Investment Advisory Team in developing relationships with the dental community.

Experience

Prior to joining CDSPI, Devon worked as a financial advisor at a leading financial institution and has several years of experience providing financial advice and client service. He holds a BBA, MA and MBA from universities in the US and Europe.

Outside of work

Devon is a dedicated sports fan, especially soccer. He enjoys spending time with his wife and two German shepherds. Devon is also a certified rescue diver and spends as much time in the water as possible.

Tom Kawasaki
CFP®
Investment Planning Advisor, CDSPI Advisory Services Inc.

Current role

Tom Kawasaki joined CDSPI Advisory Services Inc. in 2017 to spearhead our financial planning services in the Ottawa region. He is a bilingual Investment Planning Advisor who has held the Certified Financial Planner® (CFP®) designation since 2005.

Experience

Tom has almost 20 years of experience working in the financial services industry, much of it working with professionals, their families, and other high net worth individuals. He provides investment planning expertise in the areas of tax planning, incorporation, estate planning, retirement and wealth management.

Tom’s goal is to continue to set CDSPI apart with unbiased and non-commissioned advice tailored to the dental community. He has a very personal approach to building client relationships, taking the time to learn as much as he can about each client’s professional and personal goals. He builds a foundation of trust and earns business by developing creative solutions to meet each individual’s specific needs.

Outside of work

Tom is married and the proud father of two daughters. He is a cycling enthusiast and enjoys a good round of golf when he can manage to find time to head to the course. He is also a watch collector, with a fondness for well-crafted time pieces from the 40s and 50s.

Dwight Laughton
CFP®
Investment Planning Advisor, CDSPI Advisory Services Inc.

Current role

A veteran of the financial services industry, Dwight brings over 20 years of experience to CDSPI, providing expertise in the areas of tax planning, estate planning, retirement and wealth management. Dwight is well versed in delivering financial planning strategies that help clients clarify their goals, build their own unique plan, and grow and protect their personal and business assets.

Experience

A veteran of the financial services industry, Dwight brings over 20 years of experience to CDSPI, providing expertise in the areas of tax planning, estate planning, retirement and wealth management. Dwight is also well versed in investment strategies that leverage income splitting and capital gains exemption opportunities for clients who own, wish to incorporate, or want to sell their dental practices.

During his tenure at a national firm serving medical professionals, Dwight succeeded in growing his clients’ portfolios, developing solid client relationships and exceeding their expectations. Complementing his professional experience is Dwight’s attainment of the industry gold standard Certified Financial Planner® (CFP®) designation.

Outside of work

A sportsman at heart, Dwight is actively involved in community basketball and recreational tennis for personal leisure. He serves as a referee for basketball teams in Mississauga, and occasionally takes to the tennis court for a few rounds during the warmer months.

Debbie Okamoto
CFP®
Senior Investment Planning Advisor, CDSPI Advisory Services Inc.

Current role

Debbie Okamoto joined CDSPI Advisory Services Inc. in 2007 as a Senior Investment Planning Advisor, following 31 years of experience in financial service roles at some of Canada’s major banks. Focusing on dentists at all stages of their careers, Debbie provides financial planning solutions that address their investment, retirement, tax and estate planning goals, while minimizing exposure to risk.

Experience

A veteran of the financial services industry with 40+ years of experience, Debbie gained much of her client expertise and financial knowledge through practical experience and courses completed “on the job”. She also holds the Certified Financial Planner® (CFP®) designation and has completed the Canadian Securities Course (CSC®).

Outside of work

Outside of her professional life, Debbie is a culinary enthusiast who enjoys cooking and exploring local and international dining experiences. She also has an intrepid spirit and has covered considerable international ground, hiking the Inca Trail to Machu Picchu, weathering an extreme thunderstorm during an overnight boat trip in Ha Long Bay, Vietnam, and taking a trail ride in the foothills of the Andes in Mendoza, Argentina. Back at home, Debbie appreciates a good, live theatre narrative, which she enjoys in the company of her grandchildren, who keep her busy and active.

Lamees Rahif
CFP®
Investment Planning Advisor, CDSPI Advisory Services Inc.

Current role

Lamees Rahif joined CDSPI Advisory Services Inc. in 2017 as an Investment Planning Advisor in Ontario. With over 25 years of experience in financial services, Lamees adopts a personalized approach in providing comprehensive financial and estate planning for clients and their families.

Experience

Prior to joining CDSPI, Lamees worked for a leading financial institution providing financial advice to professionals and high net worth clients. Lamees has held the Certified Financial Planner® (CFP®) designation since 2007. She completed her undergraduate diploma at the University of Glamorgan in Wales, United Kingdom, specializing in math, statistics and computing, and studied for one year in a post-graduate program at Leicester Polytechnic (now De Montfort University), also in the United Kingdom.

Outside of work

Lamees enjoys milongas (a Latin American music and dance style) and travelling with her family. She is also passionate about volunteering with non-profit organizations that empower women to get back to the workforce, as well as helping newcomers to Canada navigate our financial landscape.

Dana Scott
CFP®, MBA
Investment Planning Advisor, CDSPI Advisory Services Inc.

Current role

As Investment Planning Advisor at CDSPI Advisory Services Inc., Dana Scott provides expert financial planning solutions for the Canadian dental community in Atlantic Canada. She has senior-level expertise in the areas of wealth management, retirement, tax and estate planning.

Experience

A seasoned financial services professional, Dana brings more than 20 years of experience to CDSPI. She is well-versed in delivering financial planning strategies that help clients clarify their goals, build their own unique plan, and grow and protect their personal and business assets.

Prior to joining CDSPI, Dana worked as an Investment Advisor and Regional Sales Manager for major financial institutions. Complementing her many years of experience is her professional designation as a Certified Financial Planner® (CFP®). She also holds a Bachelor of Business Administration from Mount Saint Vincent University and a Masters degree in Finance from Dalhousie University.

Outside of work

Outside of her professional life, Dana likes to spend time with her two teenage children, and enjoys entertaining, boating and travelling. She also volunteers and supports various associations including Lacrosse Nova Scotia, Halifax Hawks Minor Hockey and the Financial Planning Standards Council.

Michael Tyler
CFP®, FMA
Investment Planning Advisor, Manitoba Region, CDSPI Advisory Services Inc.

Current role

Michael Tyler joined CDSPI Advisory Services Inc. in 2017 as an Investment Planning Advisor for the Manitoba Region, providing expertise in financial wealth management solutions exclusively for the needs of dental professionals. He provides dentists with comprehensive financial planning advice that addresses their personal and professional considerations in the areas of tax, retirement, estate, investment and wealth transfer.

Experience

Michael offers CDSPI Members a wealth of experience, having worked in the financial services industry for nearly 20 years. Of those, 10 years were devoted to serving high net worth individuals. With previous experience at a firm that provides advice to medical professionals and their families, Michael is well versed in financial planning strategies for the incorporated and high net worth professional. Whether in a one-on-one or large group setting, Michael excels at delivering complex financial planning advice and strategies that are easy to understand and practical. To compliment his industry experience, Michael holds both the Certified Financial Planner® (CFP®) and Financial Management Advisor (FMA) designations.

Outside of work

Outside of work, Michael is the proud parent of one daughter, and is a former jazz and classical musician. He continues to pursue these genres of music as a hobby, and is committed to sharing his passion for them with his daughter, who is a talented singer.

Matthew Wright
Investment Sales Associate, CDSPI Advisory Services Inc.

Current role

Matthew Wright joined CDSPI Advisory Services Inc. in 2015 as an Investment Associate based in Toronto. As an associate, he works collaboratively with CDSPI Investment Planning Advisors nationwide to maintain and build relationships in the dental community in the areas of wealth management, retirement planning, estate & tax planning.

Experience

Matthew is bilingual and has a background in the financial service industry—both professionally and academically. He obtained his MBA degree with a focus in Finance from Grenoble Graduate School of Business in London, UK, and graduated from Trent University with his Bachelor of Business Administration.

Outside of work

Matthew is an avid concert goer, motorcyclist, traveller and sports enthusiast. In the summer months, he spends his time fishing & wakeboarding. In winter, you can catch him playing hockey or travelling to various mountain ranges to hit the slopes.