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.


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.


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