About Kevin
Kevin Bautista is an Investment Sales Associate and Administrator who holds a Bachelor of Commerce Degree. Kevin has 10+ years’ experience in the financial services industry, previously working at two major financial institutions. Kevin provides support to help the advisory team build and maintain strong relationships in the dental community.
“I think it is essential to have realistic goals, short and long-term. Once you have figured that out, putting together a financial plan is the next step. Providing support to the advisors has provided me with important perspective about the value of having and sticking to a plan.”
Perspective on Working with Dentists
Kevin’s interest in investments piqued when he worked at a financial institution serving clients with various issues including paying off long-term debt, starting investments and RESPs (Registered Education Savings Plan). He continued to learn more and eventually joined CDSPI Advisory Services Inc. to broaden his knowledge and skillset in the industry while working collaboratively with the Investment Advisory Team.
Kevin’s objective is to enable dentists to achieve their financial goals. He does this by helping the advisors focus on meeting and fostering relationships with dentists. “I think the goal is always to help clients feel some sort of financial freedom as they plan their lives.”
Working at CDSPI, Kevin values the work-life balance that is inherent to the organization’s culture. He believes a company that cares for its employees inevitably extends that care and compassion to its clients. “CDSPI being a boutique organization, enables us to focus all our efforts on the wellbeing of the dental community, without having to worry about commission. I love working with dentists and watching as they progress through their careers from students onwards.”
Education
- Bachelor of Commerce degree, Toronto Metropolitan University