Vice-President, Advisory Services
Steven Moscone is the Vice-President of Advisory Services and is responsible for leading a team of Advisors at CDSPI Advisory Services Inc. who provide expert advice and leading insurance and investment solutions to help protect and grow the wealth of Canadian dental professionals.
Steven has 20+ years of experience in the financial services industry. He joined CDSPI Advisory Services Inc. in 2018, developing and executing strategic growth strategies with executional excellence and superior customer experience to achieve outstanding business results.
In addition to his BA in Economics from the University of Toronto (Economics Specialist Program) and other industry accreditation, Steven has obtained his CERTIFIED FINANCIAL PLANNER® designation.