Steven Moscone, B.A., CFP® , Vice-President, Advisory Services
Steven Moscone joined CDSPI Advisory Services Inc. in 2018 as Vice-President, Advisory Services. He is responsible for leading a team of Insurance and Investment Planning Advisors who provide trusted expertise and guidance to help protect and grow the wealth of Canadian dental professionals.
Steven has over 20 years of experience in the financial services industry, developing and executing strategic growth strategies with internal and external channels and aligning teams with executional excellence and superior customer experience to achieve outstanding business results.
In addition to his B.A. in Economics from the University of Toronto (Economics Specialist Program) and other industry educational designations, he has earned his Certified Financial Planner® (CFP®) certification.