New Vice-President of Investment Advisory Services

 

Steven Moscone has dedicated his 20-year career to helping clients achieve their financial dreams. He has held progressively senior positions at a major Canadian bank, most recently as Director, Sales Practice Leadership where he championed a client-focused philosophy. Steven is a graduate of the University of Toronto with a B.A. in Economics and is a Certified Financial Planner® (CFP®) Professional.

Steven has three children with diverse interests ranging from sports to competitive public speaking. He is a very active and involved parent.

 

“I want all of our clients to be so thrilled with our service and performance that they become ambassadors for CDSPI.”

 

Meet the Investment Advisory Services Team