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.”