Current role
Devon Kauffeldt joined CDSPI Advisory Services Inc. in 2018 as an Investment Associate, working in the areas of wealth management, retirement planning, estate and tax planning. Based in Toronto, he provides ongoing client support and assists the Investment Advisory Team in developing relationships with the dental community.
Experience
Prior to joining CDSPI, Devon worked as a financial advisor at a leading financial institution and has several years of experience providing financial advice and client service. He holds a BBA, MA and MBA from universities in the US and Europe.
Outside of work
Devon is a dedicated sports fan, especially soccer. He enjoys spending time with his wife and two German shepherds. Devon is also a certified rescue diver and spends as much time in the water as possible.