Steven Moscone joined CDSPI Advisory Services Inc. in 2018 as Vice-President, Investment Advisory Services. He is responsible for leading a team of Investment Planning Advisors dedicated to growing the wealth of dental professionals across Canada.
Steven has over 20 years of experience in the financial services industry, holding progressively senior positions at a major Canadian bank. In addition to his B.A. in Economics from the University of Toronto, he has earned his Certified Financial Planner® (CFP®) certification.