About

Education

University Of Calcutta
Bachelor of Arts - BA, English Language and Literature, General

Licenses & Certifications

Chartered Life Underwriter
The Institute for Advanced Financial Education
Issued May 2019 - No Expiration Date
Credential ID CLU
See credential

Certified Health Insurance Specialist
Advocis Canada
Issued Feb 2018 - No Expiration Date
Credential ID CHS
See credential

MDRT Life Member
MILLION DOLLAR ROUND TABLE FOUNDATION U.S.
Issued Jul 2008 - No Expiration Date
Credential ID Life Member
See credential

International Certificate for Financial Advisors
The Chartered Insurance Institute U.K.
Issued Nov 2004 - No Expiration Date 
Credential ID CII​
See credential

Volunteer Experience

Jan 2013 – Jan 2015
Economic Empowerment
Voluntary membership association of financial advisors in Canada. Advocis members provide financial advice, product service and employee benefit planning to millions of Canadians in a number of areas including estate and retirement planning, wealth management,risk management and tax planning.

Apr 2019 – Present
Economic Empowerment
The Dollars with Sense JA Canada program across central Ontario to teach 3-12 grade students about financial literacy, workplace readiness and entrepreneurship. An interactive program designed to encourage students to develop the financial literacy necessary to make informed decisions about their financial life. By participating in this program, students get the tools they need to make smart financial decisions, live debt free and become savvy investors. On May 31st, members of Advocis Toronto will be volunteering with JA to deliver the Dollars with Sense program.

Apr 2019 – Present
Science and Technology
Non-profit vendor, independent association of information management and business professionals. Primary objective is to provide a forum for members to exchange information, experiences and to promote the understanding, development and practice of managing information and data as a key enterprise asset.

*Mutual funds distributed through Desjardins Financial Security Investments Inc.

Life and health insurance products are provided by Kusum Sen through Desjardins Financial Security Independent Network. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered, supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.

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