Kusum Sen BA, CHS, CLU, CII, RIS, MDRT Life Member
Investment Fund Advisor*
As a professional in the field of Insurance and investments specifically geared towards personal financial security planning I have been a financial advisor assisting people. Since 1994 I invested my undivided attention to advising and supporting the needs of my clients and to assisting them in creating financial solutions for their short, medium and long term requirements. My understanding and empathy for people's situations created a bond that has lasted for almost two decades.
By planning, understanding and working together, my clients and friends have come a long way to achieving success, happiness and peace of mind. The key to their success has been my passion for excellence which I share and impart with care and understanding.
I have achieved very high standards in the industry by qualifying for the Million Dollar Round table, for more than 10 years consecutively. My understanding of my clients' needs, desires and goals has been the link between my success and theirs. I bring to my association with people the in depth knowledge and appreciation of multicultural needs, which comes with working with people from all parts of the world with a common objective to make their present and future lives better each day forward.
University Of Calcutta
Bachelor of Arts - BA, English Language and Literature, General
Licenses & Certifications
Responsible Investment Specialist
Responsible Investment Association
Issued January 2021 - No Expiration Date
Credential ID RIS
Chartered Life Underwriter
The Institute for Advanced Financial Education
Issued May 2019 - No Expiration Date
Credential ID CLU
Certified Health Insurance Specialist
Issued Feb 2018 - No Expiration Date
Credential ID CHS
MDRT Life Member
MILLION DOLLAR ROUND TABLE FOUNDATION U.S.
Issued Jul 2008 - No Expiration Date
Credential ID Life Member
International Certificate for Financial Advisors
The Chartered Insurance Institute U.K.
Issued Nov 2004 - No Expiration Date
Credential ID CII
Board Member Toronto Chapter
Advocis, The Financial Advisors Association of Canada
Jan 2013 – Jan 2015
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.
Financial Literacy Volunteer
Junior Achievement Central Ontario (JACO)
Apr 2019 – Present
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.
Board Member, Advisor To The Board
Information Resources Management Association Of Canada (IRMAC)
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.