Our Services

Product solutions

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where I can help. As a financial services professional, I can offer financial advice to help you choose products that meet your current and future goals.

I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.

From starting a savings plan to retirement planning, financing a child's post-secondary education to ensuring your family is financially protected, I can help you build a customized financial security plan. If you own a business, I can help you choose products and services to reward and protect your employees, no matter your company’s size and focus.

*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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