Understanding different insurance policies requires you to ask a lot of questions. Kusum helped us answer them with unbelievable patience and clarity. She presented scenarios and constantly followed up. She is dedicated, thorough and diligently manages every detail.
Looking back a few years, working with Kusum has only resulted in trusting her decisions even more. She is now our financial advisor on TFSA as well.
Thank you Kusum for your support and help.
The one problem I've always had when signing up for insurance products was getting a clear understanding of what I'm signing up for. After hearing a presentation that Kusum had prepared for me I had a complete understanding of the subject. She is thorough with the material.
She is the first person that I can think of when friends and family are looking for a financial advisor. Kusum helped me with my Life Insurance, Critical Illness Insurance and Long Term Care Insurance. The only regret I have is not signing up with her earlier.
Mrs. Kusum Sen has been my financial advisor for over 20 years and during that time she has been exemplary in her work ethic and integrity. She has safeguarded my financial goals and worked assiduously to strengthen and enhance my portfolio, always, with the aim of long term success. She is someone who genuinely cares for her clients and will ALWAYS go the extra mile to realize their aims. She is a credit to Desjardins and the financial services industry. Mrs. Sen, thank you for your service.
Kusum is a very dedicated, polite, friendly and diligent advisor. She is very thorough in providing information about my life and critical insurance.
It was a pleasure dealing with you and commend you for your exemplary work.
Kusum has been my long-term insurance advisor. Originally helping me with my permanent Life & Critical Illness insurance, then my Long Term Care Insurance and more recently Term Life Insurance as my family has increased. She is extremely knowledgeable, but I appreciate how much she cares and will work on my behalf. Such as helping me to action an insurance option where I missed a deadline due to a move or setting up my policies as a bundle to reduce my monthly cost. Kusum thank you for always having my best interest at heart.
Kusum is a true gem who is both a very educated, knowledgeable, and thorough professional who clearly knows her trade AND she is also very caring and compassionate and takes the time to know her clients and act & advise according to their needs. I have found Kusum to be very diligent and timely in her communications and follow-up – which is greatly appreciated when life gets busy and other matters pose distractions. Kusum has a wonderful way of reminding you to complete what is necessary because she truly cares and wants the best for her clients. I highly recommend her services for anyone seeking support with their investment and insurance needs.
As a financial planner at DFSIN and DFSI, I look forward to meeting you and understanding your goals and needs.
As a professional in the field of insurance and investments, my understanding of people's goals and aspirations has created a lasting bond over two decades. The key to their success has been my passion for excellence.