Kusum Sen B.A, CLU, CHS, RIS, MDRT Life Member in

Kusum Sen B.A, CLU, CHS, RIS, MDRT Life Member

Evaluator · DISC type Dsc
Financial Planner at Carte Financial Group
📍 Toronto, Ontario, Canada

Kusum Sen is a dynamic financial planner with over 25 years of experience, currently with Carte Financial Group. She serves as the Professional Development Chair for the Advocis Toronto Board and holds a certificate from the IFSE Institute. Colleagues and clients describe her as knowledgeable, experienced, and diligent in her approach.

Outside of her primary financial planning role, Kusum is involved in Torontos professional community. She attends local networking and cultural events, such as those hosted by the Museum of Toronto and the Ireland Canada Chamber of Commerce, demonstrating an interest in community engagement and development.

She was once featured in My Business Magazine for her work ethic and success as a strong woman in her field.

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Experience
40 Years
Current Role
Financial Planner
Location
Toronto, Ontario, Canada
Personality Overview

How Kusum shows up

Fast But Analytical
Quality Focused
Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Priorities

Topics Kusum cares about

Holistic Financial Planning
Her professional philosophy emphasizes a holistic approach, ensuring her clients' goals and interests are the top priority in achieving their financial freedom.
Retirement Strategy
Frequently posts about the nuances of RRSP planning, viewing it as a critical tool for a disciplined and informed retirement strategy, not just a tax deduction.
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Career

Work history

6-2025
Financial Planner
Carte Financial Group
2-2011 - 3-2025
Financial Planner
Desjardins Financial Security Independent Network
2-2011 - 3-2025
Investment Fund Advisor
Desjardins Financial Security Investments Inc.
7-2008 - 11-2010
Financial Advisor
Sun Life Financial
9-2006 - 9-2008
Senior Executive Consultant
Nexus Insurance Brokers LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
3-2024 - 3-2026
Affiliate Member
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
1-2025 - 1-2025
Certificate
IFSE Institute
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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