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Shaun S. Persaud CFP® CIM® FCSI® CLU®

Shaun S. Persaud CFP® CIM® FCSI® CLU®

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location of Shaun S. Persaud CFP® CIM® FCSI® CLU®Toronto, Ontario, Canada

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  • Timeline

  • About me

    District Manager at Sun Life

  • Education

    • York University

      1996 - 2001

  • Experience

    • Sun Life

      Jan 2006 - now

      Leveraged my exceptional leadership skills and extensive experience to drive revenue growth and foster strong customer relationships.Sales Team Leadership: Build, develop and motivate high performing sales team , Sales Strategy: Develop and execute comprehensive sales plansBusiness Development: Identify and pursue new business opportunities Sales Performance Analysis; Track sales metrics, analyze data, and generate reports to evaluate performanceTeam Collaboration and Communication: Foster a collaborative and inclusive team environment Show less

      • District Manager at Sun Life

        Mar 2025 - now

      • Business Development Consultant

        Jan 2020 - Mar 2025

      • Senior Associate Manager

        Sept 2017 - Jan 2020

      • Associate Manager

        Jun 2014 - Sept 2017

      • Sales Manager

        Jan 2011 - Jun 2014

      • Advisor

        Jan 2006 - Jan 2011

  • Licenses & Certifications

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Apr 2002
      View certificate certificate

    • CFP Certified Financial Planner

      Financial Planning Standards Council (FPSC)
      Jun 2017
      View certificate certificate

    • Fellow of CSI (FCSI®)

      Canadian Securities Institute
      Apr 2023
      View certificate certificate

    • Chartered Investment Manager (CIM®)

      Canadian Securities Institute
      May 2021
      View certificate certificate

    • Fellow of CSI (FCSI®)

      Canadian Securities Institute
      Apr 2023
      View certificate certificate

    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Dec 2007
      View certificate certificate

    • Advanced Investment Strategies (AIS)

      Canadian Securities Institute
      Sept 2020
      View certificate certificate

    • Portfolio Management Techniques (PMT®)

      Canadian Securities Institute
      May 2021
      View certificate certificate

    • Chartered Life Underwriter (CLU)

      The Institute for Advanced Financial Education
      Apr 2019

    • Wealth Management Essentials (WME®) for Financial Planners

      Canadian Securities Institute
      Mar 2012
      View certificate certificate