Usman Idrees
Advisor at Sun Life @Sun Life
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2025 — Present
Advisor at Sun Life @Sun Life
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Ajax, ON, CA
Conducting meetings with prospective and existing Clients- Reviewing their current financial state and gather information about their future goals- Building a financial roadmap to help them achieve these goals- Recommending and implementing suitable insurance and investment products that align with this financial roadmap.
ABOUT USMAN IDREES
I am a Sun Life advisor. These are my personal opinions and do not constitute…
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