Catherine Lê smiling

Catherine Lê, BBA (Fin)

Financial Security Advisor
Investment Representative

Your financial security is of utmost importance to us here at Lê Financial. I want you to feel empowered and confident in your future. I can help you with insurance, investments, retirement and estate planning. I can also help business owners with both your personal and professional planning needs including group benefits.


Do you want to book a meeting to talk about your financial goals with our team? Click this link and set up a meeting today.

Melanie Lang

Administrative Assistant
Marketing Associate

Melanie graduated from MacEwan University in Edmonton, Alberta, with a Bachelor's degree in Accounting and Finance.

 

She has over six years of experience in sales and customer service, as well as experience in financial allocations and budgeting. She currently volunteers on the board of a local Edmonton not-for-profit.

 

She is now pursuing certifications for insurance, investment management, and financial planning.

 

She is excited to assist Catherine with administrative support by maintaining excellent relationships with existing clients and help them reach their financial goals.

Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”

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Jun 06, 2024 - Canada Life

For the month ended May 31, 2024. Read our monthly update to find out what’s been moving markets....

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April 2024 market update

May 07, 2024 - Canada Life

For the month ended April 30, 2024. Read our monthly update to find out what’s been moving markets....

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Revue des marchés de avril 2024

May 07, 2024 - Canada vie

Pour le mois ayant pris fin le  30 avril 2024...

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