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.

Jessica (Linh) Nguyen

Jessica (Linh) Nguyen

Administrative Assistant
Marketing Associate

Jessica graduated from Ton Duc Thang University in Ho Chi Minh, Vietnam, with a Bachelor's degree in Accounting and Auditing.

She has over five years working in sales, consulting, and customer service in a wide range of industries, including institutional fund management.

Currently, she is completing a Supply Chain Management Professional Certificate at Norquest College in Edmonton, Alberta.

She is excited to assist Catherine with administrative support to maintain excellent relationships with existing clients and to help her to reach all clients' 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”

Recent posts

Financial planning for widows

Feb 29, 2024 - Tom Fraser

It’s important to plan how you’ll manage your finances both in the short term and the long term if your spouse dies before you do....

Read more

Financially preparing for the death of a spouse

Feb 22, 2024 - Canada Life

Women may experience unique challenges when it comes to their finances after losing a spouse....

Read more

How much does divorce cost in Canada?

Feb 15, 2024 - Canada Life

In Canada, average legal fees for divorce can run from $1,000 to $25,000, depending on your situation and your relationship with your spouse....

Read more

Contact

Let's build you a financial plan!

Chat with Cat Lê