Always taking care of you...
ABOUT
Noble Wealth Financial is a financial services company that provides life and health insurance products and services through DESJARDINS FINANCIAL SECURITY INDEPENDENT NETWORK. Mutual funds are provided by Shu-Huei Sue Lee, Certified Financial Planner®, through DESJARDINS FINANCIAL SECURITY INVESTMENTS INC.
Sue started working with clients in 1999 and founded Noble Wealth Financial in 2010. Sue has based Noble Wealth Financial core values on nobility, integrity, and trustworthiness with its clients in mind.
At Noble Wealth Financial we provide to thousands of people within the community, income protection insurance, investment planning and financial advice. In addition, we also provide health insurance to international students, tourists, Canadian travellers.
With over 35 years of combined financial and insurance experience, we can provide you with the professional services you are looking for. Placing your needs is our first goal. From the time we open your portfolio, we will help you discover what is important and coach you through your goals. Since life takes many twists and turns, we will work with you on a consistent basis in order to adjust to life’s changes. We have a diverse team that can provide you with multilingual services, including Mandarin, Cantonese, Taiwanese, English, and French.
We take social responsibility seriously and have been giving back to the community by actively supporting community events, which has earned the respect from local government. Noble Wealth Financial sincerely invites everyone to come and visit us, and we will build together a long-term financial plan only for your needs.
ATTENTION
LIFE AND HEALTH INSURANCE PRODUCTS ARE PROVIDED BY NOBLE WEALTH FINANCIAL THROUGH DESJARDINS FINANCIAL SECURITY INDEPENDENT NETWORK. LIFE AND HEALTH INSURANCE PRODUCTS AND SERVICES ARE NOT AVAILABLE THROUGH DESJARDINS FINANCIAL SECURITY INVESTMENTS INC. (DFS INVESTMENTS) NOR ARE THE INSURANCE PLANS OR SERVICES AVAILABLE AND/OR OFFERED SUPERVISED OR REVIEWED BY DFS INVESTMENTS. DFS INVESTMENTS IS THE MUTUAL FUND DEALER THROUGH WHICH MUTUAL FUND PRODUCTS AND SERVICES ARE PROVIDED.
SHU-HUEI SUE LEE IS ONLY AUTHORISED TO DO MUTUAL FUND BUSINESS IN ONTARIO.
1999
In Business Since
21
Years
In Business
40
Years of Combined Experience
OUR TEAM
Shu-Huei Sue Lee MBA, CFP®
Founder – Noble Wealth Financial
Certified Financial Planner®
Qing (Chelsea) Yang
Life and Health Insurance Advisor
Ontario++
Shawn Smith
DFSIN/DFSI
Managing Director
Ingrid Wei ASA
Life and Health Insurance Advisor
Ontario+++
Winnie Tang
Client Relations Specialist
Lynn Fu
Marketing Manager
Caleb Lee
Agent in Training
CONTACT
For any inquiries, questions or commendations, please call: 519-885-8786 or fill out the following form
*For security reasons, please contact us by phone when sharing any personal or confidential information. Emails are not considered a secure means of transmitting information.)
Careers
Kitchener Branch Location
675 Queen Street South, Unit 200
Kitchener, ON, N2M 1A1
E-Mail:
Tel: 519-885-8786