SERVICES

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.

OUR TEAM

Shu-Huei Sue Lee  MBA, CFP®

Founder – Noble Wealth Financial

Certified Financial Planner®

Qing (Chelsea) Yang  

Life and Health Insurance Advisor

Ontario++

Bingran Wang

Insurance Marketing Coordinator

Shawn Smith

DFSIN/DFSI

Managing Director

Ingrid Wei  ASA

 

Life and Health Insurance Advisor

Ontario+++

Winnie Tang

Client Relations Specialist

 

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

To inquire about a career with Desjardins Financial Security Independent NetworkPlease check:

 

 

Kitchener Branch Location

675 Queen Street South, Unit 230 
Kitchener, ON, N2M 1A1

E-Mail: FinancialCenter280@dfsinkitchener.ca

Tel:  519-742-4691 

Fax: 519-742-0621

Sub Branch Location

7 Willow Street
Waterloo, ON N2J 1V6

Email: sue.lee@dfsin.ca

Tel:  519-885-8786

Fax: 519-772-1119

 

© 1999-2017 by Noble Wealth Financial Inc.    

® Registered trademark owned by Desjardins Financial Security Life Assurance Company    

* Mutual funds are distributed through Desjardins Financial Security Investments Inc.    

Shu-Huei Sue Lee is authorized to offer mutual funds and licensed for life and health insurance in Ontario.

++ Qing (Chelsea) Yang is licensed for life and health insurance in Ontario.

+++ Ingrid Wei is licensed for life and health insurance in Ontario.