Katherine Le

Katherine Le Email and Phone Number

Owner / Financial Advisor at Katherine Le @ Brokers Trust Insurance Group Inc.
concord, ontario, canada
Katherine Le's Location
Mississauga, Ontario, Canada, Canada
Katherine Le's Contact Details

Katherine Le work email

Katherine Le personal email

n/a
About Katherine Le

Katherine Le is a Owner / Financial Advisor at Katherine Le at Brokers Trust Insurance Group Inc.. She possess expertise in insurance, critical illness, investments, disability insurance, fixed annuities and 21 more skills.

Katherine Le's Current Company Details
Brokers Trust Insurance Group Inc.

Brokers Trust Insurance Group Inc.

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Owner / Financial Advisor at Katherine Le
concord, ontario, canada
Website:
brokerstrust.ca
Employees:
112
Katherine Le Work Experience Details
  • Katherine Le
    Independent Financial Advisor
    Katherine Le Jan 2013 - Present
    Katherine is a registered Life Agent in Ontario. She represents more than one financial company to provide flexibility in her clients' portfolios. It also allows her to provide diverse products like life, health & investment accounts to help her clients.Every unique need requires a plan. Katherine has helped both individuals and businesses to build their risk management plans and wealth plans. Whether it includes protecting your business, employees, or personal health and wealth, Katherine has the skills and expertise to help you build a customized financial plan.Check out www.katherinele.ca
  • Brokers Trust Insurance Group Inc.
    Associate Broker
    Brokers Trust Insurance Group Inc. Mar 2012 - Present
    2780 Highway 7 Suite 201 Concord, On
    Katherine is a Registered Insurance Broker in Ontario with experience in Property & Casualty Insurance.Brokers Trust Insurance Group delivers a full range of products and services in the areas of property and casualty Insurance, and bonding insurance to a diverse clientele which includes individuals, groups, associations and commercial enterprises.
  • Freedom 55 Financial
    Financial Security Advisor
    Freedom 55 Financial Nov 2009 - Jun 2012
  • Quadrus Investments
    Investment Representative
    Quadrus Investments Nov 2009 - Jun 2012
  • Global Educational Marking Corporation
    Resp Sales Representative
    Global Educational Marking Corporation Jan 2009 - Oct 2009

Katherine Le Skills

Insurance Critical Illness Investments Disability Insurance Fixed Annuities Mutual Funds Retirement Planning Brokers Life Insurance Strategic Financial Planning Underwriting Property And Casualty Insurance Financial Planners Estate Planning Wealth Retirement Term Life Insurance Health Insurance Investment Advisory General Insurance Retirement Savings Commercial Insurance Segregated Funds Liability Legal Liability Wealth Accumulation

Katherine Le Education Details

  • Insurance Institute
    Insurance Institute
    Chartered Insurance Professional
  • Insurance Brokers Association Of Ontario (Ibao)
    Insurance Brokers Association Of Ontario (Ibao)
    Basic Broker Preparation Course
  • Investment Funds Institute Of Canada (Ific)
    Investment Funds Institute Of Canada (Ific)
    Mutual Fund License
  • Investment Funds Institute Of Canada (Ific)
    Investment Funds Institute Of Canada (Ific)
    Life License Qualification Program (Llqp)
  • Ryerson University
    Accounting, Finance, Economics, History

Frequently Asked Questions about Katherine Le

What company does Katherine Le work for?

Katherine Le works for Brokers Trust Insurance Group Inc.

What is Katherine Le's role at the current company?

Katherine Le's current role is Owner / Financial Advisor at Katherine Le.

What is Katherine Le's email address?

Katherine Le's email address is ph****@****rson.ca

What schools did Katherine Le attend?

Katherine Le attended Insurance Institute, Insurance Brokers Association Of Ontario (Ibao), Investment Funds Institute Of Canada (Ific), Investment Funds Institute Of Canada (Ific), Ryerson University.

What are some of Katherine Le's interests?

Katherine Le has interest in Volleyball, Sports Like Badminton, Volunteer, Swimming And Fishing, Reading Books, Romantic, Marketing, Making Jewelry And Other Arts/crafts, Science And Technology, Enjoying The Weather As Much As I Can.

What skills is Katherine Le known for?

Katherine Le has skills like Insurance, Critical Illness, Investments, Disability Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Brokers, Life Insurance, Strategic Financial Planning, Underwriting, Property And Casualty Insurance.

Who are Katherine Le's colleagues?

Katherine Le's colleagues are Garry Hill, Gabe Soscia, Domenic Costa, Henry Liu, Andrey Kedrov, Alison Agar, Alexander Zgonnik.

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