Sherrie Le Email & Phone Number | WHAT I DO: I work with an advisory team consisting of accountants, lawyers, and tax planners to ensure my clients keep more money in their pockets. Whether it's the burden of a large tax bill upon death, business succession planning, or any other financial challenge, my job is to ensure you are well taken care of in all aspects of corporate financial planning. WHO I RELY ON: underwriters, actuaries, and specialized lenders to help facilitate my advanced insurance planning. WHO I PARTNER WITH: accountants, tax & estate planners, lawyers, commercial lenders, and mortgage brokers, realtors, financial planners and much more. WHY IT WORKS: When you partner with planning professionals you get the most efficient, effective and affordable business planning that small to medium size business owners are looking for right now. WHAT MAKES ME DIFFERENT: I leverage my business contacts to serve my business owner clients better, I do introduction, planning, integration of my solutions with an understanding of creating efficient tax strategies for my small to medium size business owner clients.

Sherrie Le

WHAT I DO: I work with an advisory team consisting of accountants, lawyers, and tax planners to ensu...
Vancouver, British Columbia, Canada

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Sherrie Le’s Location Vancouver, British Columbia, Canada

Sherrie Le’s Current Industry Idc Worldsource Insurance Network Ly And Associates Financial

Sherrie Le’s Prior Industry Advocis Vancouver | Customplan Financial Advisors | Cf Canada Financial | Sun Life Financial

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Financial Advisor

2020-11-01 00:00:00 - Present

Financial Advisor

2018-04-01 00:00:00 - Present

Member

2019-01-01 00:00:00 - 2021-01-01 00:00:00

Financial Advisor

2018-05-01 00:00:00 - 2019-11-01 00:00:00

Advisor/Broker

2015-10-01 00:00:00 - 2018-05-01 00:00:00

Financial Advisor

2012-10-01 00:00:00 - 2015-10-01 00:00:00

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Sherrie Le is a WHAT I DO: I work with an advisory team consisting of accountants, lawyers, and tax planners to ensure my clients keep more money in their pockets. Whether it's the burden of a large tax bill upon death, business succession planning, or any other financial challenge, my job is to ensure you are well taken care of in all aspects of corporate financial planning. WHO I RELY ON: underwriters, actuaries, and specialized lenders to help facilitate my advanced insurance planning. WHO I PARTNER WITH: accountants, tax & estate planners, lawyers, commercial lenders, and mortgage brokers, realtors, financial planners and much more. WHY IT WORKS: When you partner with planning professionals you get the most efficient, effective and affordable business planning that small to medium size business owners are looking for right now. WHAT MAKES ME DIFFERENT: I leverage my business contacts to serve my business owner clients better, I do introduction, planning, integration of my solutions with an understanding of creating efficient tax strategies for my small to medium size business owner clients.

Sherrie Le currently works in the Idc Worldsource Insurance Network | Ly And Associates Financial |

Sherrie Le has prior
experience in the following industries:
Advocis Vancouver | Customplan Financial Advisors | Cf Canada Financial | Sun Life Financial

Sherrie Le has the following professional experience:
Idc Worldsource Insurance Network | Ly And Associates Financial | Advocis Vancouver | Customplan Financial Advisors | Cf Canada Financial | Sun Life Financial