Sherry Xuyi Zhou

Financial Security Advisor
Investment Representative

Having been in the business since 2019 ,I’m committed to my clients’ short and long-term goals. I help clients achieve their financial security goals by creating a goals-based plan. I am the recipient of Million Dollar Round Table (MDRT) adept in providing customized investment strategies to clients.

Recent posts

Financial planning for 2SLGBTQI+ families

May 24, 2023 - Canada Life

From financial planning to estate planning, there are many aspects to financial wellness that are unique to 2SLGBTQI+ individuals, partnerships and families. Here are some considerations for your individual 2SLGBTQI+ financial planning...

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Four tips to help you make the most of your landscaping budget

May 15, 2023 - Canada Life

Don’t break the bank on your home landscaping...

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April 2023 market update

May 05, 2023 - Canada Life Investment Management Ltd.

For the month ending April 30, 2023...

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Ask an advisor: Why work with an advisor? – Canada Life

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 onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”

Protect what's most important: Katherine's story – Canada Life

When Katherine experienced a life changing illness, family and her recovery were top of mind. This meant not letting things like financial obligations get in her way.

 


View the video transcript

 

Description: Sad, slow music begins to play in the background on a black screen.

Description: A woman appears sitting on a chair in a living room beside a table with a vase of flowers. She looks to the right of the camera and begins to speak.

Katherine: I think as humans we always think it's not going to happen to us. We always think it's going to be the next person. We just, I guess, especially when you're younger, you feel invincible. You just feel it's not going to affect you. It's not going to happen to you.

Description: A white box appears screen right of Katherine with red text. The text reads, Katherine, self-employed mother of two.

Description: The white box disappears.

Description: The screen becomes grey and blurred. A white box appears screen right. The text reads, in May 2015, Katherine was diagnosed with Langerhans cell sarcoma. The red text disappears, and more red text appears that reads, 60 known cases worldwide, zero specialists worldwide, 25% survival rate.

Katherine: As we broke this news to various people around us, the people that were, I guess in my husband's world,

Description: The box disappears and Katherine reappears to the right of the camera.

Katherine: which is the medical community, they understood immediately the implications. So they would immediately come and give me a hug. I knew that wasn't good.

Description: The screen becomes grey and blurred again. A white box appears screen right. The text reads, Katherine visited doctors familiar with her illness in Boston and California for treatment options.

Katherine: Every time I would be sitting in the waiting room waiting for my radiation treatment,

Description: The box disappears and Katherine reappears to the right of the camera.

Katherine: I would look at who was sitting around me, and I could see that there were people who were struggling like me with these health issues, but they had other struggles as well. They had to figure out how their rent was going to be paid. They were in a state where they could not go to work, but how could they make their financial commitments?

Description: The screen becomes grey and blurred again. A white box appears screen right. The text reads, in her 30s, Katherine purchased critical illness insurance for her family.

Katherine: This critical illness insurance made the whole.

Description: The box disappears and Katherine reappears to the right of the camera.

Katherine: process of recovery just a lot smoother, a lot easier. By removing the financial element out, by it being able to take care of that financial element, we could just focus on the whole healing, on the whole finding the treatment plan, going through the treatment, all of that, and just getting better.

Description: The screen becomes grey and blurred again. A white box appears screen right. The text reads, Katherine’s cancer is currently under control and doctors continue to monitor her progress.

Description: Katherine: I can't believe that.

Description: The box disappears and Katherine reappears to the right of the camera.

Katherine: It almost seems like it never happened. It was so intense while it was happening. Now that it's over with, it just seems like it was another lifetime away.

Description: The video changes to Katherine walking with her two children on the sidewalk with snow on the ground.

Katherine: When it's about to all be gone, you certainly become aware of what's really most important to you.

Description: The video returns to Katherine.

Katherine: And, I still get mad at my kids and my husband, you know, but I think I'm a lot more patient with the people closest to me because you're just keenly aware that they may not always be there or you may not always be there. So, you know, just let go of the little insignificant things.

Description: The box disappears and Katherine reappears to the right of the camera.

Description: A white screen appears with red text that reads, protect what’s most important – your health and the ones you love. Talk to your advisor today. The Canada Life logo appears.

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