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Investment Executive interview on mutual fund fees cut

on Tue, 02/20/2018 - 23:05

Attached interview with the Investment Executive, published Feb 5, 2018, on mutual fund fees cut


Online version

Thank you for your support :)

TruFinancial recognized by US Business News & Wealth and Finance News

on Fri, 01/12/2018 - 11:49

We were thrilled to learn that we had been chosen to received 2 awards from 2 different news firms:

US Business News - 2017 Small Cap Awards 

Firm: TruFinancial Consultants
Awarded: Best Financial Planning Firm - Ontario 

Wealth and Finance News - Finance Awards 2017

Tru Financial Consultants has been awarded Best Specialist Financial Planning Firm - Ontario

Thank you for your support and thanks for all the recognition :)

TruFinancial Consultants Assists Canadian Seniors to Protect their Wealth

on Thu, 12/17/2015 - 23:19


Markham, Ontario, December 17, 2015 — Markham-based financial and health care consulting firm TruFinancial Consultants provides support for clients in their retirement years. The focus is to ensure clients have the means to maintain their financial well-being.

By making sure the funds for living are there, seniors can now focus on: travel, spending time with grandkids, volunteer at different organizations, open up a new business, being more involved in their communities, further education, anything they want to do but didn’t have time to do while they were working.

TruFinancial Consultants devotes to meet clients' health care needs

on Thu, 12/17/2015 - 01:15


Markham, Ontario, December 16, 2015 — Markham-based financial and health care consulting firm TruFinancial Consultants focuses on ensuring elder clients’ physical, emotional, social and financial well-being by helping them to navigate the health care system in Ontario.

Health care represents a significate portion of the provincial budget. TruFinancial Consultants is familiar with Ontario’s health care system and personal care solutions, thus able to direct clients to the right resources once their doctors had indicated they need support for medical/health care.

TruFinancial's segment at the Dianne & You Show

on Sat, 12/12/2015 - 02:06

We were thrilled to be a guest at the Dianne & You Show... check out how we can help you as an entrepreneur!

TruFinancial Consultants supports Rally for the Cure

on Sat, 09/06/2014 - 11:44
Shortly follow our office's relocation to the Toronto Buttonville Municipal Airport, we were attracted by a poster on an event called Rally for the Cure. Without knowing what this is all about, we managed to get a few key components from the poster, other than the event date:
- it is a fundraising event
- it is happening at the airport (it turns out it happens at multiple locations)
- it is a kind of race and,
- it involves drivers and pilots
After getting to know the event and the cause behind it, TruFinacial Consultants jump on to support them. Since everybody loves our hand

Interview with Hugh Reilly 2

on Sat, 03/15/2014 - 17:55

My interview at Liquid Lunch @thatchannel on ‪Health‬ Spending Accounts for small ‪businesses, Mar 6, 2014

YouTube link on @Hugh Reilly

Check out Part 1 of this interview if you are curious about how I became a financial advisor from a newspaper editor :P

Interview with Hugh Reilly

on Sat, 03/15/2014 - 16:43

If you ever wonder why I am doing what I do, how did I get here & some interesting facts of Mimi Lee, here you are... LOL
Talked about @UWaterloo, @BombshelterPub at Liquid Lunch @thatchannel about my life, my career. Mar 4, 2014 Youtube link on @Hugh Reilly 

ThatChannel Studios had been in Toronto for 10 years & Hugh Reilly's “Liquid Lunch” internet television show have been offering media opportunities for entrepreneurs, independent leaders, permaculture experts, artists, musicians, alternative health care workers, change makers and spiritual people;

Investment Executive interview on long term care insurance

on Wed, 11/20/2013 - 21:17

Please find attached interview with the Investment Executive, Nov 2013, on long term care insurance coverage and pricing


online version