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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

TruFinancial Consultants once again donated hand sanitizers for good cause

on Mon, 10/28/2013 - 13:59


Markham, Ontario, October 28, 2013 — Markham-based financial advising firm TruFinancial Consultants donated their hand sanitizers in support to a free wedding for a fabulous couple. Eco-friendly hand sanitizers were provided to wedding guests at the dinner.

This was the second time TruFinancial Consultants supporting the Wedding Saviours. The first one was the Durham Region wedding in 2012. Aside from the hand sanitizers, Trufinancial Consultants also offers free 90 Minutes Consultation sessions to the married couple as well as the runner up couples.
"As a

Short Interview with the Investment Executive, Sept 2013

on Sat, 08/31/2013 - 22:32

Please find attached short interview with the Investment Executive, Sept 2013

online version

Thank you for your support.

Why Twitter is amazing

on Fri, 04/05/2013 - 21:36

This was originally a guest blog post for Doina's Infinite Solutions posted on Feb 16, 2013:

I met Mimi in person during #Word11 blogging festival back in 2011. We kept in touch online and offline ever since. She is a financial advisor to anyone who needs help around budgeting and managing their finances. I was always impressed by her activity online and how she engages the audiece in addition to the information that she shares with her followers, me being one of them. Here is what she had to share with you: 
I have been using Twitter since the beginning of 2009. I already had a personal

Short Interview with the Investment Executive, Dec 2012

on Mon, 01/07/2013 - 18:21

Please find attached short interview with the Investment Executive, Dec 2012


online version

Release of "What to look out for when running your own business" video

on Sat, 11/10/2012 - 15:33

After a few weeks of compliance reviews and busy schedule, we have finally got the video on the Power Expo done. For more info on TruFinancial at Power Expo, please visit my blog.


"What to look out for when running your own business" workshop

There are several important factors to consider beforehand, when starting your own business venture, and this Workshop will provide the necessary steps on:
- how to be prepared for your start up
- how to decide whether to be 'Incorporated' or not
- how to get funding for your venture
- how to pay yourself in a tax efficient way
- who to

A thank you note

on Wed, 07/25/2012 - 10:05

The #7 is considered to be lucky. And I couldn’t agree more!  

It has been 7 years since I’ve had the good fortune to not only have all my clients and business associates but also good friends. Leaving Clarica and striking out on my own was an investment in myself filled with great life challenges.. With all your kind trust and continued patronage it has paid dividends and real journeys; rich experiences and memorable stories.

Over these 7 years, It sincerely has been my honour and pleasure to work with you all; I had learnt a lot from you and of course, extremely happy to have ongoing

TruFinancial sponsors Scarborough CARP Chapter - Official Launch Event

on Tue, 06/05/2012 - 09:08


Those who know me might recall my involvement in community work from time to time with different organizations, such as: United Way of York Region, The Healing Cycle and Foresters, as well as various fund-raising ventures for Scouts Canada, Breast Cancer Society and local schools.


I try to give back to the community as much as I can, like hosting free workshops on entrepreneurship, and the being a part of giving out a free wedding. As an individual, I reuse and recycle as much as I can, and try to lower my energy consumption through ongoing projects such as planning towards the