• Home
  • |
  • Blog
  • |
  • 1093:Mimi Lee began her stint in the financial services world in mid-2003…

Mimi Lee –

Mimi Lee began her stint in the financial services world in mid-2003, as an outside-sales agent with Clarica (Sun Life), on the insurance side. A life-changing experience charted the course for her passion in the industry, and today, she holds her own practice under the name – TruFinancial Consultants.
Mimi’s actual involvement in the industry, however, could be traced back to her work history in Hong Kong, as an editor for the financial newspaper Economic Times, and as a moderator with a stock forum at the time – ExchangeHK.com. This is where Mimi got her first taste of the investment world, and developed a knack for ‘blogging’ about hot topics related to the stock market, as she pursued every financial lead, hot off the press. Much of this passion can still be seen today, off her website at http://www.trufinancial.ca, where she uses Twitter daily to share her thoughts on the latest financial trends, and to keep her clients updated on hot topics in the investment world.
Today Mimi successfully holds portfolios for a wide cross-section of clients, helping them get out of debt, keeping them debt-free and planning for their savings and retirement. She has an endearing quality that helps her connect with people on a very basic level, and is a trademark signature of hers, which keeps her clients continuously interested in her sound financial advice.

Related Posts

740:Bob Minhas knows that there is a big difference between owning a small business and being an entrepreneur.

740:Bob Minhas knows that there is a big difference between owning a small business and being an entrepreneur.

Noreen Sumpter hosts the Talk Radio NYC radio show Beyond Potential…

Noreen Sumpter hosts the Talk Radio NYC radio show Beyond Potential…

671:Cate Montana is the author of The E Word: Ego, Enlightenment & Other Essentials (Atria) and Unearthing Venus: My Search for the Woman Within

671:Cate Montana is the author of The E Word: Ego, Enlightenment & Other Essentials (Atria) and Unearthing Venus: My Search for the Woman Within

1138:Maggie Georgopoulos works closely with Women in Leadership and those aspiring to leadership roles

1138:Maggie Georgopoulos works closely with Women in Leadership and those aspiring to leadership roles

Jayne Morgan Spotted the Potential of PODCASTING as a Powerful Communications Tool and Started Podcart, making Quality Downloadable Audio for Brands /Ep2622

Jayne Morgan Spotted the Potential of PODCASTING as a Powerful Communications Tool and Started Podcart, making Quality Downloadable Audio for Brands /Ep2622

Scott Ford: helping businesses breathe new life into old code /Ep2250

Scott Ford: helping businesses breathe new life into old code /Ep2250

939:Erin O’Brien has a philosophy of “Less Talk, More Action”

939:Erin O’Brien has a philosophy of “Less Talk, More Action”

245: Twelve Minute Convos w/ Tara Marulli

245: Twelve Minute Convos w/ Tara Marulli

1497:Hammond Chamberlain is a father, husband and would-be creator of many things

1497:Hammond Chamberlain is a father, husband and would-be creator of many things

Jacqueline Auguste, lead vocalist & songwriter for Across The Board /1999

Jacqueline Auguste, lead vocalist & songwriter for Across The Board /1999

1150:Marketing business development from Georgina Lester

1150:Marketing business development from Georgina Lester

1400:Allen Plummer leads digital marketing efforts for Vanguard’s institutional business

1400:Allen Plummer leads digital marketing efforts for Vanguard’s institutional business

Engel Jones

I am a podcaster who has now had over 2900 recorded podcast conversations, plus 349 live interviews in 12 weeks, while driving through the 48 states of the US plus the eastern and western side of Canada.

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}
>