• 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

AJ Lauer: on Leadership, Imposter Syndrome, and Embracing the Unknown /Ep3888

About AJ LauerWith over 2 decades of experience in diversity, equity, and inclusion (DEI) work, 10+ years developing the future science and technology workforce, and multiple publications on DEI in STEM, Dr. AJ Lauer is a leading expert on workforce development in science and technology fields… …Dr. Lauer’s 1:1 clients have held leadership roles at

Read More

Maria DeLorenzis Reyes: Finding the Upside: Coaching, Clarity & Inner Growth /Ep 3961

About Maria DeLorenzis ReyesMaria is an executive leadership coach who empowers CEOs and leaders to challenge conventional corporate norms, fostering cultures of belonging and high performance. Unlike traditional consultants, she goes against the grain to enhance team connectivity to boost performance beyond expectations… …Her extensive knowledge and speaking skills make her a sought-after coach, consultant,

Read More

Yann Ilunga: Building Know, Like, and Trust in the Era of Personalization /Ep3700

About Yann IlungaYann Ilunga is a demand generation consultant, speaker and podcaster with 500+ episodes published since 2014.The co-founder of Expert Content Pros, Yann helps businesses strategically position themselves,… …engage prospects and create video content that generates demand.In addition to places like Forbes, Inc., and Entrepreneur, he has shared his insights and advice at conferences

Read More

Erik Seversen Helps People Reach Bigger Goals than they thought Possible through Motivational and Practical Content /Ep2692

  Erik Seversen Helps People Reach Bigger Goals than they thought Possible through Motivational and Practical Content /Ep2692Previous Episode 1319“Ordinary to Extraordinary” is something Erik Seversen (SEE-ver-sin) lives by, and he’s been pretty successful at it. Born into an average, middle-class family in a suburb of Tacoma, Washington, Erik received no support from school counselors and others, but Erik didn’t let them

Read More

Joe Pardo is the CEO and Founder at 234 Threads /Ep2399

Joe Pardo-  Joe Pardo: Founder of 234Threads.com: Entrepreneur Apparel That Helps Homeless Start Their Own Businesses Host of the TV show “The TOP with Super Joe Pardo” watch the first episode: http://www.SuperJoePardo.com/TV Award-Winning Host of “The Business Podcast featuring Super Joe Pardo” http://www.TheBusiness.tv “Sales Won’t Save Your Business” Book Out Now: http://www.SalesWont.com   What’s new? Tell us a bit more about what’s going on there,

Read More

Mark Ainley: on Feng Shui, Music, and Living with Purpose /Ep3610

About Mark AinleyMark Ainley of Sense of Space has been a professional Feng Shui practitioner since 2001. He has consulted and taught all over the world, particularly in Japan, where since 2003 he has had an active practice both in person and on Zoom. He has been featured in Hong Kong’s Elite Homes and Home

Read More

157: Twelve Minute Convos w/ Michele Gragnano Spiezia

Michele Gragnano Spiezia- Michele Gragnano Spiezia is the founder & CEO of Bespoke Atelier, the mobile browser for creatives. Bespoke empowers visual thinkers to create their next best ideas in a holistic, intuitive platform built by creatives, for creatives. Michele is an inherent doer, self starter and productivity addict. A writer at heart, a leader

Read More

Linda Tighe: How to Live a Longer, Healthier Life with Light Technology /Ep 2986

About Linda TigheEmpowering Holistic Health Advocate | Unveiling Natural Healing through Light Wave Technology | Thriving at 60! I embarked on a transformative journey into holistic health driven by my passion for wellness, sparked by the challenges of motherhood. Balancing the joys of nurturing my two wonderful boys and managing stress,… …I found myself neglecting my

Read More

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.