Knowledgeable advisorAttention to detailPersonalized adviceHelpful solutionsFair pricingClient focusTrustworthyEfficient serviceSupport during covid19Tax advice
About this business
TruFinancial Consultants assist small corporations and families in managing their money, credit, and cash flow. Obtain personalized solutions tailored to your needs and conditions.
Reviews Summary
Mimi receives consistently positive reviews for her professionalism, knowledge, and ability to make complex financial concepts understandable. She is known for her attentive attitude to her clients, answering all their questions with facts and care. Mimi is an expert in Canadian tax submissions and recent government assistance measures, such as CEWS and CERB. Her consultations are seen as beneficial, with tailored solutions and strategies to help clients achieve their financial goals. She is a dependable representative and a listener, always creating a welcoming atmosphere and maintaining a clear line of communication. Many clients have relied on her services for years and recommend her to others for financial advice, taxation, and business needs. Anyone who has the opportunity to work with Mimi leaves the consultation with a sense of financial understanding and security. All in all, Mimi's dedication to her client base is evident in her passion and care for the well-being of those she advises.
Frequently asked questions
7 questions
What do TruFinancial Consultants clients say about the work?
Clients frequently praise Mimi for her professionalism, attention to detail, and ability to provide tailored financial solutions. Reviewers highlight her helpfulness, knowledge, and the supportive environment she creates, making complex financial topics easier to understand.
Does TruFinancial Consultants provide tax preparation services in Markham?
Yes, they offer comprehensive tax preparation services, including Individual Tax Returns, Business Tax Returns, and Tax Advising. Their expertise ensures clients receive accurate and beneficial tax guidance.
Can I get help with retirement planning from this practice?
Absolutely! They provide Retirement Planning services, including Retirement Savings Strategies, Pension Planning, and Investment Portfolio Reviews, tailored to your financial goals.
How does TruFinancial Consultants assist small businesses during COVID-19?
They offer COVID-Financial Support Guidance, helping businesses navigate challenges with tailored strategies and compliance advice, which clients have found invaluable during uncertain times.
Does the team offer personalized financial consulting for families?
Yes, they provide Financial Consulting services that include Budgeting and Financial Planning, Investment Advice, and Debt Management, ensuring families receive customized solutions based on their unique needs.
Who leads the financial consulting at TruFinancial Consultants?
Mimi Lee is the key financial advisor at TruFinancial Consultants, known for her extensive knowledge and commitment to helping clients achieve their financial goals. She has been highly praised by clients for her thoroughness and dependability.