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CA / ON / Markham
TruFinancial Consultants photo
TruFinancial Consultants photo
TruFinancial Consultants photo

TruFinancial Consultants

Address: 2833 16th Ave, Markham, ON L3R 0P8, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Tax Preparation Individual Tax Returns $100 - $300
Business Tax Returns $300 - $600
Tax Advising $70 - $150
Financial Consulting Budgeting and Financial Planning $50 - $200
Investment Advice $100 - $250
Debt Management $80 - $180
Business Consulting COVID-19 Financial Support Guidance $100 - $200
Business Strategy Development $150 - $400
Tax Compliance for Businesses $200 - $500
Retirement Planning Retirement Savings Strategies $100 - $300
Pension Planning $100 - $250
Investment Portfolio Review $70 - $150

What people love

From reviews
Knowledgeable advisor Attention to detail Personalized advice Helpful solutions Fair pricing Client focus Trustworthy Efficient service Support during covid19 Tax 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.
Where is TruFinancial Consultants located?
2833 16th Ave, Markham, ON L3R 0P8, Canada

Location & directions

Markham, Ontario
TruFinancial Consultants
Financial Consultant
Address
2833 16th Ave, Markham, ON L3R 0P8, Canada
Hours
Closed Now
TruFinancial Consultants Reviews · 5.0 average
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