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TruFinancial Consultants

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Markham, Canada

trufinancial.ca
Financial consultant· Financial Services· Insurance agency

TruFinancial Consultants Reviews | Rating 5 out of 5 stars (5 reviews)

TruFinancial Consultants is located in Markham, Canada on 2833 16th Ave. TruFinancial Consultants is rated 5 out of 5 in the category financial consultant in Canada. We deal with start-up companies as well as small families on financial planning, budgeting, cashflow management and credit management. Tailor-made solutions depending on different situations and needs. Work with you, grow with you. - Rebuild clients’ credit within a time span of 9 months to 2 years from R5 to R1 - Help clients pay off debts (ranges from 12K to 35K) and save up down payments for first homes (ranges from 15K to 30K), build assets (40K to 100K). - Effectively helped one of the clients paid off close to $75k debt, saved $15k down payment & built $25k investment portfolio in 3 years'​ time - Eliminated another client's tax due of close to 11K in 7 months'​ time, included the use of a 2-year term RRSP loan - Assisting cashflow management for clients

Address

2833 16th Ave

Phone

+1 4169933442

Company size

1-10 employees

Headquarters

Markham, ON

Founded

2008

Amenities

Toilets

Open hours

...
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Tom Nicholls

I would highly recommend TruFinancial because of its professionalism and meticulous attention to details. It is 100% Canadian-owned and operated and conforms to Canada's stringent laws on financial services. Most importantly, they pay close attention to my needs and give appropriate advice that satisfy my needs while at the same time respecting my risk tolerance level. I am fully confident that my savings are in good hands when following the advice from TruFinancial.

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Sheryl Gordon

Mimi helped me process 5 years worth of taxes. She is quick, easy, fair, and efficient. I will definitely continue to use her in the future!

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Angel Panares

Mimi is amazing, she answers all my questions based on facts. She is very helpful and accommodating. Thank you Mimi for your help.

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Marisa Tran

I am in awe at the support and knowledge Mimi had! As a small business owner, I have been struggling to figure out the CEWS, CERB, CEBA and all the things happening during COVID19. I had an easy conversation with Mimi, she answered every question I had and made suggestions on how to support and benefit my business. She gives you the real facts, but also real solutions. My mind is so much more at ease. Thank you Mimi and TruFinancial Consultants!

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Gem Drechsler

Mimi from TruFinancial has been my financial advisor for more than a decade now. She is always very thorough, knowledgeable and dependable. She has always provided very good financial advice, helping me save money and grow money over the years. She also provides wonderful tax advice. HIGHLY recommended!

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