
Company(ies) Mimi Lee / TruFinancial Consultants represents, including but not limited to
Individual Life Insurance
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BMO Life
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CPP
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Desjardin Financial Securities
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Empire Life
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Equitable Life
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Humania
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Sun Life
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Industrial Alliance
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Manulife Financial
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Assumption Life
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RBC Life Insurance
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SSQ
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ivari
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Blue Cross
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La Capitale
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Foresters Life
Relationship with Company(ies) we Represent
No insurance company holds an ownership interest in my business, nor do I hold an interest in any insurance company.
Compensation
If you choose to purchase a product through me, I will be paid a sales commission by the company that provides the product you purchase.
I may receive a renewal (or service) commission if you keep that policy(ies) in force, or when you have your investments stay with me.
I may also be eligible for additional compensation, such as bonuses, or non-monetary benefits, such as travel incentives, depending on various factors such as the volume or persistency of business that I place with a particular company during a given time period.
Conflict of Interest
I take the potential of a conflict of interest seriously. I will notify you if there is a conflict of interest of which I become aware in regards to my recommendations to you. My overall recommendation will take into consideration, and will be based on my analysis of your financial security needs.