Mimi Lee

Officiant, Consultant, and Editor in Markham, Ontario

Mimi Lee

Officiant, Consultant, and Editor in Markham, Ontario

I am a UX strategist and insurance domain expert with 20+ years of experience as a broker, advisor, and product reviewer. My work focuses on improving advisor‑facing digital tools, simplifying complex insurance workflows, and identifying friction points that impact both advisors and clients.

I specialize in:

  • UX audits & heuristic evaluations
  • Advisor workflow optimization
  • Insurance onboarding journeys
  • Behavioural insight & decision‑flow mapping
  • Information architecture & content clarity
  • Product iteration through user testing
  • Startup product reviews & feature recommendations

My unique strength: I understand insurance products, advisor pain points, compliance, and user behaviour at a level most UX designers cannot. This allows me to bridge the gap between product design, advisor needs, and business outcomes.

Confidentiality & Professionalism:
I have worked with multiple financial institutions, investment firms, and fintech startups under strict NDAs. While I cannot disclose company names or proprietary details, I can share the methodologies, insights, and outcomes of my contributions. This discretion reflects my ability to work with sensitive data and enterprise‑level digital products.

Check out my portfolio.

  • Education
    • University of Waterloo
    • CEA, EPC