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Vision and Mission

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We value building long-term relationships with our clients, employees, business partners, and the communities we serve.  We strive to deliver the highest level of customer service excellence in the financial industry.

In our dealings with all of our stakeholders we are committed to upholding the highest standards of ethical conduct and practices.

Our Vision:

We have a singular vision focused on performance for our clients, performance for our employees, and performance for our partners.  We believe that this vision will eventually lead us to be recognized as a world-class financial organization.

Our Mission:

Our mission is to become a leading financial services organization, brokering a diverse range of mutual funds and investment related products and services to individuals and corporate clients.  We will be the broker to all our clients’ financial needs and be their end-to-end financial solutions provider.

Over the past few years we have experienced tremendous growth in all areas of our business and we strongly believe that our brand will become easily identifiable in the marketplace.

Full Disclosure
The services of providing mutual funds and labour sponsored funds are offered through "3i Financial Investment Services Inc."

The services of providing life insurance and other non-investment plans are offered through "3i Financial Group Inc." Both are separate legal entities.

3i Financial Investment Services Inc. is a member of the Mutual Fund Dealers Association (MFDA) licensed to distribute mutual funds.
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